Faulkner Mosca & Associates PLLC

05/08/2019

Future Firm Weekly Top 5 is your weekly curated insight into the top 5 things happening on the internet affecting the future of your accounting firm. For more technology, practice management and marketing resources for your modern accounting firm, visit my website at https://futurefirm.co.

08/09/2017

https://www.eventbrite.com/e/screening-event-pressing-on-the-letterpress-film-tickets-36584665720

Join us for an exclusivescreening of the documentaryPressing On: The Letterpress Film TUESDAY, AUGUST 29 • 7:30 p.m.a/perture cinema • Winston-Salem Members $8, Students $10, Non-members $12 letterpressfilm.com The modern world was born on a printing press. Once essential to communication, the 500-y...

07/03/2017

We have two new positions that we are accepting resumes for:
Position 2 of 2:

Accounting Assistant / Office Manager

Our firm is looking for a detail-oriented Accounting Assistant / Office Manager to join our team. The Accounting Assistant / Office Manager will be responsible for general office administrative responsibilities, helping tax files to progress through various stages of the workflow, data entry, and reviewing co-workers’ data entry. This person will be a first point of contact for much of the administrative / workflow steps of client’s tax files. If you have similar experience with these administrative and accounting functions, please contact us today.

Responsibilities:
-General office administrative responsibilities & processing client payments
-Scanning of client’s source documents and preparing client’s files for data entry
-Basic data entry of tax information into tax program
-Review for accuracy the data entered by other members of the firm
-Send out annual tax organizers to clients
-Perform wrap up steps for completed tax files and send out wrap up correspondence
-Respond to client’s phone calls and e-mails when appropriate
-Ensure the confidentiality of each client by following all company procedures regarding information handling
-Attend to the needs of clients to whatever degree necessary to keep them satisfied and happy with our customer service and coming back each year

Skills:
-High school diploma/GED required
-Some accounting / tax education highly preferred
-Familiarity with Microsoft Office suite and Google Docs
Good 10-key skills
-Availability to work 2-3 mornings per week (other hours are flexible)
-Excellent customer service skills
-Strong written and verbal communication skills
-Must be an organized individual
-Solid mathematics skills
-Impeccable attention to detail
-Methodical approach to finishing tasks
-Willingness to learn established firm workflow processes
-Ability to interact with clients remotely via e-mail and phone calls
-Ability to function in a primarily paperless environment (PDF scans & electronic tools)

Additional Info:
-This position will report to the principle of the firm
-This position will start out as Part-time
-Hourly rate depends on experience
-Please e-mail resume and references to [email protected]

07/03/2017

We have two new positions that we are accepting resumes for:

Position 1 of 2:

Experienced Tax Preparer (CPA or EA)

Our firm is looking for a detail-oriented Tax Preparer to join our team. The Tax Preparer will be responsible for communicating with clients about the tax preparation process, setting appointments when necessary, and driving the tax preparation and filing process from start to finish. As a general rule, this role would handle personal state and federal returns for higher income wage earners (100K+) and small business / rental tax clients who do not have an S-Corp, C-Corp, or Partnership (aka - Schedule C & E only). If you have similar experience with Tax Preparation, please contact us today.

Responsibilities:
-Advise clients in the tax preparation process and prepare and file tax documents
-Address incoming calls and e-mails from clients to answer tax questions
-Ensure the confidentiality of each client by following all company procedures regarding information handling
-Manage the client’s tax file from start to finish
-Setup face to face client appointments on an “as-needed” basis
-Attend to the needs of clients to whatever degree necessary to keep them satisfied and happy with our customer service and coming back each year

Skills:
-If an EA, Bachelor’s Degree in Accounting or Finance preferred
-Excellent customer service skills
-Strong written and verbal communication skills
-Must be an organized individual
-Solid mathematics skills
-Impeccable attention to detail
-Methodical approach to finishing tasks
-Knowledge of Microsoft Word and Excel programs required
-Willingness to learn advanced tax strategy and established firm workflow processes
-Ability to interact with clients remotely via e-mail and phone calls
-Ability to function in a primarily paperless environment (PDF scans & electronic tools)

Additional Info:
-This position will report to the principle of the firm
-A successful candidate will have ample opportunity to increase their book of clients after they have proven their competency
-This will start out as Seasonal / Part-time
- Hourly rate depends on experience
- Please e-mail resume and references to [email protected]

09/28/2016

Effective Collaboration Makes Good Work Great:

A Presentation by Elliot Strunk and David Horne

Friday, September 30, from 5:00 pm to 8:00 pm
Black Horse
310 East Third St.
Winston-Salem, NC 27101
Tickets: $5 for Members, $10 for Non-Members (Purchase Ticket)

Join the Triad NC AIGA for our first "Happy Hour" Event - a series to help end the week on an inspirational note! We'll have a cash bar and the price of admission will get you one free drink!

http://eepurl.com/cgEgzr

05/12/2016

More and more taxpayers are turning towards do-it-yourself tax software to prepare and file business and individual income tax returns.

02/05/2016

Common pitfall for small businesses...

Seizing on The Meatball Shop's immediate popularity, Daniel Holzman and Michael Chernow opened six restaurants in four years. But they were in over their heads.

10/02/2015

Small-business owners who work hard to ensure they’re following sales and use tax regulations could still let something slip through the cracks. Rates and rules are almost impossibly complicated—and they constantly change.