Putnam and Company, Inc.

01/11/2024

New for 2024,federal filing requirement . Beneficial Ownership Information Report

Effective Jan 1, 2024 the BOI will be an required annual filing.   Contact us: 704-487-9686 [email protected]   Here's a list of items that need to be completed and submitted:   I wanted to

10/12/2022

Tax Season is just around the corner, and we are excited to share that we have decided to open an entry level position on our team! This position is geared towards college graduates, or college students looking to grow their knowledge.

⚡️35-40 hours weekly
⚡️unlimited overtime
⚡️commission
⚡️PTO
: Essentials :.

✏️Passion for providing extraordinary customer service
✏️Excellent communication and interpersonal skills
✏️Basic knowledge of computer functions and math
✏️Can-do attitude & friendly personality
✏️Willingness to learn & pitch in with the team
: Your Responsibilities :.

📌 Conduct face-to-face & phone tax interviews with clients
📌 Complete all related tax forms in accordance with policies, and in compliance with legislation and regulations
📌Review accuracy of tax returns and identify and communicate potential tax savings strategies to management.
📌Respond to client inquiries, Internal Revenue Service and state and local tax authority notices.
📌Provide support on ad-hoc requests and related special projects, as required.
📌Identify and organize client documentation. Coordinate with clients or internal staff to obtain missing information.
📌Prepare work paper detail to summarize data and prepare for tax preparation.
📌Prepare and/or review monthly financial reporting packages for clients.

10/12/2022

We are expanding again! We are in search of the perfect candidate to join our accounting team. This position is entry level with on the job training.

💥35-40 hours weekly
💥unlimited overtime
💥commission
💥PTO
: Essentials :.

✨Must love a good challenge
✨Passion for providing extraordinary customer service
✨Excellent communication and interpersonal skills
✨Basic knowledge of computer functions and math
✨Can-do attitude & friendly personality
✨Willingness to learn & pitch in with the team
: Your Responsibilities :.
🎯Conduct face-to-face & phone tax interviews with clients
🎯 Complete all related tax forms in accordance with policies, and in compliance with legislation and regulations
🎯Prepare monthly and year-end financial statements
🎯Calculate and pay payroll and payroll taxes
🎯Prepare sales tax returns
🎯 Prepare year-end reports, W2's and 1099's
🎯 Answer and direct phone calls
🎯 Understand and explain invoicing procedure to clients
🎯Front end back up/ client delivery
🎯Sorting, scanning & filing data pertaining to tax return.
🎯Meeting with and verifying/ reviewing data with clients.

09/09/2022

08/04/2022

Who should maintain Corporate Minutes
🚩 LLC's
🚩Corporations
🚩Some Partnerships

What's included in our Corporate Minute Package:

✅ Prepared Notice of Annual Stockholders Meeting
✅Prepared Minutes of Stockholders Meeting Electing a Board of Directors
✅Prepared Notice of Board of Directors Meeting.
✅Prepared meeting- documenting significant transactions.
✅Prepared documents such as bank leases, shareholder loan paper.

07/28/2022

Mangum & Associates is a well-established firm, with a 42-year track record of providing premier accounting services, tax return preparation, and related advisory guidance to small business clients throughout the piedmont region of the Carolinas. We value the meaningful relationships forged with our clients, and pride ourselves in quality work, attention to detail, and giving clients the peace-of-mind to focus on what they love doing because they know their tax/accounting responsibilities are in trustworthy hands! The current team at Mangum & Associates, led by our new president, will continue to honor our history while expanding into a very promising future.

Staff Accountant Job information:
We are looking for bookkeepers, problem solvers, detailed taskmasters, and self-starters that are adept at transforming messy bookkeeping into well-kept financial records.
• Maintain historical records by keeping documents neatly filed.
• Provide customer service excellence to small business clients
• Contribute to team effort by accomplishing related results as needed.
• Efficient Multitaskers that enjoy a fast paced environment
• 3-5 years of accounting experience
• Previous bookkeeping experience required
• Proficient at researching issues and problem solving
• Excellent verbal and written communication skills
• Exceptional multitasking and organizational skills
• Ability to prioritize in a deadline driven environment
• Service Minded and customer service focused
• Self-starter able to work effectively with minimal supervision
• Excellent data entry skills with high degree of accuracy
• Outstanding attention to detail and thoroughness
• Adept at analyzing information and dealing with complexity.

Staff Accountant Job Associate Level Skills:

• Strong working knowledge of Financial Statements, including P&L and Balance Sheet, and the ability to review with/ explain to clients. -Preferred
• Intermediate to advanced QuickBooks desktop and QBO, Microsoft office suite user who enjoys learning new technology.
• Experience preparing monthly and year-end financial statements
• Experience in payroll filings, processing & tax agency interactions
• Experience preparing quarterly payroll tax reports
• Experience preparing sales tax returns
• Experience preparing year-end reports, W2’s and 1099’s

07/18/2022

Vote for your favorites now through July 28th. If you vote in 25 categories, you will be entered for the chance to WIN a $250 Gift Card!