About Our Firm
The Atlanta CPA Group is a growing CPA firm providing tax preparation, tax planning, accounting, bookkeeping, and business advisory services to individuals and small businesses. Based in Duluth, Georgia, we value accurate work, responsive service, and lasting client relationships.
We are seeking a dependable Accounting & Tax Associate to support client accounting and tax preparation while working directly with the CPA and firm owner.
About the Role
You will maintain client books, prepare tax returns under CPA supervision, and communicate with clients to keep assignments moving. The ideal candidate can complete routine accounting tasks independently, organize work for CPA review, identify missing information, and ask questions promptly.
This position begins part-time. There is potential for additional hours or a transition to full-time as workload and business needs grow.
Key Responsibilities
Accounting and Bookkeeping
- Maintain client books in QuickBooks Online, including transaction classification and bank, credit card, and loan reconciliations.
- Assist with monthly and quarterly closings and prepare draft financial statements.
- Research discrepancies and prepare proposed adjusting entries for CPA review.
- Support accounting cleanup, payroll reconciliations, and year-end reporting.
Tax Preparation
- Prepare individual and business tax returns under CPA supervision, based on experience.
- Organize supporting documents and prepare clear, complete tax workpapers.
- Review prior-year returns and identify missing information or items requiring CPA attention.
- Assist with extensions, estimated tax payment schedules, and responses to tax notices as assigned.
Client Service and Workflow
- Request documents and follow up with clients to resolve routine questions.
- Maintain organized client files, workpapers, and workflow updates.
- Manage assigned deadlines and communicate potential delays early.
- Assist with onboarding new clients and establishing their accounting records.
- Follow firm procedures for confidentiality and secure handling of client information.
Qualifications
- Relevant experience in accounting, bookkeeping, or tax preparation; public accounting experience is preferred.
- Hands-on experience with QuickBooks Online.
- Understanding of account reconciliations, month-end closing, and financial statements.
- Experience preparing individual tax returns; business tax return experience is a plus.
- Proficiency in Microsoft Excel and comfort learning accounting and tax software.
- Strong attention to detail, organization, and written and verbal communication skills.
- Ability to manage multiple assignments, complete routine work independently, and recognize when CPA guidance is needed.
- Bachelor’s degree in Accounting or a related field preferred.
Preferred Qualifications
- Experience with Drake Tax software.
- QuickBooks Online ProAdvisor certification.
- CPA or EA credential, or progress toward either designation; licensure is not required.
