12/17/2022
Judy and Renee are hiring two persons - an Administrative Assistant and a Tax Preparer. If you are interested, or know somebody who might be, please contact us at [email protected] or call us at 970-568-3859.
Title: Administrative Assistant
For the past 26 years, Judy D. Wagner CPA & Associates, Inc. has provided tax and accounting services for individuals, corporations, partnerships and trusts. We also provide payroll and sales tax processing, QuickBooks set up and consulting. We are located in the growing community of Wellington, Colorado and provide services to all the surrounding areas.
Responsibilities: Provide in office general administrative support to a professional office of two full-time and one part-time persons.
• Answers telephone calls, screening callers and directing them to the appropriate staff person.
Greets office visitors, screens for their purpose of visiting, and assists them, or directs them to the appropriate staff person. Maintains appointment calendar for office visitors.
• Assists with data entry of client information into Excel, Word, and QuickBooks programs.
• Organizes and manages filing of client and office records.
• Assists in copying and collating client tax documents and assembling of tax folders.
• Prepares the mailing of the quarterly client Newsletter.
• Track’s office supply (paper, toner, tax folders, and the like) needs, either placing orders or notifying staff when re-orders are needed.
• Helps maintain a clean office, including shredding of confidential documents, vacuuming and dusting occasionally.
• Assist with billing of Accounts Receivable.
• Sorting of receipts and/or documents to aid in bookkeeping and tax preparation.
• Help with the composition and compilation of engagement letters.
• Assist with timecard calculations.
• Deposit money into the bank for the office.
• Help make the daily postal run.
Required Skills:
• Ability to communicate well with a variety of clients both over the phone and face-to-face, maintaining a friendly yet professional demeanor.
• Skill in operating electronic equipment, including phones, copiers, printers, and computers.
• Basic knowledge of Microsoft Word, Excel and QuickBooks software programs.
• Bank Account Reconciliation
• Organizational skills to maintain an orderly office, especially filing of both paper and electronic documents.
• Possess a strong work ethic, including being on time as scheduled, and a willingness to work
extra hours during the busiest times (February through late April; September through mid October).
• Ability to pass background check
Highly Desirable Skills:
• Education and/or experience in bookkeeping and/or accounting basics.
Salary and Benefits:
• Salary offered is $15.00 to $21.00 per hour to start, depending on experience and knowledge with a review in 6 months.
• After completing six months of successful employment, the employee will earn five days of paid annual (also known as vacation) leave. The daily payout of annual leave will be based on the average number of hours worked per day over the prior 60 days of employment, rounded to the nearest half-hour. However, the daily payout will not exceed eight hours per day.
• Employees are paid for six major holidays: New Year’s, Memorial, Independence (July 4th), Labor, Thanksgiving, and Christmas. The daily payout of holiday leave will be based on the average number of hours worked per day over the prior 60 days of employment, rounded to the nearest half-hour. However, the daily payout will not exceed eight hours per day.
• The office provides a small refrigerator, a microwave, and a selection of light foods and snack food for its staff, at no cost.
• If an employee decides to take continuing education related to their duties, they may request
assistance from the company. The owner(s) may, at their own discretion, provide funding for all or part of the cost of that education.
• Medical, Dental, Vision and Hearing costs reimbursement of $200.00 per month maximum; not covered by an existing insurance policy.
• The company allows for a flexible work schedule, while still providing for the needs of the office.
Base hours = 40 per week; possible overtime dependent upon needs of the office in busy seasons.
TAX PREPARER
Our current need is for a seasoned Tax Preparer with at least 3 – 5 years of experience in business tax preparation (form 1040s with Schedule C or Schedule F; form 1065 Partnership; forms 1120 C or S or H).
This is currently a Seasonal position but has the potential for expansion. The successful candidate must be able to communicate knowledgeably, intelligently, and professionally with various clients, potential clients, and staff.
We are seeking a Seasonal Tax Prepare who
- Has strong communication skills and the ability to interact with clients personally, by phone, and in writing;
- Has 3 – 5 years of experience with tax preparation software;
- Is capable of recognizing various tax situations and their requirements;
- Can conduct client interviews and provide alternative documentation possibilities;
- Can convert client speak to equivalent tax language, and vice versa;
- Experience preparing complex tax returns (forms 1040 with Schedule C or F, 1065 Partnership, and 1120 C, H, & S;
- Can communicate documentation needs, date specific deadlines, and spontaneously answer client questions;
- Is proficient in Tax research;
- Understands general accounting and tax terminology
- Can read or compile basic spreadsheet information;
- Can accurately translate tax agency communications into client English;
- Can prepare basic tax estimates.
Job Type
Full time, Seasonal 1/23/23 – 4/15/23, with strong potential for additional time after 4/15.
Pay: $23 - $31 depending on amount and level of experience
Schedule: 9 – 5 Monday – Friday
Work Location: In Office
Experience:
- Experience 3-5 years completing Individual, partnership, & corporate return
- Ability to communicate in person and in writing
- Ability to meet IRS and applicable state requirements and the completion of required continuing education
- High School Diploma/equivalent or higher
- CPA or EA would be nice
