Office and Administrative Support Workers, Other Job in Monrovia 91016, California US
Confidential Posting
About the Job
Duties include but are not limited to:
- · Properly prepare and maintain over 2,000 Corporate and Personal: Tax, Accounting, Financial, Payroll, and Bookkeeping client files on a daily basis and in an accurate manner for easy access and retrieval.
- · Maintain excellent communication between the Certified Public Accountants and Tax Agencies, including processing and submitting all Personal and Corporate Year End Tax Filings to the Internal Revenue Service, the Franchise Tax Board of California and additional Tax Agencies on a daily basis.
- · Ability to review and process high volume of data with detail and a high degree of accuracy for over 2,000 clients yearly, and throughout the months of January through April alone 25-75 clients daily, in order to meet the multiple yearly tax filing deadlines in a timely manner.
- · Contact 10-50 clients on a daily basis in order to confirm upcoming appointments with multiple staff members including all accountants and CPA’s as well as coordinating strategies with both client and staff member to compile and complete all required accounting, bookkeeping and/or tax work in order to meet filing deadlines.
- · Field anywhere from 25-100 daily phone calls from clients to set appointments with staff, research tax and/or accounting guidelines, access client files for vital document retrieval and research status of client account with all tax agencies.
- · Create client invoices and receive all cash, check and credit card payments from clients in QuickBooks accounting software in timely manner for daily bank deposit
April 26, 2007
• Tags: California Us, Office and Administrative Support Workers, Other Job in Monrovia 91016 • Posted in: General