Job description
About us
Harper & Pearson Company, P.C. is a small business in Houston, TX. We are professional, supportive and engaging.
Our work environment includes:
- Modern office setting
- Growth opportunities
- Company perks
- Flexible working hours
- Relaxed atmosphere
- Regular social events
- Lively atmosphere
- Safe work environment
- On-the-job training
Preferred Experience:
· Basic accounting background/ knowledge
· Strong Microsoft Excel and Word knowledge
· Audit/ Assurance knowledge
· Bookkeeping knowledge
· Financial statement knowledge
· Typing skills
Immediate Job Duties:
Prosystem PFX
· Set up new clients
· Rolling binders forward and deleting duplicates
· Enter client trial balances
· Drafting financial statements
· Draft engagement and rep letters
· Updating financial statements with changes per staff
· Adding, updating and deleting employees
Checkpoint Research
· Adding and deleting employees
Checkpoint PPC tools
· Updating titles to Rightnetworks when updates are sent
· Once titles updates, compare PY to CY for changes
Confirmation.com
· Set up new employees, make previous employees inactive
· Assign lead auditor to clients
Prostaff
· Posting staffing requests
· Roll forward schedules on 6 month basis
Practice Prosystem Project
· Assign projects to new clients
Peer review
· PCAOB every 3 years
· Keep track of reports issued
· Assist Kelley with any forms needed
· Assist Kelley with any AICPA or TSCPA forms needed
Other
· Enroll audit staff in CPE
· Keep track on yearly basis employee CPE
· Keep track of yearly CPE issued by Harper Pearson
· Update yearly CPE license for Harper Pearson with TSCPA
Software Knowledge:
· Microsoft Excel and Word
· Acrobat
· Prosystem PFX and Prosystem PFX Administrator
· Checkpoint Research, Checkpoint Learning and checkpoint PPC Tools
· Confimration.com
· Prostaff
· Practice Management time and Practice Management Projects
· Dynamo Label
· Safesite Storage
Soft skills:
· Well organized
· Detail oriented
· Able to multitask and manage time well
· Not afraid to ask questions if unclear
· Work well under pressure
· Able to stay on-top of and meet critical deadlines
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Physical setting:
- Office
Schedule:
- 8 hour shift
- Monday to Friday
Ability to commute/relocate:
- Houston, TX 77056: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Microsoft Excel: 1 year (Preferred)
License/Certification:
- CPA (Preferred)
Work Location: In person
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