Duncan Financial Group

• Maintain and manage financial records using QuickBooks Online (QBO) and QuickBooks Desktop (QBD) • Process daily accounting transactions and maintain general ledger accuracy • Prepare and post journal entries • Perform monthly bank account and credit card reconciliations • Process payroll accurately and timely, ensuring compliance with applicable regulations • Prepare and file quarterly payroll tax returns, including IRS Form 941 filings • Prepare annual W-2 and 1099 reporting as required • Prepare and file local mercantile/business privilege tax filings • Process accounts payable and accounts receivable transactions • Monitor cash balances and assist with cash management activities • Assist with month-end and year-end closing processes • Prepare internal financial statements and management reports for business owners and leadership teams • Analyze financial records to identify discrepancies and recommend corrective actions • Support CPA firms and management with tax preparation, audits, and financial reviews • Maintain organized accounting records and supporting documentation in accordance with company standards • Assist with compliance-related reporting requirements and regulatory filings • Provide support for bookkeeping cleanup and catch-up projects as needed • Communicate professionally with clients, vendors, and internal stakeholders regarding financial matters • Stay current on accounting best practices, payroll regulations, and tax filing requirements • Maintain confidentiality of sensitive financial and payroll information • Perform other duties as assigned

• Prepare accurate and timely tax returns for individuals, partnerships, corporations, and nonprofit organizations • Deliver exceptional service to clients to promote satisfaction and retention • Apply technical knowledge to complex tax and accounting matters, ensuring compliance and optimal tax outcomes • Process daily transactions to general ledger accounts and prepare journal entries • Reconcile commission revenue and assist with month-end closings • Assist in the preparation of internal financial statements for multiple business entities • Process vendor payments and ensure accurate accounts payable entries • Record receipts and maintain accounts receivable accuracy • Monitor cash balances across multiple entities and escalate issues as needed • Assist in the coordination of various finance-related duties and special projects • Support cross-functional activities as assigned to improve process efficiencies • Perform other duties as assigned.