Tax Preparation:
Gathering Financial Information: Collecting necessary documents such as W-2s, 1099s, receipts, and other financial records from clients.
Calculating Taxes: Using tax software (UltraTax) to accurately calculate income taxes, deductions, and credits.
Preparing Tax Returns: Completing federal tax returns (1140, 1120, 1120-S, 1165), ensuring compliance with all relevant tax laws and regulations.
Client Communication: Communicating effectively with clients to explain tax concepts, answer questions, and address concerns.
Bookkeeping:
Financial Management Professional: Proficiently maintains accurate and current financial records, adeptly handling accounts payable and receivable through the utilization of advanced accounting software and meticulous spreadsheet methodologies.
Bank Reconciliation: Conduct monthly bank reconciliations with precision, ensuring the seamless recording and accounting of all transactions, and maintaining an unblemished ledger.
Expense Tracking: Vigilantly monitors and documents company expenses, systematically categorizing them by established policies to uphold financial accuracy.
Invoicing: Efficiently generate and dispatch invoices to clients, customers, or vendors, and diligently follow up on outstanding payments to optimize cash flow.
Accounts Payable Management: Execute vendor invoice processing with meticulous attention, monitor payment due dates, and facilitate prompt payments, contributing to effective cash flow management.
Accounts Receivable Administration: Oversee customer invoicing operations, track outstanding invoices, and implement strategic collections efforts when necessary.
Financial Reporting: Prepare precise and timely financial reports, including balance sheets, income statements, and cash flow statements, providing valuable insights for assessment by the finance team.
Documentation: Maintain organized and well-documented financial records and receipts, establishing a robust foundation for audit and reporting purposes.
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