Tax Senior/Manager | Fulltime | Metairie, LA

Tax Senior/Manager in Metairie, LA

The job description is:

• Client accounting work, which includes the following:
  • Bank, credit card and loan reconciliations
  • Amortization of prepaid expenses
  • Calculation and recording depreciation
  • Reviewing general ledger, trial balances and financial statements
  • Posting adjusting journal entries
  • Prepare financial statements for clients.

• Accounting software installation, setup, training and support, which includes:
  • Installing and setting up QuickBooks Desktop and QuickBooks Online accounting software.
  • Training non-accountants how to use QuickBooks
  • Provide accounting support
  • Provide QuickBooks Support

• Payroll services, which includes:
  • Preparing payroll, paying payroll taxes and filing payroll tax returns for clients
  • Training and providing technical support for clients who do their own payroll

• Sales tax preparation, which includes:
  • Having in-depth knowledge of sales tax law
  • Preparing sales tax returns for clients
  • Reviewing sales tax returns prepared by clients
  • Training clients on how to file sales tax returns properly

• Income tax preparation, which includes:
  • Working knowledge of ProSeries tax software
  • Having in-depth knowledge of sales tax law
  • Preparing federal and state personal income tax returns
  • Preparing federal and state corporate income tax returns
  • Preparing federal and state partnership income tax returns
  • Preparing federal and state tax-exempt organization income tax returns
  • Doing online tax research
  • Taking tax training courses

• Administrative duties, which includes:
  • Answering the phones and greeting visitors
  • Tracking time worked throughout the day and recording it in our QuickBooks software
  • Setting up support calls that come in
  • Obtaining and recording information from client leads
  • Following up on client leads regularly
  • Update practice management spreadsheets
  • Preparing scanning documents, preparing emails and letter to clients
  • Preparing scanning documents, preparing emails and letter to federal, state and local government agencies
  • Maintaining our company policy and procedure manuals

Our minimum qualifications for consideration are as follows:

• Minimum of three years of CPA firm working experience as a staff accountant, doing all of the following:
  • Personal, partnership, corporation, and tax-exempt organization tax preparation
  • Sales tax preparation
  • Payroll preparation
  • QuickBooks Desktop and QuickBooks Online installation, setup, training and support
  • General ledger accounting and financial statement preparation

• Accounting degree from a college or junior college

• Currently resides in the Greater New Orleans area.