Senior Accountant/CPA - Bell & Company, P.A.

• Scan source documents using a desktop scanner for both bookkeeping and tax purposes.
• Organize source documents by category to create workpapers; bookmark work papers as needed for both bookkeeping and tax preparation.
• Verify data from client is accurate; make adjustments as needed.
• Prepare bank reconciliations and journal entries.
• Perform bookkeeping duties associated with tax planning and projections; enter information into QuickBooks.
• Prepare and review financial statements such as balance sheets, cash flow, and P&L statements.

• Establish a rapport and good communication with clientele.
• Contact client for clarity regarding source documents, income, expenses and other pertinent
• Meet with clients in person at Bell & Co. offices or may travel to client office to review finished work products.
• Evaluate client needs and identify opportunities for added services.
• Establish and maintain an effective working relationship with client and/or client representative(s). 
• Assist Shareholder in advising client in all areas of provided service.
• Contact client regarding past due balances; send late notices in a timely manner.
• Receive phone calls and answer any questions a client may have; assist clients with Ultratax or other software issues.

• Read and respond timely to both internal and client email.
• Update Shareholders and related coworkers on client account status, services being provided and current or potential issues for resolution.
• Attend company meetings, work group meetings, training sessions and other pertinent events.

• Act as secondary reviewer on tax returns processed by Accountants I, II, and III.

• Prepare tax returns: 990, 1040, 1041, 1065, 1120, and 1120S using Ultratax.
• Review quarterly 941 payroll tax reports.
• Prepare and process 1096 and 1099’s.
• Amend tax returns from prior years.
• Work with 3rd parties such as banks, investment advisors and county tax collectors to obtain information for tax returns and other projects.
• Prepare lead sheets summarizing tax data on forms of income/deductions – interest, dividends, donations.
• Deliver drafts of returns; answer questions and obtain authorization to file the return

• Train and/or assist with training of new employees and be of assistance to team members.
• Participate in tax update and other related training classes, workshops and seminars.
• CPA’s must participate in continuing education to maintain CPA designation.

• Monitor client budgets and deadlines.
• Seek out and make familiar applicable deadlines specific to client to ensure timely completion of related forms, returns, payroll processing, etc.
• Maintain logs: PR, Bookkeeping, Compilations, PR Deposits; Sales reports; 1099s, quarterly and annual reports, SUTA, PUCA, SH Health, BOD minutes and other applicable logs.
• Attend and participate in meetings and events that provide opportunities to gain new clients.
• Develop relationships and maintain network of professional peers and mentors.
• Provide leadership and/or supervise other accountants and bookkeepers.
• Perform various tasks and other duties as assigned by management.
• Be at work as required and on time.

• Must have a minimum of three (3) years of recent practical experience in public accounting, bachelor’s degree in Accounting, and must be a CPA in good standing in Arkansas.
• Resumes that do not meet the minimum qualifications will not be considered for the Senior Accountant position.
• This job description is not intended to be a complete description of all the required duties for the position.  

Congratulations on taking the next step in your career by finding Bell & Company, P.A. We are a regional CPA firm established in 1981 and located in central Arkansas. We are serious about the services we provide to our clients but manage to make that happen in a more casual atmosphere. Our employees are key to our success because their experience, education, integrity, hard work, and dedication to our clients and company propel us forward as a results-driven and trusted service provider. We seek people who not only possess technical skills and experience but who also are friendly, work well in a team environment, are approachable, can communicate well with team members, management, and most importantly, our clients. You’ve made the right choice in considering Bell & Company. Come grow with us!