Job Description
Job Description
ABOUT THE COMPANY
Capitol Tax & Accounting Group has been providing comprehensive financial services to residential and commercial clients in Madison, WI and the surrounding areas since 2013. We’re a small, growing firm with a long history of success in the areas of individual, corporate, trust, estate, and gift tax return preparation, along with consulting, bookkeeping, and payroll. Our focus is to deliver tax, accounting, and specialized solutions that provide the information needed to successfully manage our client’s business and everyday life. We assist our clients with creating a growth plan combined with a tax strategy to leverage any potential tax benefits that may exist.
JOB SUMMARY
- Prepare income tax preparation for individuals, small businesses, and trusts
- Provide bookkeeping services to clients using QuickBooks and QuickBooks Online
- Assist in month-end and year-end close processes
- Manage fixed asset accounting, accruals, and journal entries
- Supply general ledger entries by compiling and analyzing information
- Produce balance sheets, profit and loss statements, and other supplemental reports
- Summarize account information and identify trends to assist business leaders in decision making
- Assist senior staff in preparing tax projections to assist clients with tax planning
- Assist with analyzing client financial records to identify potential accounting and tax issues
- Establish, maintain, and grow relationships with clients, while providing exceptional client service through commitment to exceptional client service interactions, communication, and timeliness
PREFERRED SKILLS
- Associate or bachelor’s degree in accounting or finance
- Bookkeeping and payroll experience
- Basic understanding of tax concepts
- Understanding of Generally Accepted Accounting Principles (GAAP)
- Excellent analytical skills with attention to detail
- Integrity with an ability to handle confidential information
- Strong verbal and written communication skills
- A positive team player able to work with others to achieve results
- Proficient in Microsoft Suite (Excel, Word, Outlook)
- Strong organizational skills
BENEFITS
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance, short-term and long-term disability
- Retirement plan with employer match
- Unlimited PTO
- Company paid educational materials and expenses
- Bonus Program
- Hybrid work environment
Salary range: $60,000 - $65,000
Capitol Tax & Accounting Group is dedicated to creating a supportive employment environment irrespective of race, color, age, sex, religion, national origin, sexual orientation, veteran status, or non-disqualifying disability.