Accountant – Small Business Services

Job Description

Accountant | firstPRO, Inc

The Tone:
This is a position for an Accountant at firstPRO, Inc. The company is a well-established local accounting firm that prides itself on building strong relationships with its clients and delivering tangible results. This role is integral to the firm’s client service model, focusing on providing a blend of essential bookkeeping, precise tax preparation, and insightful advisory services. By working closely with a diverse portfolio of small businesses and individual clients, the Accountant will directly contribute to their financial health and success, experiencing the immediate impact of their expert contributions.

The TL;DR
• Role: Early Career
• Location: In-person, Ambler, PA

• Team: This role reports to senior accountants and partners and is part of a collaborative team.
• Mission: This person will own the accurate preparation of financial records, tax returns, and the provision of financial insights for diverse clients.
• Tech Stack: Microsoft Excel, accounting software, UltraTax (plus)

What You’ll Actually Do
• Tax Preparation: Prepare individual (1040) and business tax returns efficiently and accurately.
• Financial Record Keeping: Perform comprehensive bookkeeping and maintain accurate financial records for a diverse client base.
• Statement Reconciliation: Prepare and reconcile bank accounts, general ledger accounts, and financial statements, ensuring accuracy.
• Client Advisory & Insights: Review financial reports to identify discrepancies, provide meaningful financial insights, and assist business owners with day-to-day accounting questions and best practices.
• Process Support & Collaboration: Support month-end and year-end accounting processes, and collaborate with senior accountants and partners on tax planning and various client projects.

The Must-Haves
• Background: Early Career professional with a Bachelor’s degree in Accounting or Finance.
• Experience: At least one year of experience preparing tax returns and performing bookkeeping tasks.
• Skills: Ability to read, interpret, and analyze financial statements; Strong attention to detail and organizational skills; Excellent communication and client service abilities; Proficiency with Microsoft Excel and accounting software.
• Bonus: Experience with UltraTax.