[Remote] Staff Accountant
Note: The job is a remote job and is open to candidates in USA. ClientMind Recruiting Inc. is assisting in the search for a Staff Accountant for a firm in Frederick, MD. The role involves ensuring timely and accurate tax, accounting, and bookkeeping services for clients while maintaining strong client relationships and providing financial insights.
Responsibilities
• Review financials
• Prepare or review tax returns
• Ensure all compliance work is completed accurately and timely
• Communicate with client consistently, clearly and in the client’s preferred manner
• Work with Accounting Managers to provide tax planning, identify tax savings opportunities and recommend advisory offerings
• Onboard new clients
• Provide feedback to Accounting Services Director regarding Staff Accountant and Bookkeepers quality of work, knowledge gaps, capacity and highlights
• Embody BMC Core Values in every aspect of employment
• Comply with federal, state, and company policies, procedures, and regulations
• Onboard new clients- Reach out to client within 5 days. Schedule initial meeting. Assign Bookkeeper or Staff Accountant, complete first set of books, create roadmap
• Review financials prepared by Staff Accountant or Bookkeepers
• Prepare tax returns or review tax returns prepared by Staff Accountant or Bookkeeper
• Communicate results of financials consistently each period
• Prepare or review tax projections for each client quarterly
• Work with Accounting Managers to deliver tax projections to each client quarterly
• Work with Accounting Manager to ensure tax planning is completed for each client at least annually
• Ensure all compliance work is completed timely and accurately (S&U, PP, 1040, Corp, 1099s, ATF Payroll)
• Understand every client’s greatest need, desired communication level/method and provide customized service based on this need
Skills
• Tax experience
• Ability to ensure all tax, accounting and bookkeeping work is provided timely and accurately
• Experience working with Accounting Managers
• Strong communication skills with clients
• Ability to lead and manage client relationships
• Experience in reviewing financials
• Experience in preparing or reviewing tax returns
• Knowledge of compliance work and ability to complete it accurately and timely
• Ability to onboard new clients
• Ability to provide feedback regarding quality of work and knowledge gaps
• Understanding of federal, state, and company policies, procedures, and regulations
Company Overview
• If you're a startup, small business, non-profit organization, or a company that doesn't hire on a regular basis, we have a solution for you. It was founded in 2012, and is headquartered in New Market, Maryland, USA, with a workforce of 2-10 employees. Its website is https://clientmind.com.
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