Apple Valley Tax is NOW training new hires for Tax Preparation
JOB DESCRIPTION
General Purpose
Responsible for maintaining the financial records of a company by accurately recording the company’s day-to-day financial transactions. Excellent verbal and written communication skills
Bilingual (English/Spanish) communication skills (written & spoken) a plus, but not mandatory.
Strong customer service skills – ability to interact with customers in a way that is professional, friendly, and reassuring.
Education and Experience (Helpful not mandatory)
- Licensed California Tax Preparer – You will need to acquire license but we can help.
- Working knowledge of relevant computer applications
- Knowledge of data management and financial data analysis
- QuickBooks bookkeeping certification
Key Skills and Competencies
- Planning and organizing
- Attention to detail.
- Information collection and monitoring
- Problem analysis
- Problem-solving
- Communication skills
- Confidentiality
- Integrity
Main Job Tasks, Duties and Responsibilities
- Check and verify source documents such as invoices, receipts, computer printouts.
- Allocate and post financial transaction details to subsidiary books.
- Transfer data to general ledger
- Collate and analyze account data and generate financial reports.
- Manage accounts payable and accounts receivable.
- Prepare checks, payments, and bank deposits.
- Prepare and process payroll.
- Comply with relevant reporting requirements.
- Calculate and prepare tax payments.
- Assist with budget preparation.
- Maintain a complete filing system to support financial records.