Job at Jeffrey J. Lee & Company


Job Title:                                 Staff Accountant I
Education Requirement:     Bachelor's Degree in Accounting or Taxation
Experience Requirement:   6 months
Special Requirement: The required 6-month experience should be in consulting for business clients, including preparation and analyzation of financial statements, provision of income tax returns, and international taxes, using Lacerte, QuickBooks, EasyACCT, and RIA Checkpoint.

Job Type:  Full Time

Tasks: 

• Research domestic and international tax matters and report to clients on findings
• Advise clients on international tax issues specific to their situation and to their business industry
• Prepare and file federal and state income tax returns for businesses and individuals
• Formulate and deliver tax planning and possible tax savings services  
• Participate in the preparation of monthly closing statements and other periodic financial statements/reports
• Participate in client meetings and work within a team environment to deliver fully integrated services to client as needed and correspond with the clients/vendors via emails, phone, in person and/or fax
• Review and reconcile accounts and related reports and post journal entries if necessary
• Summarize and prepare various statistical analyses and accounting reports as assigned
• Work with clients to resolve operating statement issues and make adjustments as needed