Job Description

Job Description

About Aardvark Tax and Accounting

Aardvark Tax and Accounting is a small but rapidly growing accounting practice specializing in tax and bookkeeping services. We take pride in providing personalized financial solutions to our clients, helping them navigate the complex world of accounting and taxation and bringing the best technology to what we do.

Role Description:

We are seeking a highly motivated and detail-oriented Tax Preparer to join our growing team. As a Staff Accountant, you will play a crucial role in supporting our clients' financial needs by maintaining accurate records, preparing financial statements, and assisting with tax compliance. This role is primarily focused on our tax-focused services but will also support our other services as needed.

Responsibilities:

Client Support:

· Provide excellent client service by addressing inquiries and resolving accounting-related issues.

· Collaborate with clients to maintain accurate financial records and facilitate the tax preparation process.

· Offer guidance and advice on financial and tax matters.

· Coordinate closely with colleagues on client interactions and matters.

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Tax Services:

· Assist in the preparation of individual and business tax returns.

· Assist in the preparation of individual and business tax needs, such as estimated payments, extensions, select form preparation and other items.

· Ensure compliance with tax laws and regulations.

· Research tax issues and stay updated on tax law changes.

· Provide verbal and written explanations and summaries of tax issues to colleagues and clients

· Assist with process evaluation and design.

· Assist with technology evaluation and selection.

Bookkeeping and Accounting:

· Maintain accurate and up-to-date financial records for multiple clients.

· Record daily financial transactions and ensure proper categorization.

· Reconcile bank statements and credit card accounts.

· Prepare financial statements, including balance sheets, income statements, and cash flow statements.

· Analyze financial data to identify trends, discrepancies, and opportunities for improvement.

· Assist in the preparation of financial forecasts and budgets.

· Assist with process evaluation and design.

· Assist with technology evaluation and selection.

Qualifications:

Required:

· Bachelor's degree in Accounting, Finance, or a related field.

· Basic proficiency in accounting software (e.g., QuickBooks) and Microsoft Excel.

· Excellent attention to detail and organizational skills.

· Strong analytical and problem-solving abilities.

· Effective communication skills, both written and verbal.

· Ability to work independently and as part of a team.

· Desire or in progress of pursuing CPA, EA or other professional certification.

· Comfortable with technology in general.

Preferred:

· CPA, EA or other professional certification

· 2+ years of accounting experience, preferably in tax and bookkeeping services.

· Strong proficiency in accounting & tax software (e.g., QuickBooks, CS Prosuite, CCH Axcess, Lacerte, Karbon, etc.).

· Strong proficiency in Microsoft Business Applications (Word, Excel, Powerpoint, etc.).

· Strong understanding of accounting principles and tax regulations.

· Interest in continuous process improvement, transformation through technology.