Accounting and Special Projects Assistant
Christy White Associates•San Diego, CA
•$22 - $25•Onsite
About The Position
The Accounting and Special Projects Assistant supports the department manager with projects such as 990 tax report preparation, bookkeeping projects, specialized audits (SFP and fraud), data analysis, and report generation.
Requirements
- Advanced knowledge of Excel with certification helpful. Must know or be familiar with creating pivot tables, SUMIF, XLOOKUP formulas.
- Entry-level knowledge and coursework background in accounting, business, or related field.
- At least one year of work experience in accounting, or tax preparation or auditing.
- Solid understanding of reporting and basic accounting principles.
- Strong analytical and problem-solving skills.
- Excellent communication skills.
- Ability to work independently and complete work within deadline periods.
- Understanding of project management.
Nice To Haves
- Knowledge of non-profit returns would be helpful.
Responsibilities
- Support the Data and Special Projects department.
- Assist with the preparation of Form 990 tax returns and other related tax filings for clients.
- Prepares School Facilities Program (SFP) audit reports for review.
- Works with Excel to generate analytic and audit samples to support the audit team.
- Perform data entry and maintain accurate financial records with firm software.
- Assists with managing projects and deadlines within the department.
- Communicate with internal team members and clients to gather information.
- Ensures documentation is complete.
- Help create reports as needed for management and collaboration teams as requested.
- Perform other job duties as assigned.
Benefits
- Benefits included
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
