Staff Accountant/Auditor (Level 1)
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
§ 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.
§ 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