Careers at Caldwell & Company
Small Business Accountants/Bookkeepers
Requirements:
Proficient in QuickBooks accounting software
Bachelor’s degree or higher; associates degree with experience considered
Extensive experience in all aspects of accounting--payroll and associated quarterly/annual reports, accounts receivable, accounts payable, preparation of monthly/quarterly/annual financial statements
Familiar with audit, review, and compilation procedures
Proficient with Internet research, Microsoft Word and Excel
Excellent oral and written communication skills
Comfortable with multi-tasking and completing projects by or before deadline dates
Responsibilities:
Primary function will be to serve as accountant to our clients, either on site or in office
Preparation of annual, quarterly, and monthly payroll tax filings
Perform research on various tax issues
Prepare responses to notices from taxing authorities
Assist in preparing responses regarding audit inquiries
Assisting with tax preparation, including federal and state corporate, individual, trust, and partnership income tax returns, and franchise tax returns
Assist with audits
Assist in determining the best route for our clients to ensure compliance and obtain maximum tax savings
Communicate with clients, either orally or in writing
Tax Accountants
Requirements:
Must have a minimum of 2 to 3 years experience
Must be experienced in preparing all types of individual and corporate income tax returns
CPA with advanced degree in taxation desirable
CPA candidate will be considered
Responsibilities:
Tax preparation—including federal, District of Columbia, and state corporate, individual, trust, and partnership income tax returns, and franchise tax returns, along with payroll monthly, quarterly and annual filings
Preparation of annual, quarterly, and monthly tax filings
Perform research on various tax issues
Prepare responses to notices from taxing authorities
Assist in preparing responses regarding audit inquiries
Assist on audits and continue to determine the best route for our clients to ensure compliance and obtain maximum tax savings.
Administrative Assistant
Requirements for this position:
Enthusiastic, self-starter, w/initiative and excellent organizational skills
Experienced with MS Office applications—proficient in Word, Excel, Outlook, and PowerPoint and is a fast learner of software programs
Very computer literate
Excellent oral/written communications skills
Detail oriented and good at multi-tasking
Responsibilities for Administrative Assistant:
Assisting the Office Manager and Principal of the company
Communicating via phone and in person with clients and vendors
Answering the phone, taking messages, and screening calls for purpose of prioritizing
Typing correspondence and assist with assembling and preparing documents for clients
Assist with tax return assembly and processing
Logging in/out mail and deliveries
Filing client and vendor documents
Assist in organization projects
Prepare presentations in PowerPoint and documents in Excel, upon occasion
Assist in training and supervising Interns
Printing billing reports and other related time and billing processes
If you think that you can be a contributing member in a busy accounting office, enjoy interaction with clients, and participating as a team member with leadership capabilities, then you will enjoy working at Caldwell & Company.