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Bookkeeping for membership association
Scope of Work for Virtual Accounts Assistant Initial Effort (One-Time) 1. Identification of Suitable Online Accounting Software • Review the client's requirements and evaluate 3 top accounting software alternatives that would best fit the needs of the membership association. • Provide a detailed comparison of the features, pricing, and suitability of each recommended software option. 2. Setting up Chart of Accounts • Establish a comprehensive chart of accounts tailored to the membership association's financial structure and reporting requirements. • Ensure the chart of accounts aligns with industry best practices and facilitates accurate financial reporting 3. Uploading Historical Bank Transactions • Obtain the last 3 years of bank transaction data (PDF/CSV files) from the client • Upload the historical bank transactions into the selected accounting software • Ensure the accurate and complete transfer of all financial data 4. Allocation of Member Payments & Expense items • Identify and allocate all member payments to the individual member accounts within the accounting system, as much as possible using auto-allocation rules • Reconcile the allocated member payments with the bank statements to ensure accuracy • Allocate expense items to expense accounts 5. Reconciliation with Bank Statements • Reconcile the accounting records with the bank statements to identify any discrepancies or errors • Effect corrective actions of errors including via journals 6. Identification of Errors and Mistakes in Historical Financial Reports • Review the historical financial reports and identify any errors or mistakes that may have occurred • Provide a comprehensive report detailing the identified issues and recommendations for correcting them 7. Recommending Controls Improvements • Analyze the current financial controls and processes within the membership association. • Provide recommendations for improving the financial controls and processes to enhance the accuracy and reliability of the financial records Quarterly Effort • Allocate member payments received through the bank feed to the individual member accounts within the accounting system • Reconcile the allocated member payments with the bank statements to ensure accuracy • Prepare and generate the quarterly financial statements, including the balance sheet, income statement, and cash flow statement • Provide the client with the quarterly accounts and any necessary explanations or insights Pricing Send a fixed fee pricing that assumes 400 total members, with 200 active members The commencement of the services is scheduled for May 2024
18 days ago30 proposalsRemoteEducation Admin support
We are a small team of Healthcare Professionals offering a 1-yr Certificate Programme in Psychedelic Practice. This is aimed at Healthcare Professionals worldwide. We will likely be expanding to offer other courses over the coming years(s) Website: https://www.psyedu.co.uk/ Our current Education Admin Lead is leaving in May. We need someone to work flexibly around 3-6 hrs a week (10-20hrs per month) doing basic administrative tasks for our Education Organisation. It will be very busy between June and September (more like 6hrs per week) then will calm down a bit at other times in the year. We are a small start-up in our second year, just beginning to settle into our rhythm and we now need reliable low-level input which will likely slowly increase in workload over the next 3-5yrs. Job Description Skills/knowledge: MUST HAVE: Excellent written and spoken English, Organisational Skills +++, Microsoft office, excellent written and spoken communication skills, an understanding of the course we offer or a willingness to learn about it DESIRABLE: some knowledge of healthcare and how psychedelic practice is starting to be used in healthcare Qualities: flexibility Experience: any role which demonstrates the capacities outlined below Hours: 10-20hrs per month, ideally 1-2hrs on Mon, Wed and Fri each week Job Description: Key Responsibilities: 1. Communication Management: o Serve as a primary point of contact for internal and external communications. o Handle incoming emails, and redirect them as appropriate. o Draft and distribute notices, tutorials, open events and announcements. 2. Administrative Support: o Assist in scheduling appointments, and meetings for management and staff. o Maintain and update company databases, records, and filing systems. o Prepare and distribute documents as required. o Liaising with different organisations 3. Documentation and Recordkeeping: o Ensure accuracy and completeness of documents, contracts, and agreements. o Maintain confidentiality of sensitive information and handle it with discretion. o Organize and archive records in accordance with company policies and regulatory requirements. 4. Team Collaboration: o Collaborate with colleagues and departments to support cross-functional projects and initiatives. o Provide administrative assistance to various teams as needed. o Foster a positive and cooperative work environment through effective communication and teamwork. o Attending meetings once every two weeks 5. Problem Solving and Decision Making: o Identify issues or challenges in administrative processes and propose solutions for improvement. o Prioritize tasks and manage time effectively to meet deadlines and goals. Qualifications and Skills: · Proven experience as an Administrator or similar role. · Proficiency in office software applications, including word processing, spreadsheets, and presentation software. · Strong organizational and multitasking skills with attention to detail. · Excellent verbal and written communication abilities. · Ability to work independently and collaboratively in a fast-paced environment. · Discretion and professionalism when handling confidential information. · Problem-solving and decision-making skills. · Flexibility and adaptability to changing priorities and tasks.
19 days ago41 proposalsRemote