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Job duties include but are not limited to:

  • Preparing, reviewing & maintaining workpapers with proper documentation
  • Preparing Review and Compilations financial statements
  • Write-up of clients’ books and records, monthly bank reconciliations, year-end adjusting entries and business tax return preparation
  • Preparing tax projections
  • Prepare tax closings
  • Prioritize work according to filing deadlines and workflow demands
  • Keep colleagues, managers and partners informed of progress and the need to make adjustments to scheduled work.
  • Tax research as necessary
  • Gain an understanding of client business operation, procedures, and needs.
  • Follow established procedures.

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