Maintaining accurate accounting records, include all investments, bank accounts, depreciable assets, payroll records and bill pay.
Review all monthly bookkeeping/accounting activity and prepare monthly financial statements for company and related entities.
Answer all questions regarding monthly financial reports.
Prepare financial package for semi-annual directors meeting.
Prepare workpapers for corporate income tax returns, prepare local income tax returns.
Maintain complete detail of depreciable assets.
Maintain shareholder stock basis records.
Calculate Cleveland office fee revenue
Annual closings. Responsible for all year-end payroll and 1099 reporting.
Additional Responsibilities:
Responsible for accurate bookkeeping/accounting/investment records for approximately 60 trusts, 15 individuals and 8 limited liability companies. Supervise bill payment/budgets of 3 family members.
Calculate quarterly trustee fees.
Annual closings for all entities/individuals.
Prepare annual tax returns for all 60 trusts, 15 individuals, and 8 limited liability companies. Some involve separate businesses and depreciation records.
Maintain tax basis records for LLC members and investments.
Review all investment basis tracking in excel spreadsheets.
Qualifications:
Bachelors degree in accounting
Certified Public Accountant
Five to ten years in Public Accounting firm
Heavy tax background
Benefits:
Paid Time Off (PTO) – two weeks first year, three weeks after first year.
Hybrid work from home.
401k
Salary $90,000 to $100,000
Healthcare is paid for by individual – company will reimburse through salary
