Hybrid Accounting Advisory Services Specialist bei Elliott Davis

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.

Key Responsibilities

• Identify vendors in client QuickBooks Online (QBO) files who require 1099s.
• Collect and update W-9 information in QBO as needed.
• Sync QBO data with 1099 software and generate draft 1099 forms.
• Import completed Excel templates into 1099 software to create drafts.
• Send draft 1099s to clients via Adobe Sign for approval.
• Submit finalized 1099s electronically through our 1099 software.
• Upload relevant documents to client Caseware files.
• Perform additional tasks such as running reports from QBO for tax clients.

Training Includes

• IRS 1099 requirements and reporting basics.
• QBO 1099 reporting and data management.
• Step-by-step use of Tax 1099 software.
• Adobe Sign workflow for client approvals.
• XCM task management and status updates.
• Caseware document handling and organization.

Tools You’ll Use

• QuickBooks Online (QBO)
• Tax 1099 Software
• Adobe Sign
• XCM Workflow Management
• Caseware
• Smartsheet

Ideal Candidate

• Comfortable working with accounting software and digital tools.
• Able to follow detailed processes and meet deadlines.
• Strong communication and organizational skills.
• Available for full-time work during January and February 2026 (part-time considered).

WHY YOU SHOULD JOIN US

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
That's right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: 
•    generous time away and paid firm holidays, including the week between Christmas and New Year’s
•    flexible work schedules
•    16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid  and caregiver leave (once eligible) 
•    first-class health and wellness benefits, including wellness coaching and mental health counseling
•    one-on-one professional coaching
•    Leadership and career development programs
•    access to Beyond:  a one-of-a kind program with experiences that help you expand your life, personally and professionally

NOTICE TO 3RD PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
 

ADA REQUIREMENTS
The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements
While performing the duties of this job, the employee is:
•    Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
•    Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements
While performing the duties of this job, the employee is regularly required to:
•    Use written and oral communication skills. 
•    Read and interpret data, information, and documents. 
•    Observe and interpret situations. 
•    Work under deadlines with frequent interruptions; and
•    Interact with internal and external customers and others in the course of work.