Assistant Controller
5 months ago
Required Education and Experience : Bachelor’s Degree in Accounting or Business Administration. Certified Public Accountant (CPA) license.
Preferred Education and Experience: Master of Accounting, Taxation focus preferred. Minimum of 5-7 years experience in public or private accounting, primarily in the area of taxation.
Additional Eligibility Qualifications: Computer literate. Proficient in Microsoft Excel and Word and accounting-related software. Working knowledge of monthly Accounting processes and Financial Statement analysis.
Essential Functions
Watson Clinic (Clinic) Partnership Tax Return — Coordinates all stages of the annual partnership tax return, prepares all detailed information required for the tax return to be reviewed by the independent accounting firm, and finalizes the return in time for the partner K-1s to be distributed on April 1.
Interim Financial Statement Reporting — Performs an overall analytical review of the Clinic’s monthly consolidated financial statements and communicates the results to management in a timely manner. Reconciles balance sheet accounts monthly.
Annual Financial Statement Audits — Coordinates the preparation of all support schedules requested by the independent accounting firm to facilitate an efficient interim and year-end financial statement audit of the Clinic, as well as the Clinic’s benefit plans.
Other Tax Compliance — Ensures that tax compliance is maintained for all other ancillary returns for the Clinic, Watson Clinic Center for Research (CFR), Center for Cancer Care and Research (CCCR), and Watson Clinic Foundation (Foundation), including Forms 5500 and tangible personal property returns.
Tax Research — Reviews various tax issues (Clinic, CFR, CCCR, Foundation) for conformity with Clinic policy and IRS guidelines, as they arise. This also includes staying current with changes in prevailing tax and accounting rules.
Annual Operating Budget — Prepares operating budget for review by the Controller and Finance Director.
Annual General Insurance Policy Renewal – Calculates business income for each of the Clinic’s locations for the insurance broker in advance of the insurance policy renewal.
Other Responsibilities – Reviews payroll registers prior to submission to payroll company to ensure accuracy. Reviews accounts payable check registers prior to weekly check run to reinforce internal controls. Performs other financial and/or analytical tasks and participates in special projects, as requested by the Controller or Chief Financial Officer.
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