Business taxes specialist vs certified public accountant

Differences between business taxes specialist and certified public accountant duties and responsibilities

Business taxes specialist example responsibilities.

• Manage a combination of commercial and personal banking relationships, and promote cross-selling across multiple product lines.
• Resolve various tax issues including client representation through practice before the audit, collections and appeals offices of the IRS.
• Possess working knowledge of QuickBooks, Peachtree and TaxWise accounting software packages.
• Update monthly strategy report in SharePoint database.
• Provide monthly performance numbers for variety of mutual funds both internally for portfolio management, marketing and external reporting agencies.
• Manage a combination of commercial and personal banking relationships, and promote cross-selling across multiple product lines.

Certified public accountant example responsibilities.

• Mentor highly skil accounting and tax management team to achieve establish objectives including conformity with GAAP compliance.
• Maintain monthly client bookkeeping including bank reconciliations, account payable and prepare preliminary financial statements for CPA review.
• Conduct bookkeeping, bank reconciliations and generate general ledgers as well as raise concerns about expenditure classifications and revenue recognition.
• Prepare and review month-end close, including journal entries, general ledger account reconciliations, and financial statement supporting documentation.
• Gain a working knowledge of audit objectives and procedures in compliance with GAAP and GAAS.
• Prepare and monitor audit programs, assist management in design and monitoring of SOX compliance programs.
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