Tax Preparer

General Description of the Class

This position requires a detail-oriented, self-motivated, and results-driven individual who is flexible, well organized, and able to communicate effectively. The Accountant is an integral team member of Wycotax.

The role of the Accountant is to provide the fiscal oversight of Wycotax finances and also provide comparable services to external ---------- sential Tasks

- Prepare asset, liability, and capital account entries by compiling and analyzing account information.
- Responsible for documenting financial transactions by entering account information.
- Recommend financial actions by analyzing accounting options.
- Summarizes current financial status by collecting information; preparing balance sheets, profit and loss statements, and other reports.
- Prepares financial statements for Wycotax
- Reconciles payroll for Wycotax personnel
- Assist with Wycotax annual budget preparation
- Reconciles forecasted annual budget to actual
- Processes payments for goods and services rendered to Wycotax
- Reconciles Wycotax bank accounts on a monthly basis
- Substantiates financial transactions by auditing documents for internal and quality assurance purposes
- Maintains accounting controls by preparing and recommending policies and procedures.
- Reconciles financial discrepancies by collecting and analyzing account information.
- Secures financial information by completing database backups
- Answers accounting procedures questions by researching and interpreting accounting policy and regulations.
- Complies with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions.
- Prepares special financial reports by collecting, analyzing, and summarizing account information and trends.
- Maintains customer confidence and protects operations by keeping financial information confidential.
- Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks and participating in professional societies.
- Assists Wycotax with bookkeeping services for its customers and includes the posting of transactions to account journals and accounting software from such source documents, reconciliation, and preparation of financial statements.
- Assists Wycotax as a tax advisor for those customers that have a subscription-based tax advising service.
- Assist in other roles within Wycotax as it may be necessary, for instance, during tax preparation season it may be necessary to assist and work main job role may shift temporarily/or be added as an additional responsibility during high volume of customers and meeting of deadlines; and also attend marketing/outreach events as may be needed.

QUALIFICATION GUIDELINES

- Excellent computer skills, particularly Microsoft Office.
- Proficient in QuickBooks and other accounting software
- Reporting Skills
- Experience with trending accounting and bookkeeping software
- Experience manipulating large data sets and basic financial models
- Attention to detail and detail-oriented is a must
- Knowledge of standardized financial and accounting principles and practices
- Bilingual in English/Spanish
- Web design ability is a plus

EDUCATION AND/OR EXPERIENCE REQUIREMENTS

Education BSc in Accounting, Finance, or relevant degree or Work Experience in Marketing, Journalism or related field;
High School Diploma or GED required;
Additional certification (CPA or CMA) is a plus
Two years of proven experience in Marketing, Outreach, or related field;
Combined education and experience may be considered;
Bilingual Preferred (English/Spanish);
Excellent Customer Service Skills;
Experience in Sales is a plus;
Ability to work under pressure and in a fast-paced work setting.

CERTIFICATIONS, LICENSES & OTHER TECHNICAL REQUIREMENTS

QuickBooks Certified
Computer Specs (Windows10 i5/Apple/Desktop/Laptop
Internet Speed Test is required at the latest 15 Mbps
Work station