-
Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting, or other tax requirements.
-
Review taxpayer accounts, and conduct audits on-site, by correspondence, or by summoning taxpayer to office.
-
Prepare detailed reports on audit findings.
-
Analyze business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses or to provide advice.
-
Advise clients in areas such as compensation, employee health care benefits, the design of accounting or data processing systems, or long-range tax or estate plans.
-
Report to management regarding the finances of establishment.
-
Inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.
-
Evaluate taxpayer finances to determine tax liability, using knowledge of interest and discount rates, annuities, valuation of stocks and bonds, and amortization valuation of depletable assets.
-
Prepare adjusting journal entries.
-
Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
-
Review accounts for discrepancies and reconcile differences.
-
Report to management about asset utilization and audit results, and recommend changes in operations and financial activities.
-
Develop, maintain, or analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.
-
Examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity.
-
Conduct pre-implementation audits to determine if systems and programs under development will work as planned.
-
Prepare, analyze, or verify annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning.
-
Audit payroll and personnel records to determine unemployment insurance premiums, workers' compensation coverage, liabilities, and compliance with tax laws.
-
Inspect cash on hand, notes receivable and payable, negotiable securities, and canceled checks to confirm records are accurate.
-
Review data about material assets, net worth, liabilities, capital stock, surplus, income, or expenditures.
-
Direct activities of personnel engaged in filing, recording, compiling, and transmitting financial records.
-
Confer with company officials about financial and regulatory matters.
-
Examine records and interview workers to ensure recording of transactions and compliance with laws and regulations.
-
Establish tables of accounts and assign entries to proper accounts.
-
Examine whether the organization's objectives are reflected in its management activities, and whether employees understand the objectives.
-
Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.
-
Supervise auditing of establishments, and determine scope of investigation required.
-
Examine inventory to verify journal and ledger entries.
-
Collect and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies.
-
Process invoices for payment.