Staff Accountant/ Full Charge Bookkeeper

Full Time
Towson, MD 21286
Posted
Job description

Staff Accountant

Our Firm Profile:

Chesapeake Financial Advisors is a fiduciary, fee-only, independently registered investment advisory firm. We differentiate ourselves from other financial advisors because we also offer full tax and accounting services for our clients. Taylor and Company LLC is the tax division of Chesapeake Financial Advisors. Founded in 1998, Taylor and Company LLC has been growing rapidly and this position is due to growth. We value our relationships with each other and offer white-glove service to our clients in every transaction we do! We call our proven process “One Advisor, Twice the AdviceTM.” For the last four years we have been voted Best Financial Planner in Baltimore by Baltimore Style Magazine and we were recently voted Top five Best Financial Advisors by The Baltimore Sun. We offer a flexible work life balance like no other and we offer 100% company paid benefits.

Position Overview:

Our company provides full charge bookkeeping and tax accounting services for clients. We are currently looking for an experienced Staff Accountant.This individual will report to the Tax Manager.

Responsibilities:

  • A/P and A/R Entry
  • Bank reconciliations
  • Daily interaction with bookkeeping and payroll clients
  • Responsible for data input, identify and resolve technical tax issues and assist in the review of tax preparation
  • Respond to inquiries from the IRS and other taxing authorities
  • Identify, research and assess various tax issues while also providing information to the Tax Manager
  • Balance sheet account reconciliations
  • Financial statement creation
  • Internal tax preparer support
  • Payroll processing

Experience:

  • 3+ years bookkeeping experience required
  • 3+ years QuickBooks online experience required- Certification is a plus
  • Intuit Payroll experience a plus
  • 1+ years tax preparation experience a plus
  • CCH Axcess tax software experience a plus
  • Tax Caddy software experience a plus

Skills & Knowledge:

  • Excellent interpersonal and client service skills
  • Strong follow through and organizational skills
  • Attention to detail
  • Reliable and able to maintain a weekly schedule to support clients
  • Independent worker but also a team player

Compensation and benefits:

  • $60,000 - $70,000 salary and bonus
  • 100% company paid health, dental and vision experience
  • 401k and match at 3% of compensation
  • Complimentary financial advising and tax return preparation
  • Company paid for parking
  • Background Check is required

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Disability insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Tuition reimbursement
  • Vision insurance

Physical setting:

  • Office

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Ability to commute/relocate:

  • Towson, MD 21286: Reliably commute or planning to relocate before starting work (Required)

Work Location: Hybrid remote in Towson, MD 21286

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