Jonathan W White CPA, PLLC
Finance • B2B • Healthcare Insurance
Jonathan W White CPA, PLLC is an accounting firm that specializes in providing comprehensive financial services to small businesses and individuals. Their expertise includes business services, cash flow management, tax planning, and tax preparation. They emphasize the importance of both traditional accounting practices and innovative approaches to support their clients. The firm is particularly renowned for its expertise in serving the dental profession, helping clients manage their tax strategies and financial planning effectively. Their proactive approach and dedication to client satisfaction make them a trusted partner in navigating complex tax codes and ensuring financial stability.
11 - 50 employees
đź’¸ Finance
🤝 B2B
⚕️ Healthcare Insurance
Staff Accountant
Job not on LinkedIn
October 15
🌲 North Carolina – Remote
đź’µ $45k - $60k / year
⏰ Full Time
🟢 Junior
đź’˛ Accountant / Accounting
Jonathan W White CPA, PLLC
Finance • B2B • Healthcare Insurance
Jonathan W White CPA, PLLC is an accounting firm that specializes in providing comprehensive financial services to small businesses and individuals. Their expertise includes business services, cash flow management, tax planning, and tax preparation. They emphasize the importance of both traditional accounting practices and innovative approaches to support their clients. The firm is particularly renowned for its expertise in serving the dental profession, helping clients manage their tax strategies and financial planning effectively. Their proactive approach and dedication to client satisfaction make them a trusted partner in navigating complex tax codes and ensuring financial stability.
11 - 50 employees
đź’¸ Finance
🤝 B2B
⚕️ Healthcare Insurance
đź“‹ Description
• Responsible for multiple clients (25 - 30 monthly) • Prepare year-end closeout from raw data • W2s & 1099 reporting • Enter and classify client data • Handle routine client questions • Prepare bank and credit card reconciliations • Utilize QuickBooks and train clients • Prepare financial statements for CPA review • Prepare journal entries for month and year-end close • Prepare Payroll, Sales & Use Tax Returns, Property Tax Returns • Assisting with ad-hoc projects & Tax Return preparations as needed
🎯 Requirements
• Bachelor’s Degree preferred, but strong equivalent experience will be considered • 1+ yrs of full charge accounting experience in public accounting with a strong knowledge of QuickBooks Online • Excellent written and verbal communication skills to work with clients and coworkers • Knowledge/experience with preparing quarterly tax estimates is a plus • Experience with data entry, record keeping, and computer operation • Organizational skills, attention to detail and time-management skills • Ability to manage multiple priorities and deadlines • Comfortable working on multiple open projects and clients at one time • Intimate knowledge of Intuit platforms and fluency in Microsoft suite, proficiency with QuickBooks (Online); experience with Practice CS is a plus
🏖️ Benefits
• Great Healthcare • Paid Time Off • Retirement plan with company percentage match • Future growth opportunities within the company • Flexibility in work arrangements
Apply Now