Job Description

Job Description

Job Description

Outsourced Accounting and Advisory Associate

Our SOAR department is growing! We are seeking a proactive and self-motivated Outsourced Accounting and Advisory Associate to work in our Strategic Operations and Advisory Resources team in our Tucson office.

Job Description

The Outsourced Accounting & Advisory Services Associate is responsible for meeting client needs and deadlines. This position works under the management of the SOAR department.

Essential Duties/Responsibilities

• Enters and maintains client accounting records in QuickBooks or other accounting software
• Reviews general ledgers for potential mis-postings or odd balances and works with assigned reviewer to prepare appropriate adjusting journal entries
• Researches and corrects account discrepancies
• Prepares sales and payroll tax returns
• Prepares 1099s and W-2s
• Prepares basic financial statements based on prior statements to include income tax basis and preparation reports
• Works with the responsible client biller for final client decision and handling of accounting issues
• Effectively prioritizes backlog and client projects to meet deadlines
• Contributes to firm's mission of providing excellent client service and acts as a technical resource for others in the firm
• Researches and concludes on simple client accounting issues
• Performs other accounting services and duties as assigned

Knowledge, Skills and Abilities

• Strong written and verbal communication skills
• Strong organizational and analytical skills
• Basic knowledge of general accounting practices to solve issues that may arise over the course of an engagement
• Basic knowledge of Quickbooks to include activities involving cash receipts and disbursements
• Knowledge in Construction or Cannabis preferred

Education and Experience

• A High School Diploma or GED required
• Associates degree or higher in Accounting or related field preferred
• 1 to 2 years of related accounting experience

Physical Requirement and Work Environment

• No physical exertion required
• Required to sit for long periods of time
• Usual office working conditions
• 25 - 75% travel for field work

Schedule

Standard Work Hours- Typical Monday - Friday business week, evenings and weekends as needed, primarily during busy periods

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