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Personal Finance Preparer

Description

A client of ours in the Denver area is looking for a strong Personal Finance Preparer to assist their team going into Tax Season

Primary responsibilities for the Personal Finance Preparer:
- Source income and tax documents for individual clients
- Review P&L Statements for individual clients
- Prepare Schedule C for individual clients for the 2019 tax season

Requirements

Ideal skills and experience for Personal Finance Preparer candidates:
- Accounting work experience and/or coursework
- Experience working through reconciliations
- Basic Excel skills
- Exposure to Salesforce is a PLUS

Other information for the Personal Finance Preparer:
- Work hours are flexible, based on 8-5 Monday-Friday
- Overtime is expected during the tax season
- Business casual work environment - jeans everyday!
- Work hard, play hard environment!
- This position pays $18-20/hour
- Local Personal Finance Preparer applicants only, please!
- Qualified Personal Finance Preparer candidates will be contacted directly

Job Snapshot

Location US-CO-Lakewood
Employment Type Full-Time
Pay Type Hour
Pay Rate $18.00 - $20.00 /Hour
Store Type Accounting, Finance, Transportation
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Company Overview

Creative Financial Staffing

CFS is a leading, employee-owned accounting and financial staffing firm—the largest one founded by CPA firms. With more than two decades of experience helping companies locate, attract and hire exceptional accounting & finance professionals, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean. Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire and project support to interim management. Learn More

Contact Information

US-CO-Lakewood
Snapshot
Creative Financial Staffing
Company:
US-CO-Lakewood
Location:
Full-Time
Employment Type:
Hour
Pay Type:
$18.00 - $20.00 /Hour
Pay Rate:
Accounting, Finance, Transportation
Store Type:

Description

A client of ours in the Denver area is looking for a strong Personal Finance Preparer to assist their team going into Tax Season

Primary responsibilities for the Personal Finance Preparer:
- Source income and tax documents for individual clients
- Review P&L Statements for individual clients
- Prepare Schedule C for individual clients for the 2019 tax season

Requirements

Ideal skills and experience for Personal Finance Preparer candidates:
- Accounting work experience and/or coursework
- Experience working through reconciliations
- Basic Excel skills
- Exposure to Salesforce is a PLUS

Other information for the Personal Finance Preparer:
- Work hours are flexible, based on 8-5 Monday-Friday
- Overtime is expected during the tax season
- Business casual work environment - jeans everyday!
- Work hard, play hard environment!
- This position pays $18-20/hour
- Local Personal Finance Preparer applicants only, please!
- Qualified Personal Finance Preparer candidates will be contacted directly

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Personal Finance Preparer Apply now