Job Summary:

• Prepare for an audit by identifying the necessary information and type of records needed
• Prepare a complete audit document, and communicate the results to the Finance team and Executive Director
• Monitor movement and reconciliation of all deposit transactions
• Record total loading transactions from different sites
• Review advance load movement per master agent
• Reconcile related advances from various sites
• Keep records of all journal vouchers
• Assist in the approval of withdrawal and advance load in each site
• Assist in checking of check vouchers and petty cash replenishment
• Respond to tax notices from Federal, State, or local municipalities
• Research and resolve tax and accounting issues affecting  clients
• Develop and maintain strong relationships with clients through ongoing communication and exceptional service

Skills on Resume: 

• Audit Preparation (Hard Skills)
• Audit Documentation (Hard Skills)
• Financial Monitoring (Hard Skills)
• Transaction Recording (Hard Skills)
• Advance Load Management (Hard Skills)
• Journal Voucher Management (Hard Skills)
• Financial Approval Support (Hard Skills)
• Communication (Soft Skills)

Job Summary:

• Preparing complete workpapers in conformity with standards for audits, reviews and compilations, including those for non-profit entities and other industries
• Draft financial statements and other engagement documentation
• Prepare tax returns, including individual, C-Corp, S-Corp, partnerships, estates, 990s and others as may be requested
• Communicating with clients in person, by telephone and email to obtain information and relevant documentation to support workpaper conclusions and tax returns
• Prepare a full range of business and personal tax returns, with a significant emphasis on tax planning.
• Prepare and review franchise, sales and payroll tax returns.
• Prepare and review financial statements.
• Prepare federal and state tax projections for individuals and corporation.
• Work with clients in tax preparation.
• Work on audit team in auditing state and local government, not for profit, manufacturing, distribution and ERISA clients.
• Provide computer accounting consulting services.     

Skills on Resume: 

• Audit, Review, and Compilation Workpapers (Hard Skills)
• Financial Statement Drafting (Hard Skills)
• Tax Return Preparation (Hard Skills)
• Client Communication (Soft Skills)
• Tax Planning (Hard Skills)
• Franchise, Sales, and Payroll Tax Expertise (Hard Skills)
• Financial Statement Review (Hard Skills)
• Tax Projections and Consulting (Hard Skills)

Job Summary:

• Oversee the financial operations of the organization and ensure timely and accurate financial reports and practices including cash management, payroll, financial disbursements, ledgers etc.
• Lead work for all relevant filings (e.g. 990s, Form PC, etc.) to the IRS and Attorney General’s Office (AGO)
• Overseeing the preparation and maintenance of donor agreements.
• Manage financial control, prepare and analyze budgets, develop financial reports (especially for monthly Board meetings), and make recommendations to the organization on budget expenditures.
• Monitor the expenditures to ensure that program funds are utilized appropriately by the close of the fiscal year.
• Oversee the financial audits (r
• Brief senior managers regularly on the company’s financial status
• Liaise with Tax Accountants to track tax payments and returns
• Monitor bookkeeping activities regularly
• Keep company financial information confidential
• Establish accounting policies and procedures
• Stay informed on industry developments and changes in regulations

Skills on Resume: 

• Financial Management (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Donor Relations (Hard Skills)
• Budgeting and Financial Analysis (Hard Skills)
• Financial Monitoring (Hard Skills)
• Audit Oversight (Hard Skills)
• Communication and Reporting (Soft Skills)
• Tax Management (Hard Skills)

Job Summary:

• Compile and analyze financial information for the preparation of federal and state corporate, partnership, individual and fiduciary income tax returns
• Prepare income tax calculations for quarterly estimated tax payment requirements
• Assist with annual tax filing requirements for informational returns
• Assist in responding to audit inquiries and informational requests from federal and state tax authorities
• Research and document tax issues
• Prepare various financial statements and reports
• Assist in the maintenance of tax basis records
• Assist in the administration of trusts and estate planning strategies
• Participate in tax planning strategies that align with business goals
• Monitor individual and corporate compliance with respect to changes in tax law
• Follow industry trends and track changes related to taxes
• Demonstrate understanding of the importance of personal information security (tax info, medical info, etc.)

Skills on Resume: 

• Tax Preparation and Analysis (Hard Skills)
• Income Tax Calculations (Hard Skills)
• Assistance with Annual Filings (Hard Skills)
• Audit Support (Hard Skills)
• Tax Research (Hard Skills)
• Financial Reporting (Hard Skills)
• Tax Basis Records Maintenance (Hard Skills)
• Trust and Estate Administration (Hard Skills)

Job Summary:

• Prepares individual, business and other types of tax returns for clients in various types of entities and industries.
• Knowledge of attestation and preparing compilations for business.
• Performs special tax projects and research activities as tax issues arise.
• Communicates with clients, the IRS and other business professionals
• Assists with training and mentoring employees
• Understands and applies work procedures and effectively tailors plans as necessary
• Participates in business development
• Perform duties related to bookkeeping including, invoicing items and ensuring payments are made on time.
• Create budgets for projects to manage expenses and cash flow.
• Complete regular, detailed audits to ensure accuracy in financial documents, expenditures and investments.
• Organize and update accounting records(digital and physical).
• Act as a consultant in areas including, but not limited to, compensation, asset protection, and data processing systems. 
• Research industry-specific news to stay up to date with law and regulation changes.

Skills on Resume: 

• Tax Preparation (Hard Skills)
• Attestation and Compilation (Hard Skills)
• Tax Research (Hard Skills)
• Client Communication (Soft Skills)
• Training and Mentoring (Soft Skills)
• Adaptability and Planning (Soft Skills)
• Business Development (Soft Skills)
• Bookkeeping and Financial Audits (Hard Skills)

Job Summary:

• Manage tax process and department 
• Prepare individual income tax returns and schedule C, single member S Corp and small partnership business tax returns in a timely fashion 
• Develop and maintain strong relationships with clients through on-going communication and exceptional service 
• Work closely with Chesapeake’s advisors on client’s comprehensive plans 
• Research and resolve tax and accounting issues 
• Assist with client requests and preparation for IRS inquiries, state, worker’s compensation and unemployment audit requests 
• Work closely with coworkers on special projects 
• Take over existing book of business and help firm grow with new tax clients  
• Assess areas to improve efficiency and implement those strategies through implemented proven process 
• Look for ways to add value to client's investment and financial planning strategies 
• Manage a team of other CPAs and administrative staff that are focused on the same core focuses 
• Bookkeeping when needed as backup to the current bookkeeper 

Skills on Resume: 

• Tax Preparation Expertise (Hard Skills)
• Client Relationship Management (Soft Skills)
• Collaboration with Advisors (Soft Skills)
• Tax and Accounting Research (Hard Skills)
• Audit Assistance and Compliance (Hard Skills)
• Project Management (Soft Skills)
• Process Improvement (Hard Skills)
• Team Leadership and Management (Soft Skills)

Job Summary:

• Prepares, reviews, and files federal, state, and local tax documents including federal, state, and municipal returns, extensions, and quarterly payments.
• Recommends tax strategies by researching federal, state, and local taxation issues.
• Creative Solution Accounting Software is preferred
• Coordinate accounting staff and assess performance.
• Research and respond to client tax questions and set up tax preparation appointments.
• Record day-to-day financial transactions and complete the posting process.
• Verify that all transactions are appropriately recorded.
• Enter data, maintain records, and create reports and financial statements and process A/R – A/P.
• Develop, grow and maintain strong relationships with clients through ongoing communication and exceptional service.
• Assist with the preparation of quarterly/monthly payroll tax, sales tax, CAT, operating and business taxes.
• Prepare other forms including sales tax, assessor forms, power of attorney forms, filing and any other tax forms
• Play an integral part in year-end close by evaluating and preparing required journal entries.

Skills on Resume: 

• Tax Preparation and Filing (Hard Skills)
• Tax Strategy Development (Hard Skills)
• Accounting Software Proficiency (Hard Skills)
• Team Coordination and Performance Assessment (Hard Skills)
• Client Communication and Service (Soft Skills)
• Financial Record Management (Hard Skills)
• Financial Reporting and Analysis (Hard Skills)
• Tax Compliance and Year-End Close (Hard Skills)