Bookkeeper Administrative Assistant

Bastion Business and Tax Services, Inc. is dedicated to helping small and medium-sized business owners build a strong financial fortress around their businesses. We provide bookkeeping, tax planning, tax preparation, payroll, and advisory services designed to help entrepreneurs gain clarity, maintain compliance, and achieve long-term financial success.

Our mission is to deliver exceptional service while helping our clients make informed financial decisions that support both their business goals and personal values.

Bastion Business and Tax Services, Inc. is seeking a detail-oriented and dependable Bookkeeper / Administrative Assistant to join our growing team in Carmel, Indiana. This is a part-time, on-site position supporting both client bookkeeping engagements and the day-to-day administrative operations of the firm. The ideal candidate enjoys working with numbers, maintaining organized records, and providing excellent client service. The successful candidate will play an important role in helping our clients maintain accurate financial records while supporting our tax and advisory services team.

• Reconcile bank, credit card, and loan accounts
• Record and classify financial transactions
• Prepare and review journal entries
• Assist in month-end and year-end closing procedures
• Generate and review financial statements, including:
  • Balance Sheets
  • Cash Flow Reports
• Maintain supporting documentation for client files
• Identify bookkeeping discrepancies and communicate issues to management

• Manage client communications and scheduling
• Assist with document collection and secure portal management
• Maintain client records and internal workflow systems
• Support tax preparation and compliance projects
• Answer phones and respond to client inquiries professionally
• Assist with data entry and general office administration
• Coordinate with management regarding client deadlines and project status

• Experience with bookkeeping and financial recordkeeping
• Proficiency in Quick Books Online
• Understanding of basic accounting principles
• Experience preparing financial reports
• Strong organizational and time management skills
• Excellent attention to detail
• Ability to maintain confidentiality with sensitive financial information
• Strong verbal and written communication skills
• Ability to work independently and as part of a team

• Associate's Degree in Accounting, Finance, Business Administration, or related field
• Experience working in a CPA, EA, accounting, or tax office
• Familiarity with payroll processing
• Knowledge of tax compliance procedures
• Experience working with multiple client accounts
• Experience using secure client portals and cloud-based accounting systems

Part-Time (20–25 hours per week)

On-Site in Carmel, Indiana

Flexible schedule to be coordinated with management

Opportunity for growth as the firm continues to expand

• Family-oriented work environment
• Direct exposure to tax, bookkeeping, and business advisory services
• Opportunities to expand accounting and tax knowledge
• Meaningful work helping small business owners succeed

• To Apply:
  
  Please submit your resume and a brief cover letter explaining your bookkeeping experience and why you are interested in joining Bastion Business and Tax Services, Inc.