Compute taxes owed by following tax code.
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government.
Uncover potential deductions and credits.
Advise against potential tax liabilities.
Ensure clients do not pay unnecessary taxes.
Review financial records such as income statements and documentation of expenditures.
Interview clients to get a thorough picture of financial situation.
Verify totals on past forms for accuracy.
Calculate and invoice for form preparation fees.
Consult tax law handbooks for especially difficult tax returns.
Resolve customer complaints.
Recommend additional products and services.
Prepare tax returns using electronic filing software.
Ensure a copy of the completed return is provided to the customer.
Maintains records of financial transactions by establishing accounts; posting transactions; ensure legal requirements compliance.
Develops system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures.
Maintains subsidiary accounts by verifying, allocating, and posting transactions.
Balances subsidiary accounts by reconciling entries.
Maintains general ledger by transferring subsidiary account summaries.
Balances general ledger by preparing a trial balance; reconciling entries.
Maintains historical records by filing documents.
Prepares financial reports by collecting, analyzing, and summarizing account information and trends.
Complies with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions.
Contributes to team effort by accomplishing related results as needed.
Maintains payroll information by collecting, calculating, and entering data.
Updates payroll records by entering changes in exemptions, insurance coverage, savings deductions, and job title and department/division transfers.
Prepares reports by compiling summaries of earnings, taxes, deductions, leave, disability, and nontaxable wages.
Determines payroll liabilities by calculating employee federal and state income and social security taxes and employer's social security, unemployment, and workers compensation payments.
Resolves payroll discrepancies by collecting and analyzing information.
Provides payroll information by answering questions and requests.
Maintains payroll operations by following policies and procedures; reporting needed changes.
Maintains employee confidence and protects payroll operations by keeping information confidential.
Contributes to team effort by accomplishing related results as needed.
Developing financial plans to help clients achieve their long-term and short-term financial goals.
Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.
Assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly.
Traveling to clients’ homes and places of business to consult with them.
Monitoring financial markets and economic conditions.
Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.
Communicating with accountants, real estate agents, attorneys, and other professionals to verify information.
Researching suitable investment opportunities for clients.
Developing business management goals and objectives that tend to growth and prosperity
Designing and implementing business plans and strategies to promote the attainment of goals
Ensuring that the company has the adequate and suitable resources to complete its activities
Develop goals and objectives that tend to growth and prosperity
Design and implement business plans and strategies to promote the attainment of goals
Ensure that the company has the adequate and suitable resources to complete its activities (e.g. people, material, equipment etc.)
Organize and coordinate operations in ways that ensure maximum productivity
Supervise the work of employees and provide feedback and counsel to improve efficiency and effectiveness
Maintain relationships with partners/vendors/suppliers
Gather, analyze and interpret external and internal data and write reports
Assess overall company performance against objectives
Represent the company in events, conferences etc.
Ensure adherence to legal rules and guidelines