What are the responsibilities and job description for the Accounting Services Associate position at Whitlock & Company - CPAs?
Responsibilities
- Manage an assigned portfolio of CPA firm clients, including small businesses and HOA/property management accounts, handling weekly, monthly, quarterly, and annual accounting functions
- Prepare and process payroll, including payroll tax filings and year-end forms (W-2s, 1099s), ensuring full compliance with federal, state, and local regulations
- Prepare and file monthly and quarterly indirect tax returns, including sales tax, gross receipts tax, lodging tax, restaurant tax, and similar filings
- Complete annual reports, business tax filings, and license renewals
- Process accounts payable and perform monthly bank and credit card reconciliations
- Maintain and reconcile general ledger accounts; prepare and post adjusting journal entries across multiple client entities
- Manage HOA financials using QuickBooks Online, including maintaining accurate books, tracking dues, and assisting with client invoicing (monthly, quarterly, or as needed)
- Assist with HOA-specific reporting, budgeting, and year-end financials for boards or property managers
- Stay current on changes in payroll regulations and federal, state, and local tax laws to ensure ongoing compliance
- Prepare accurate and timely financial statements and customized reports based on client needs
Requirements
- Associate degree in Accounting, Finance, Business Administration, or related field required; Bachelor's degree preferred
- 3 years of experience in public accounting, CPA firm, or multi-client bookkeeping environment
- Experience with HOA/property management accounting preferred
- Proficiency in QuickBooks Online and Microsoft Office Suite
- Strong understanding of accounting principles and tax compliance requirements
- Excellent organizational, time management, and multitasking skills in a deadline-driven environment
- High level of accuracy and attention to detail