Accounting Services Associate

Whitlock & Company - CPAs

Alcoa, TN

JOB DETAILS
SKILLS
Accounting, Accounts Payable, Billing, Bookkeeping, Budget Reporting, Business Administration, Certified Public Accountant (CPA), Credit Cards, Customer Support/Service, Detail Oriented, Federal Laws and Regulations, Finance, Financial Management, Financial Statements, General Ledger Accounting, Intuit Quickbooks, Journal Entries, Local Tax, Maintain Compliance, Management Accounting, Microsoft Office, Multitasking, Organizational Skills, Payroll Administration, Payroll Tax, Property Management, Public Accounting, Reconciliation, Regulatory Compliance, Restaurant, Sales Tax, Small Business, State Laws and Regulations, State Tax, Tax Accounting, Tax Regulations, Tax Reporting, Tax Returns, Time Management
LOCATION
Alcoa, TN
POSTED
9 days ago

Responsibilities

  • Manage an assigned portfolio of CPA firm clients, including small businesses and HOA/property management accounts, handling weekly, monthly, quarterly, and annual accounting functions
  • Prepare and process payroll, including payroll tax filings and year-end forms (W-2s, 1099s), ensuring full compliance with federal, state, and local regulations
  • Prepare and file monthly and quarterly indirect tax returns, including sales tax, gross receipts tax, lodging tax, restaurant tax, and similar filings
  • Complete annual reports, business tax filings, and license renewals
  • Process accounts payable and perform monthly bank and credit card reconciliations
  • Maintain and reconcile general ledger accounts; prepare and post adjusting journal entries across multiple client entities
  • Manage HOA financials using QuickBooks Online, including maintaining accurate books, tracking dues, and assisting with client invoicing (monthly, quarterly, or as needed)
  • Assist with HOA-specific reporting, budgeting, and year-end financials for boards or property managers
  • Stay current on changes in payroll regulations and federal, state, and local tax laws to ensure ongoing compliance
  • Prepare accurate and timely financial statements and customized reports based on client needs

Requirements

  • Associate degree in Accounting, Finance, Business Administration, or related field required; Bachelor's degree preferred
  • 3+ years of experience in public accounting, CPA firm, or multi-client bookkeeping environment
  • Experience with HOA/property management accounting preferred
  • Proficiency in QuickBooks Online and Microsoft Office Suite
  • Strong understanding of accounting principles and tax compliance requirements
  • Excellent organizational, time management, and multitasking skills in a deadline-driven environment
  • High level of accuracy and attention to detail

About the Company

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Whitlock & Company - CPAs