Business taxes specialist vs junior accountant

Differences between business taxes specialist and junior 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.

Junior accountant example responsibilities.

• Manage and monitor accounting procedures for compliance with Sarbanes-Oxley and coordinate and facilitate external audit requirements.
• Perform and assist with month-end close procedures, including preparation of monthly balance sheet and income statement account reconciliations.
• Identify hundreds of daily transactions from banking statements using QuickBooks and present monthly financial reports
• Perform bank and credit card reconciliations and assist with month-end accruals in addition to inter-company reconciliations.
• Prepare financial schedules, account reconciliations, and detail financial statements and reports for analysis, financial reporting, and decision-making.
• Deposit checks into lockbox and post to funds to proper accounts daily.
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