Remote CAS Specialist

Summary

Join the awesome team at ConnectOS and enjoy a competitive salary package, annual appraisal, paid vacation and sick leave, medical, dental coverage, life insurance, and more.

Requirements

• Bachelor Degree in Accounting, Finance or related field of study
• 3-5 years of recognized bookkeeping or (CAS) Client Accounting Service
• QuickBooks Experience: Transactional accounting with QuickBooks experience, a minimum of 2 years of recent experience working within QuickBooks Online or QuickBooks desktop
• Bookkeeping Experience: Proficient in QuickBooks, ability to navigate various workflows including A/R, A/P, payroll, sales tax, journal entries, financial reporting, 3rd party apps integration, banking and credit card reconciliations
• Knowledge of US tax laws, regulations and deadlines

Responsibilities

• Maintaining client books as per supervisor instructions
• Review CAS projects to ensure quality of the following documentation: Checking Tax Basis of Financials- Cash or Accrual
• Matching Balance Sheet to prior year tax return
• Reverse entries for AP, AR, Cash, Credit Cards and Loans
• Matching Payroll Wages and Payroll Tax to Payroll Tab
• Ensure bank and credit card accounts have been properly reconciled each month
• Ensure auto loan accounts have been properly reconciled or adjusted properly
• Analyze balance sheet comparisons and identify any document differences
• Verify items under $1K are not capitalized to fixed assets
• Present Revenue variances to Managing Partner for solution
• Present variances in Tax Payable to Managing Partner for solution
• Complete Tax Workpaper allocations on P & L
• Customer Service and communication with Client as needed
• Refresh and ensure accuracy of the following Workpapers: A03 Payroll tab
• U01 Revenue Tab
• C01 Cash Tab
• K01 Tab (Credit Card, Auto Loans and Tax Payable)
• Assist with miscellaneous projects such as: tax vouchers, extensions. Franchise Tax Board project
• Assemblies, partner job status meetings- updating jobs in Office Tools (Compliance), Office Tools management, entering clients into LaCerte and client folders
• Tax Return to pull missing data report from Lacerte for individual tax return for the tax team
• Back up for support staff as needed

Preferred Qualifications

• CPA license
• Some knowledge of accounting and tax in cannabis industry is a plus
• Strong knowledge and familiarity of US Tax preparation (Business and Personal returns)
• Bookkeeping certification is a plus

Benefits

• Home-based
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Regular Company Events, Work Life Balance, and Career growth opportunities