Jonathan W White CPA, PLLC
11 - 50 employees
💸 Finance
🤝 B2B
⚕️ Healthcare Insurance
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.
Staff Accountant
Job not on LinkedIn
🕒 April 25
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Jonathan W White CPA, PLLC
11 - 50 employees
💸 Finance
🤝 B2B
⚕️ Healthcare Insurance
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.
📋 Description
• As a Full Charge Accountant, you will be responsible for multiple clients (25 - 30 monthly) • Prepare year-end closeout, possess a strong work ethic • Handle routine client questions • Prepare bank and credit card reconciliations • Utilize QuickBooks with ability to train clients • Fixed Asset Tracking • 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 candidates with 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 fluent in Microsoft suite, proficient with QuickBooks (Online); experience with Practice CS is a plus • Energized professional with a client first mentality • Positive, team-oriented mindset
🏖️ Benefits
• Great Healthcare • Paid Time Off • Retirement plan with company percentage match
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