Pros: flexibility to adjust work schedule and work location if needed
Cons: long hours during tax season
A typical day may involve anything from payroll prep and corresponding tax preparation, KY or Ohio sales tax preparation, to bookkeeping. I worked out of an office independently with minimal managerial oversight. I was responsible for direct contact with the clients and all aspects of bookkeeping/ tax preparation for those clients.
I learned to prepare all types of tax returns required to be completed on a monthly, quarterly, and annual basis. These included monthly, quarterly and annual payroll returns; monthly, quarterly and semiannual sales tax returns; as well as learned to prepare some smaller corporate tax returns. I continued to use skills learned prior to this job for personal tax preparation. I learned various methods for preparing profit and loss statements for various clients.
Management was always available to answer any questions I may have. They were available to assist directly if I came across something I had no experience with and needed more direct guidance.
Other than an occasional person who was brought in to do some data entry, I really had no co-workers. I worked independently on any work needed to support the client base.
The hardest part of the job was long hours during tax season. Due to the increased workload from January through April, long hours were required in order to get the work out in a timely and orderly manner.
The most enjoyable part of the job was the flexibility. Since my spouse worked a fixed schedule type of job, it was nice to have a job with flexibility, if needed. With two small children, occasionally something unexpected would come up. I was able to shift hours to other days or have calls forwarded to my home and work from there, if needed.