Accounting Services Associate

Whitlock & Company - CPAs•Alcoa, TN

About The Position

This role involves managing a portfolio of CPA firm clients, including small businesses and HOA/property management accounts. The associate will be responsible for various accounting functions, payroll processing, tax filings, and financial statement preparation.

Requirements

Associate degree in Accounting, Finance, Business Administration, or related field required
3+ years of experience in public accounting, CPA firm, or multi-client bookkeeping environment
Proficiency in QuickBooks Online and Microsoft Office Suite
Strong understanding of accounting principles and tax compliance requirements
Excellent organizational, time management, and multitasking skills in a deadline-driven environment
High level of accuracy and attention to detail

Nice To Haves

Bachelor’s degree preferred
Experience with HOA/property management accounting preferred

Responsibilities

Manage an assigned portfolio of CPA firm clients, including small businesses and HOA/property management accounts, handling weekly, monthly, quarterly, and annual accounting functions
Prepare and process payroll, including payroll tax filings and year-end forms (W-2s, 1099s), ensuring full compliance with federal, state, and local regulations
Prepare and file monthly and quarterly indirect tax returns, including sales tax, gross receipts tax, lodging tax, restaurant tax, and similar filings
Complete annual reports, business tax filings, and license renewals
Process accounts payable and perform monthly bank and credit card reconciliations
Maintain and reconcile general ledger accounts; prepare and post adjusting journal entries across multiple client entities
Manage HOA financials using QuickBooks Online, including maintaining accurate books, tracking dues, and assisting with client invoicing (monthly, quarterly, or as needed)
Assist with HOA-specific reporting, budgeting, and year-end financials for boards or property managers
Stay current on changes in payroll regulations and federal, state, and local tax laws to ensure ongoing compliance
Prepare accurate and timely financial statements and customized reports based on client needs