Staff Accountant
Introduction:
Are you looking for a Company that embraces a work/life balance? Would you like to establish ongoing relationships with clients and do meaningful, challenging work?
If you are ready for a change, we are looking for a recent graduate or experienced professional to become an integral member of our team. Starting salary will be commensurate with experience.
Company Information:
Providing financial and accounting services with a personal touch. Based in San Angelo, TX, Shelburne Financial Services started in late 1980 with the goal of providing a customized approach for clients. Services offered include bookkeeping, tax return preparation, financial statement preparation, payroll services and more.
Position Summary:
Main responsibilities involve preparing income tax returns, using tax preparation software and online resources, for businesses and individual clients. The Tax Accountant must review financial information and records, documentation, which may include receipts and expense reports, to develop a thorough understanding of the business or individual’s tax situation.
Responsibilities and Duties:
- Assist in the preparation of business and individual tax returns, along with quarterly and annual payroll forms
- Using applicable federal, state, and local tax law, determine the deductions and amount each client will pay or earn on their tax return
- Communicate in-person, by email or phone to learn about client’s business or individual’s tax situation, and what is required to complete the tax return and finish the filing
- Complete and file tax documents with appropriate agencies, like the IRS, state, and local government entities
- Provide businesses with bookkeeping services, along with payroll assistance
- Develop strong relationships with clients
- Occasional assistance with customer service including helping incoming clients and answering phone calls
- Scan documents for electronic storage
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Staff Accountant
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Scan documents for electronic storage
Experience Required:
- 1 – 2 years of experience in tax compliance, preferred but will train
- Bachelor’s degree in Accounting or related field (required)
- Master's degree in Accounting or related field (preferred)
- CPA or CPA candidate preferred
- Strong Computer experience with Excel, Word, and other software programs
- Excellent interpersonal skills—both verbal and written
Reports To:
- Accounting Services Director and Chief Executive Officer
Benefits Offered:
- Paid Time Off
- Health Insurance including Medical, Dental and Vision
- Life Insurance
- Simple IRA with Company Match
About San Angelo
See why San Angelo is a great place to live;
City of San Angelo, TX | Home (cosatx.us)
Interested Candidates may send their resume to llocke@humanresourcesolutionsllc.com