Staff Accountant/Auditor

Staff Accountant/Auditor (Level 1)

Summary

As a staff accountant you will support the firm’s mission by accurately and efficiently preparing client financial statements and documents, identifying potential client tax-related issues and communicating recommendations to senior staff or partners.

Essential Duties and Responsibilities

§  Prepare tax returns for individuals, partnerships, corporations, s-corporations and payroll taxes.

§  Analyze and reconcile accounts, develop support schedules and make journal entries as needed

§  Participate in client audits and preparation of financial statements

§  Data entry, work paper preparation, scanning, copying, etc.

§  Prepare correspondence to IRS and State Tax Administrators regarding tax compliance issues

§  Attend firm-sponsored events, meetings and functions.

§  Participate in goal setting and planning activities; monitor and track results

§  Comply with and support Baratz and Associates policies and procedures, core values and Mission Statement

§  Other duties as directed by senior staff and the managing partners

Skills and Competencies

§  Strong knowledge of financial accounting principles.

§  Knowledge of basic arithmetic/algebra. Able to apply concepts such as fractions, percentages, ratios, and proportions to practical situations

§  Proficient with Microsoft Excel, Word, and Outlook. Strong knowledge of formulas in Excel

§  Ability to work both independently and as part of a team

§  Organized and detail oriented. Able to work with a variety of duties and changing priorities

§  Learn firm procedures and systems (manual and IT)

§  Good analytical skills

§  Good organization skills

§  Strong sense of urgency without compromising quality

§  Ability to effectively communicate verbally and in writing issues and recommendations to other team members.

§  Commitment to continuous learning

Education, Certifications and/or Experience

§  Bachelors degree in Accounting

§  Previous accounting and/or internship experience helpful

§  Pursuing CPA certification

§  Complete 40 hours continuing education annually

Language Skills

• Read, analyze, and interpret accounting concepts
• Write reports and business correspondence
• Present information and respond to questions from both staff and clients
• Analyze various required correspondence and learn how to interpret and respond in writing

Reasoning Ability

§  Ability to recognize variations and inconsistencies in financial data

§  Developing ability to take numerical and verbal data and information and apply it to problem solving.

Physical Demands

§  High energy level and extended hours during tax season

§  Potential travel to clients

Baratz and Associates is committed to consistently delivering on our commitment to our clients … to deliver specialized solutions that help them achieve their financial and wealth management goals.

Contact Info: Email: Info@BaratzCPA.com, Mail: Baratz & Associates, P.A., 7 Eves Drive, Suite 100, Marlton, NJ 08053