Accounting Specialist-Tax/401(k)

Position Summary

Handles diversified accounting responsibilities including handling tax, 401(k)/IRA, and Workers’ Compensation filings and ACH processing.

Essential Duties and Responsibilities

1. Prepares client and company monthly, quarterly and annual federal and state tax filings; generates tax payments due.
2. Handles all ACH direct deposit payroll processing for assigned clients; handles ACH collections for accounts receivables due the company.
3. Handles 401(k) and IRA filings; uploads files to process employer match and processes all contributions; generates annual census reports for non-discrimination testing.
4. Handles generation of monthly payroll reports for Workers Compensation premium collection; verifies accuracy of premium with providers.
5. Reolves tax problems reported by clients or agencies relating to inaccurate or late payments.
6. Performs special projects or other duties as assigned

Minimum Qualifications (Education, Experience, Skills, Abilities)

• High School Diploma with additional accounting education
• Minimum 2 years accounting, financial reporting and tax filing experience;
• Detail-oriented with ability to handle repetive tasks
• Strong computer skills with ability to learn new software quickly
• Ability to multi-task, prioritize and meet deadlines

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

While performing the duties of this position, the employee is regularly required to talk and/or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools or controls. Extensive periods of sitting are required as well as reaching with hands and arms. Ability to climb, stoop, kneel are needed at times.

The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.

The noise level in the work environment is usually quiet to moderate.

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will posses the skills aptitudes and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills or abilities.