TopMission Society of Enrolled Agents  

Mission Only

 
1080 Minnesota Ave., #1
San Jose, CA  95125
 
Phone (800) 832-6732
 Fax (866) 671-2142  
 Email Blast
May 20,2011

MSEA is Soliciting Bid for our Office Liaison, Bookkeeper 
and Preparation of the Tax Return  

The Board of Directors of MSEA is requesting bids for 3 key support positions of our
organization.  Office Liaison, Bookkeeper and Tax Preparation of our Non-Profit Tax return.
 

These are three (3) separate bids.  Your bid should contain the amount for each item separately, but you are encouraged to give a bid on a combination of two or more functions giving the society a discount for doing so.

 

In addition to your bid, please list your qualifications, and a brief statement as to what makes your office uniquely qualified for the job(s) you are bidding on.

 

  1. Place your bid in a sealed envelope. 
  2. Your bid must be received by June 17, 2011 
  3. The winner(s) of the bids will be asked to start July 1, 2011 
  4. If you have any questions you may contact Torie Charvez, EA
    at  408-246-6136 or tc-@tax-goddess.com
  5. Mail your bid to:  Tax Goddess Inc, 4030 Moorpark Ave #215, San Jose, CA  95117   
  6. On the outside of the envelope please boldly mark "MSEA BID" so that
    your envelope is not opened until the June Board meeting.
     

You will find details for each job below.  Thank you for your interest.

 

Sincerely,

Torie Charvez, EA

President- Elect 2010-2011

                           

OfficeLiaison Office Liaison:

 

Expected time involvement generally depends on the time of year.  Obviously during tax season there is very little to no activity.  Summer and Fall duties increase due to education events, and Board changes, etc. 

  1. General
    1. Return phone and email messages promptly upon receipt.
    2. Set up all MSEA events on 123 sign-up.
    3. Answer caller questions as able, or direct them to the proper person.
    4. Order supplies as needed.
    5. Send invoices to the Bookkeeper.
    6. Communicate with the Bookkeeper regarding deposits.
    7. Handle other projects as requested or needed
  2. Membership/Newsletter
    1. Send out update of list to website.
    2. Process membership changes received from members/CSEA.
    3. Process new membership applications.
  3. Monthly Meeting
    1. A representative is required to attend each Board Meeting.
    2. Print name tags for speakers/guests.
    3. Mount new member certificates on plagues.
    4. Prepare other miscellaneous member awards.
    5. May: order President's plaque for June meeting.
    6. May: Get award information from outgoing President for June meeting.
    7. May: Coordinate with awards person to order plaques.
    8. May: Coordinate with President-Elect to invite all Past Presidents to June meeting.
  4. Education
    1. Set up and track registration for all events.

 

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Bookkeeper Bookkeeper

  

Expected time involvement is generally between 1-4 hours per month depending on the time of year.  Obviously during tax season there is very little to no activity.  During the summer it takes a lot more time to accrue the various payments coming in and going out for various events, especially those like the Mini's, SEE class, etc. that span more than one month. 

 

  1. Receive, review for accuracy, and record all incoming bills into Quickbooks
  2. Receive, review for accuracy and completeness, and record all committee/member payment requests into Quickbooks
  3. Print checks at least twice per month (currently around the 5th and at the board meeting), obtain the necessary signatures, and mail or deliver the checks to their recipients.  Two signatures are required for checks over $1,000. 
  4. Make any supplemental bookkeeping entries that may be necessary to record non-check expenditures, credit card deposits, etc.
  5. Reconcile MSEA's bank account each month.
  6. Prepare financial statements for the treasurer's report each month there is a board meeting using accrual accounting, making sure that each event's income and expenses are recognized in the appropriate month(s).
  7. Record and track A/R as necessary (rare).    
  8. Ensure that W-9's are obtained as necessary before checks are issued for outside services/contractors.
  9. Send the financial statements to the treasurer for review at least one week before each board meeting.
  10. Maintain an appropriate inventory of check stock, envelopes, and postage (if a separate cache/roll of stamps is to be used for mailing MSEA payments, as I do). 
  11. Prepare and deliver bank deposits for cash and checks when necessary.  Keep a copy of each deposit for future reference.
  12. Communicate with board members and/or committee chairs as necessary regarding payments, event budgets, supplemental financial statements, etc.
  13. Maintain all necessary records (copies of statements, invoices, payment requests, etc.) in a paperless manner and with regular backups (on and off site).
  14. Work with the review committee upon request and provide them with all requested materials and information to facilitate their work.
  15. Issue annual 1099's

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TP  Tax Preparation

 

1.       Coordinate with the bookkeeper to obtain books to prepare a 

          Non-Profit Tax return.

2.       Prepare the return after a review by our review committee.

3.       File return electronically

4.       Supply MSEA with a PDF copy of the return.

  

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CSEA

 Mission Society of Enrolled agents is a chapter of the California NAEAAssociation of Enrolled Agents www.csea.org.  California Society of Enrolled agents is a chapter of the National Society of Enrolled Agents www.naea.org. 
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Mission Society of Enrolled Agents | 1080 Minnesota Ave #1 | San Jose | CA | 95125