The duties and responsibilities of this position include, but are not limited to those listed below. These duties and responsibilities may be modified at any time by a Firm Partner. Modifications will be in writing and will be acknowledged by both parties.
Prepare federal and multi-state tax returns for individuals, C and S corporations, partnerships, Limited Liability Corporations, gift and non-profits
Research tax issues
Adjust client yearend figures as warranted and file amended returns
Prepare interim and annual tax projections for corporations and individuals
Develop and design tax planning strategies for clients by collaborating with attorneys, wealth management advisors, investment advisors and financial planners
Advise clients on business formations, acquisitions, dissolutions, succession planning and restructuring
Produce accurate and timely work papers
Maintain strong client focus by developing a productive, consultative and open relationship
Provide full service support on and offsite including but not limited to, financial analysis, review and preparation of general ledger, bank reconciliations, adjusting/closing entries, fixed asset management, payroll, sales and property taxes, spreadsheets
Respond to IRS notices received by clients, including contacting the IRS directly when necessary
Prepare litigation support work as requested
Train clients on Intuit QuickBooks and other client/industry specific software
Prepare monthly, quarterly and annual compilations and reviews in adherence with General Accepted Accounting Principles (GAAP)
Prepare monthly and quarterly payroll related tax returns and IRS deposits
Prepare state payroll tax returns
Prepare and review monthly and quarterly sales tax returns
Perform agreed upon procedures
Assist with training, overseeing and mentoring new employees
Follow prescribed procedures, rules and laws while being mindful of ways to streamline and enhance department, processes and work flow
Prioritize work flow throughout the day
Stay current on trends and economic developments
Complete Continuing Professional Education (CPE) on time
Be cognizant of business and networking opportunities to benefit the Firm
Keep Manager informed of work in progress
Achievement and Results Orientation
Planning and Organizing
Relationship and Network Building
Self Confidence and Self Esteem
Teamwork and Cooperation
Values and Ethics
Working with Others
Education and/or Experience:
Current CPA Designation
Five to Ten Years’ Experience in Public Accounting
Technical Skill Proficiency:
Microsoft Suite of Products
Intuit QuickBooks for PC
Intuit QuickBooks Online
Thomson Reuters Suite of Products – Ultra Tax, File Cabinet, Practice Management, Creative Solutions
CFS Payroll Tax
Ten Key Calculator
Able to sit for prolonged periods of time at a workstation
In 1987, with a combined 15 years of experience in public accounting between the two of them, Linda Elerick and a colleague formed their own practice, offering tax and audit services to the Orlando area under the name Galloway & Elerick, P.A. After growing their respective focuses, the prudent decision was made to split the tax and audit divisions, with each partner continuing to expand their res...pective practices. Linda continued to focus on providing premier tax and general compliance services under the new firm of Linda M. Elerick & Company.
The next 13 years witnessed meteoric growth for Linda M. Elerick & Company, as word spread quickly throughout the Central Florida area. The firm added more staff to service its rapidly growing client base. Throughout the growth, Linda was able to preserve her philosophy that the highest level of excellence in service was paramount in all client matters. This personal touch continues to be a main focus of the business model today.
After graduating from college in 2003, Linda’s son Chris was added to the team. He finished his Masters and CPA certification while gaining on-the-job experience. In 2010, Linda and Chris became partners and formed Elerick & Elerick, P.A.
As we move into the second decade of the 21st century, we at Elerick & Elerick, P.A. are diligently working with our clients to help them navigate the challenges and uncertainties that are currently presenting themselves. We believe that now, perhaps more than ever before, it is crucial for our individual and business clients to align themselves with CPAs who provide accurate, timely and personal service.
We hope to count you among our many valued clients!
The mission statement of Elerick & Elerick is to leverage our team’s multi-faceted professional experiences to provide prompt, personal service of the highest excellence, accuracy and professionalism. We position ourselves as advocates for our clients, helping them navigate complicated tax and business issues through value-added strategic relationships.