About The Position

The Outsourced Accounting & Advisory Services Associate works in the Strategic Operations and Advisory Resources (SOAR) team in the Tucson office. The role is responsible for meeting client needs and deadlines and works under the management of the SOAR department. The associate provides accounting services, supports client engagements, and contributes to the firm's goal of excellent client service.

Requirements

  • High school diploma or GED.
  • One to two years of related accounting experience.
  • Strong written and verbal communication skills.
  • Strong organizational and analytical skills.
  • Basic knowledge of general accounting practices to solve issues that may arise during an engagement.
  • Basic knowledge of QuickBooks, including cash receipts and disbursements.

Nice To Haves

  • Associate degree or higher in accounting or a related field.
  • Knowledge of construction or cannabis.

Responsibilities

  • Enter and maintain client accounting records in QuickBooks or other accounting software.
  • Review general ledgers for potential mis-postings or unusual balances and work with the assigned reviewer to prepare appropriate adjusting journal entries.
  • Research and correct account discrepancies.
  • Prepare sales and payroll tax returns.
  • Prepare 1099s and W-2s.
  • Prepare basic financial statements based on prior statements, including income tax basis and preparation reports.
  • Work with the responsible client biller to obtain final client decisions and handle accounting issues.
  • Prioritize backlog and client projects effectively to meet deadlines.
  • Contribute to the firm's mission of providing excellent client service and act as a technical resource for others in the firm.
  • Research and reach conclusions on simple client accounting issues.
  • Perform other accounting services and duties as assigned.
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