LOCATION: HYBRID: BOSTON, WOBURN, MA

Essential Duties:

Accounting Experience

• Process cash and credit card transactions to appropriate expense accounts and reconcile statements to the accounting records monthly
• Account for fixed asset transactions and related depreciation
• Process accounts payable invoices
• Prepare journal entries for entry into accounting software
• Prepare payroll journal entries and related accounting
• Prepare 1099 forms for clients at year end
• Analyze and prepare client financial statements and analyze cost trends for accuracy
• Interact with client staff to gain information, documents, and data necessary to complete assigned tasks
• Educate and train clients in proper accounting techniques
• Communicate client issues to supervisor or partner on the job
• Communicate with clients and clients’ contacts including payroll companies, banks and vendors
• Assist with training and support of other firm staff members as needed
• Develop individualized systems & relationships with clients based upon clients’ needs
• Handle other special projects/tasks as required

Tax Experience

• Plan, review and prepare tax returns for closely held businesses and their owners, including C-Corporations, S-Corporations, Partnerships and Trusts.
• Build new and existing client relationships and demonstrate knowledge of client’s businesses
• Work closely with Tax Partners and Principals to satisfy the needs with tax planning and preparation
• Understand firm risk on tax services performed and communicate accordingly to management
• Provide supervision, training, and guidance to other tax associates
• Experience analyzing and resolving tax notices with federal and state tax authorities
• Stay current on new tax legislation
• Solid working knowledge of Tax preparation software (for ex.: CCH Engagement, CCH Axcess Tax and BNA Tax Planner)

Qualifications:

• 2-4 years accounting and/or tax experience
• QuickBooks Desktop and QuickBooks Online experience preferred
• Experience with other accounting platforms a plus
• Solid working knowledge of Microsoft Office
• Bachelor’s degree in accounting preferred
• Working to or aspires to obtain CPA a plus
• Detail oriented, organized with strong communication skills
• Strong analytical skills. Able to analyze financial data and transactions and use judgement skills to account for transactions properly
• Always focused on improvement implementation
• Flexibility to change direction frequently between tasks and between different clients; ability to prioritize
• Ability to meet project deadlines
• Ability to adjust schedule based on peak workload times in the department
• Ability to successfully multi-task while working independently or within a group environment
• Proven ability to work in a deadline-driven environment
• Ability to recognize and protect confidential and sensitive information and exercise strict discretion when disseminating or sharing information
• Positive energy and professionalism

PKFODA is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law
To all staffing agencies: PKF O’Connor Davies Advisory, LLC (“PKFODA”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFODA partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFODA on other positions must have an updated contractual agreement with PKFODA through the Director of Talent Acquisition. Please be reminded, PKFODA is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFODA.

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Please refer the Job description for details