description du poste

Putnam and Company, Inc. is a well-established firm, with a 42-year track record of providing premier accounting services, tax return preparation, and related advisory guidance to small business clients throughout the piedmont region of the Carolinas. We value the meaningful relationships forged with our clients, and pride ourselves in quality work, attention to detail, and giving clients the peace-of-mind to focus on what they love doing because they know their tax/accounting responsibilities are in trustworthy hands! The current team at Putnam and Company, Inc., led by our new president, will continue to honor our history while expanding into a very promising future.Benefits include:Simple IRA after 1 year of employmentHRA Plan8 paid holidaysA company you can personally and professionally grow with.Job InformationWe are looking for a tax preparer with problem-solving skills, great attention to detail, and who is self-motivated.Responsibilities:Provide superior customer service excellence to small business clientsContribute to team effort by accomplishing related results as neededEfficient multitasker who enjoys a fast-paced environmentProficient at researching issues and problem solvingExcellent verbal and written communication skillsAbility to prioritize in a deadline-driven environmentSelf-starter able to work effectively with minimal supervisionExcellent data entry skills with a high degree of accuracyOutstanding attention to detail and thoroughness3 or more years of relevant tax experienceSoftware RequirementsExperience with QuickBooks Desktop and QuickBooks Online software programsExperience with Thomson Reuters UltraTax CS software preferredProficiency with MS Office Suite requiredPreferred Expertise:Individual Tax PreparationCorporate Partnership Tax Preparation (C S Corp)Multi-state Tax PreparationTax PlanningResponding to Federal State NoticesTax Related ResearchPrepare adjusting entriesJob Duties:Prepare and/or review monthly financial reporting packages for clientsPrepare and post adjusting journal entries in QuickBooks as needed to organize the tax file for preparationIdentify and organize client documentation. Coordinate with clients or internal staff to obtain missing informationPrepare work paper detail to summarize data and prepare for tax preparationMaintain client fixed asset listing in fixed asset software programPrepare Federal and State Corporate, Partnership, Trust, and Individual income tax returnsReview accuracy of tax returns and identify and communicate potential tax savings strategies to managementRespond to client inquiries, Internal Revenue Service, and state and local tax authority noticesProvide support on ad-hoc requests and related special projects, as requiredMaintain and comply with all work standards reducing risk exposure for the firm #J-18808-Ljbffr