Tax Return Preparers

Tax Return Preparation Staff:

(1 to 2 tax seasons experience)

(2 to 3 tax seasons experience)

(3 to 4 tax seasons experience)

Preparation of Individual Tax Returns – 1040, 1041
Preparation of Business Tax Returns - 1065, 1120S, 1120
Accounts payable and receivable management
Record and classify all bank and credit card entries and reconcile the balances
Loan entries and reconciliation of loan balances
Recording Payroll entries and reconciliation with quarterly and annual payroll returns

(1 to 1.5 years of experience)

Accounts Payable including recording of Vendor invoices, Debit memos, check payments, etc.
Accounts Receivable including of Customer invoices, Credit Memos, refunds and Payments
Bank deposits, payments, transfers and reconciliation of bank balances
Credit card charges, payments, credits and reconciliation of credit card balances
Classify the expenses and income accurately
Hands on experience working with MS-Excel

(2 to 2.5 years of experience)

(3 to 4 years of experience)

Above capabilities of Senior Bookkeeper plus
Recording Payroll entries and reconciliation with quarterly and annual payroll returns
Review of General Ledger transactions and classify them accurately, if required
Prepare Work papers and Financials statements, etc.
Finalization of accounts
Prepare Sales tax working and e-file Sales tax returns
Month / Quarter / Year end journal entries and closing
Average written and verbal communication

(4 to 5 years of experience)

Above capabilities of Senior Accountant plus
Training of the team members, Understand the priorities and assign tasks accordingly, Preparation of SOPs, etc.
Managing a team of 4 to 5 team members
Primary Point of Contact for the team and managing a Client Relationship

(1 to 1.5 years of experience)

(2 to 3 years of experience)

(2 to 3 years of experience)

Above capabilities of Senior Audit Associate plus
Training of the team members, Understand the priorities and assign tasks accordingly, Preparation of SOPs, etc.
Managing a team of 4 to 5 team members
Primary Point of Contact for the team and managing a Client Relationship