• Provide an exceptional level of service to both management and clients, utilizing excellent judgment,communication, common sense and a strong sense of urgency.• Daily use of Word, Excel, Outlook, Outlook Calendar, Adobe Acrobat.• Extensive use of QuickBooks Desktop and Online versions.• Daily use of Lacerte tax software; preparation of business and individual tax returns.• Manage all facets of accounting, to include A/R, A/P, Payroll, account reconciliations.• Prepare quarterly and year-end payroll reports.• Monitor and coach clients regarding payroll tax deposit requirements.• Prepare of sales tax returns for various industries.• Prepare 1099’s, 1096 and assist clients with the required paperwork to main accurate, up-to-date files.• Tax planning and projections to monitor, plan and minimize clients tax liabilities.• Manage high volume of incoming and outgoing accounting and tax projects to ensure timely preparation and meeting deadline requirements.• Track projects through the various stages of preparation utilizing computer tracking software and internal communication.• Lead preparer for the majority of communication to the Internal Revenue Service and other agencies, responding to tax discrepancy and delinquency notices.• Preparation of daily and weekly internal reports for management use.• Preparation of financial reports for clients ensuring they meet reporting requirements.• Handle high volume of calls from existing clients, new prospects and affiliates.• Scheduling of calls, appointments and meetings.• Attend meetings with the company’s owner to assist with discussion of the project scope, prepare bid cost worksheet and to document files with meeting notes.• Prepare legal documents to include organizational documents for new LLC’s, Corporations and Non-Profit Organizations.

• Duties inclusive of job above.• Train clients on use of QuickBooks software.• Prepare invoices for client services and assist with collection calls.• Maintain client files on firm network.• Assist with front office duties, to include the mail processing, lobby traffic and phone calls.• Preparation/input of clients accounting or review and adjustments to their internal accounting records.• Assistance to others with computer and software issues. Responsible for all administrative functions in addition to client accounting and tax preparation.• Daily use of ProSystem tax software; preparation of business and individual tax returns.• Participation in local organizations for community involvement and business development.• Set up and maintain firm website.

• Obtained underwriting authority for majority of conventional loan originations.• Work closely developing relationships with real estate agents, contractors and title companies.• Prepare product presentations for realtor meetings and real estate offices.• Participate in business and real estate expos with information booth• Prepare advertising material for business solicitation and meetings.• Heavy appointment scheduling.• Careful attention to deadlines.• Territory includes the Northeastern part of the state; Pinetop, Show Low, Globe, Payson, Winslow, and Holbrook with ongoing travel scheduling and arrangements.• Participate in local organizations for community involvement and business development