Overview
Tax Accountant Jobs in Bala-Cynwyd, PA at CK2 Financials
Job description
About CK2 Financials
CK2 Financials is a growing accounting and advisory firm that helps individuals and small businesses with tax, bookkeeping, and financial management services. We value process‑driven work, strong client relationships, and a collaborative, professional office culture.
Multistep application process
We follow a multistep hiring process to identify candidates who align with our values and work style. All applicants must apply through our website:
https://ck2financials.com/ck2-careers
As part of this process, candidates will:
- Submit an online application on our website.
- Complete a brief video interview on our website.
Only candidates who complete both steps will be considered for interviews.
Role overview
We are seeking a Tax Accountant to perform a variety of bookkeeping, tax, and accounting tasks and to support our managers, staff, and clients. You will handle tax return preparation and review, maintain client financial records, and contribute to the smooth daily operation of the office. This role is ideal for someone who cares about accuracy, efficiency, and client service.
Key responsibilities
- Review aged accounts receivable reports weekly.
- Prepare required daily general ledger entries and month‑end journal entries.
- Prepare and file federal, state, and local tax returns.
- Manage client accounting software accounts (e.g., QuickBooks).
- Maintain and manage monthly client business accounts.
- Handle digital and hard‑copy filing using QuickBooks and Microsoft Office.
- Draft and manage correspondence, including letters, emails, and phone calls, on behalf of CK2 Financials and related entities.
- Perform payroll‑related tasks, including verifying timesheets, preparing payroll reports, and generating checks for signatures.
- Perform bank reconciliations and prepare monthly profit and loss statements and balance sheets.
- Prepare summaries and memos for meetings with supervisors and team members.
- Collaborate closely with management on daily operations and assist with departmental projects as needed.
- Establish and maintain positive, professional relationships with clients, vendors, and contractors.
Core skills and attributes
- Highly motivated and curious, with a desire to continuously learn.
- Detail‑oriented and able to manage multiple concurrent tasks and deadlines.
- Able to stay calm under pressure and address issues before they escalate.
- Open to feedback and able to receive constructive criticism.
- Proficient in Microsoft Office, especially Excel and PowerPoint.
- Comfortable handling and frequently reprioritizing a high volume of tasks.
- Takes ownership and maintains a strong “big picture” view of assigned responsibilities.
- Discreet and professional when handling confidential or sensitive information.
- Strong written and verbal communication skills and polished interpersonal skills.
- Able to work effectively with a variety of personalities; resourceful, self‑confident, and with a sense of humor.
Required skills and experience
- Experience with digital work order applications and systems.
- Experience with cloud storage applications and systems.
- Proficiency in the Microsoft Office suite.
- 3+ years of office administration experience preferred.
Education
- BS in Accounting or Finance (required).
Experience
- 3 years of professional work experience.
- 1+ years of computer accounting experience.
Compensation, schedule, and benefits
- Compensation: Salary + commission; expected range $40,000 – $50,000 per year.
- Job type: Full‑time.
- Location: In‑office position at our Bala Cynwyd, PA office.
- Approximately 10–20 company‑scheduled remote days per year.
Benefits (after 90‑day probationary period):
- Continuing education
- Training
- Membership and Associations
Additional information
- EOE M/F/Disability/Veterans.
- Candidates will undergo background checks.
- Candidates must be authorized to work in the United States.
- COVID‑19: We provide masks, gloves, and hand sanitizer to help keep staff safe.
To apply: Please do not call the office. Apply only through our careers page and complete the video interview:
https://ck2financials.com/ck2-careers
Pay: $40,000.00 – $50,000.00 per year
Benefits:
- Continuing education credits
- Dental insurance
- Flexible schedule
- Health insurance
- On-the-job training
- Opportunities for advancement
- Paid time off
- Paid training
- Professional development assistance
- Retirement plan
Work Location: In person
Title: Tax Accountant
Company: CK2 Financials
Location: Bala-Cynwyd, PA
