- Meets time and budget constraints and client deadlines.
- Calculates payroll tax, sales or other local tax (if applicable), and prepares returns as needed.
- Prepares FIRPTA applications in an accurate and timely manner.
- Follows review notes, making corrections as requested and minimizes future incidents of corrections.
- Assists with proofing documents.
- Communicates with clients and team members, as requested, in an efficient and professional manner.
- Types, copies, organizes, and assembles documents to be distributed to clients or others.
- Logs in and tracks work being completed by respective team.
- Performs clerical duties, which may include but not be limited to, writing correspondence, sorting mail, screening calls, greeting visitors, etc.
- Provides support to team Executive Assistant(s) in coordinating and arranging meetings, preparing agendas and supporting documents for meeting, reserving/preparing facilities.
- Maintains data accuracy.
- Sets up electronically tracked tasks or prepare routing sheets for paper tracked tasks as needed.
- Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firm’s Quality Control document.
- Pursues training and upgrading of skills, including Firm software and Microsoft Office programs, etc.
- Has a basic knowledge and understanding of the services and products offered by the Firm.
- Assists various Supervisors and Managers within the group.
- Performs other duties as may be assigned.
- Demonstrates sound critical thinking, professional judgment, and decision-making skills.
- Solid knowledge of Word and Outlook and a basic knowledge of Excel as well as the ability to learn other programs including data base, e-mail, tax, and calendar software.
- Effective verbal and written communication skills.
- Conducts themselves with integrity in a responsible, professional manner and appearance.
- Excellent organizational skills and time management skills.
- Works well under pressure with strict deadlines.
- Minimal hazards.
- General office working conditions.
- May be required to lift files/boxes in the range of 10-25 pounds.
Kerkering, Barberio & Co. has been recognized by the Tampa Bay Business Journal as the #7 firm on their 2023 Top Accounting Firms; 2022 Best of SRQ Platinum Winner: Best CPA Firm; Top 300 Firms, MOVE - Best Firm for Women and Equity Leadership 2022; Top 25 Most Generous Workplaces in Sarasota, United Way Suncoast and more.
Kerkering Barberio has three offices: downtown Sarasota, Tampa, and Lakewood Ranch. Our headquarters is in Sarasota, where we have the honor of enjoying in one of Money Magazine’s “Best Small Cities to Live.” As a Firm, we work in a progressive business atmosphere that embraces work/life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff through company paid professional development, paid licenses and professional dues, tuition reimbursement, production bonuses, the opportunity to bank time, and a competitive compensation package.
For individuals who aspire for a career in public accounting, Kerkering Barberio can provide the best of both worlds. Rich with culture, our small-town location is great for a more relaxed lifestyle without forgoing recreational and entertainment value. In addition, the array of services offered by our firm makes us more comparable to a Big Four environment than to the typical local practice, providing greater career growth and diversity. Kerkering Barberio is a unique professional option.
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