Bookkeeper and Tax Preparer — Job Description

Position Summary

We are seeking a detail-oriented and dependable Bookkeeper and Tax Preparer (Proseries tax solution perferred) with experience using Intuit QuickBooks and tax preparation software. This role is responsible for maintaining accurate financial records, managing bookkeeping functions, preparing individual and/or business tax returns, and ensuring compliance with federal and state tax regulations.

The ideal candidate has strong accounting knowledge, excellent organizational skills, and the ability to work independently while meeting deadlines during busy tax seasons.

Key Responsibilities

Bookkeeping Duties

• Maintain accurate financial records and general ledger entries
• Manage accounts payable and accounts receivable
• Reconcile bank and credit card statements
• Process payroll and payroll tax filings
• Prepare monthly, quarterly, and annual financial reports
• Monitor cash flow and assist with budgeting
• Maintain organized financial documentation and records
• Use QuickBooks Online and related accounting software efficiently

Tax Preparation Duties

• Prepare and file federal and state individual and business tax returns
• Gather and review financial records, income statements, and documentation
• Ensure compliance with IRS regulations and tax laws
• Identify deductions, credits, and tax-saving opportunities
• Communicate with clients regarding missing information and filing requirements
• Respond to tax notices and assist with audits when necessary
• Stay current on tax code changes and filing procedures

Qualifications

• Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred
• Proven experience in bookkeeping and tax preparation
• Proficiency with QuickBooks and tax software such as TurboTax ProSeries or Lacerte
• Knowledge of GAAP and federal/state tax regulations preferred
• Strong attention to detail and accuracy
• Excellent analytical and organizational skills
• Strong written and verbal communication abilities
• Ability to handle confidential financial information responsibly

Preferred Qualifications

• Certified Bookkeeper (CB) or intuit quickbooks certified
• Payroll processing experience
• Multi-state tax filing experience
• Experience with small business accounting and payroll services

Work Environment

• Full-time or part-time opportunities available
• In office required
• Additional hours may be required during tax season

Sample Skills

• Bookkeeping
• Tax Preparation
• Payroll Processing
• Financial Reporting
• Bank Reconciliation
• QuickBooks
• Data Entry
• IRS Compliance
• Customer Service
• Time Management