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Company Information Organization Name: Katherine Caldwell CPA PLLC About Our Organization: Small accounting office Website: caldwellmt.com FLSA Status: Non-exempt Prepared Date: 04-30-2024 Hiring Manager Job Title: Managing Member-Owner Job Level: Individual Contributor Employment Status: Full-time Regular Primary Location: Great Falls, MT JOB SUMMARY Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. May also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers. EDUCATION and EXPERIENCE --Bachelor's Degree preferred. A recent Accounting graduate on CPA track would be ideal. --Post-Secondary Certificate - awarded for training completed after high school. 2 year associate degree with a willingness for further training --High School Diploma - or the equivalent (for example, GED) with relevant experience KNOWLEDGE --Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. --Administrative - Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology. --English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. --Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data. --Computers and Electronics - Knowledge of electronic equipment, and computer hardware and software, including applications and programming. SKILLS Basic Skills --Active Learning- Understanding the implications of new information for both current and future problem-solving and decision-making. --Active Listening- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. --Critical Thinking- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. --Learning Strategies- Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things. --Mathematics- Using mathematics to solve problems. --Monitoring- Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action. --Reading Comprehension- Understanding written sentences and paragraphs in work-related documents. --Science- Using scientific rules and methods to solve problems. --Speaking- Talking to others to convey information effectively. --Writing- Communicating effectively in writing as appropriate for the needs of the audience. SOCIAL SKILLS --Coordination- Adjusting actions in relation to others' actions. --Instructing- Teaching others how to do something. --Negotiation- Bringing others together and trying to reconcile differences. --Persuasion- Persuading others to change their minds or behavior. --Service Orientation- Actively looking for ways to help people. --Social Perceptiveness- Being aware of others' reactions and understanding why they react as they do. COMPLEX PROBLEM SOLVING SKILLS Complex Problem Solving- Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions. TECHNICAL SKILLS --Equipment Maintenance- Performing routine maintenance on equipment and determining when and what kind of maint nance is needed. --Troubleshooting- Determining causes of operating errors and deciding what to do about it. RESOURCE MANAGEMENT SKILLS Time Management- Managing one's own time and the time of others. WORK CONTEXT --Communication - Assisting clients that are in the office as well as those communicating by phone, email and text. --Routine versus Challenging Work - This position will have a set amount of routine work, daily, monthly and quarterly schedules but it will always have changing requirements along with the routine. Time management and flexibility to work schedule are a must. --Pace and Scheduling - The pace of tax season is hectic and scheduling is erratic. The other 9 months of the year have a much more relaxed pace and the schedule will be flexible. PRIMARY JOB DUTIES --Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes. --Operate computers programmed with accounting software to record, store, and analyze information. --Comply with federal, state, and company policies, procedures, and regulations. --Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software. --Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers. --Code documents according to company procedures. --Access computerized financial information to answer general questions as well as those related to specific accounts. --Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents. --Reconcile or note and report discrepancies found in records. Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal. --Perform general office duties, such as filing, answering telephones, and handling routine correspondence. --Receive, record, and bank cash, checks, and vouchers. --Match order forms with invoices, and record the necessary information. ACTIVITIES -Writing - Communicating effectively in writing as appropriate for the needs of the audience. --Speaking - Talking to others to convey information effectively. --Reading Comprehension - Understanding written sentences and paragraphs in work-related documents. --Mathematics - Using mathematics to solve problems. --Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. --Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. TOOLS and TECHNOLOGY TOOLS --Desktop computers --Image scanners --Adding Machine TECHNOLOGY ACCOUNTING SOFTWARE --Accounting software --Drake Accounting --Intuit QuickBooks Online and Desktop --Rentec --DoorLoop DESKTOP COMMUNICATIONS SOFTWARE --Skype Desktop publishing software --Microsoft Publisher Document management software --Adobe Acrobat --Document management system software Electronic mail software --Microsoft Exchange --Microsoft Outlook Internet browser software --Microsoft Internet Explorer --Google Chrome --Mozilla Firefox Office suite software --Microsoft Office software Operating system software --Microsoft Windows Presentation software --Microsoft PowerPoint Spreadsheet software --Microsoft Excel Word processing software --Google Docs --Microsoft Word --Word processing software NOTE This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements a

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