Bookkeeper Tax Firm

and the job listing Expires on September 26, 2026

Internship Accounting, Data Analytics, Economics & Finance

Job Type: Full-Time / Part-Time
Experience

Required:

2+ years

We are seeking an experienced and detail-oriented Bookkeeper to support our small business tax clients. The ideal candidate will have at least 2 years of professional bookkeeping experience
, strong experience using Quick Books Online
, and a solid understanding of how to properly categorize business income and expenses.

This position will focus on maintaining accurate books, categorizing transactions, reconciling accounts, and preparing Profit & Loss statements to ensure our clients’ books are accurate and ready for tax preparation.

• Perform day-to-day bookkeeping for small business clients using Quick Books Online
  .
• Properly categorize bank and credit card transactions according to the nature of the business expense or income.
• Review transaction classifications and identify incorrect or unusual categorizations.
• Reconcile bank and credit card accounts.
• Prepare and review Profit & Loss statements and Balance Sheets.
• Review financial statements for accuracy and consistency.
• Research and resolve bookkeeping discrepancies.
• Review client books for missing, duplicate, or incorrectly recorded transactions.
• Communicate with clients to obtain missing information and clarify transactions when necessary.
• Maintain accurate and organized financial records throughout the year.
• Prepare client books and financial information for small business tax preparation
  .
• Assist with year-end bookkeeping and tax-related bookkeeping adjustments.
• Manage multiple client accounts while meeting deadlines.
• Maintain strict confidentiality of client financial information.

• Minimum 2 years of professional bookkeeping experience.
• Hands-on experience using Quick Books Online is required.
• Demonstrated experience categorizing income and expenses in Quick Books Online
  .
• Strong understanding of Profit & Loss statements and Balance Sheets.
• Experience reconciling bank and credit card accounts.
• Experience working with small business clients preferred.
• Strong attention to detail and accuracy.
• Ability to recognize and correct incorrectly categorized transactions.
• Ability to work independently and manage multiple client accounts.
• Strong organizational and communication skills.
• Ability to meet deadlines and maintain confidentiality.

• Previous experience working for an accounting, or tax preparation firm
  .
• Experience preparing bookkeeping records specifically for small business tax clients
  .
• Experience with multiple industries and different types of small businesses.
• Understanding of how bookkeeping classifications affect tax reporting.

The ideal candidate is someone who can take a small business client’s Quick Books Online account,
properly categorize transactions, reconcile the accounts, review the financial statements, and produce an accurate Profit & Loss statement that is ready for the tax preparer.

The candidate should be comfortable identifying transactions that need clarification rather than simply accepting the existing categorization and should have a strong understanding of accurate, tax-ready bookkeeping.