Tax Preparer and Bookkeeper

Tax Preparer & Bookkeeper

Salary: $50,000 - $86,000

Why This Opportunity Stands Out:

• Enjoy a highly autonomous work environment where your expertise is valued and trusted.
• Build meaningful relationships with clients and become a key advisor to individuals and small businesses.
• Flexible scheduling and hybrid work options available outside of peak tax season.
• Unlimited PTO provides flexibility to manage work and life priorities.
• Join an established accounting firm with a strong reputation for personalized client service.
• Work with a diverse client base across multiple industries, creating variety in your day-to-day responsibilities.
• Gain visibility with leadership and play an important role in the firm's continued growth.
• Long-term career advancement opportunities as the organization expands.
• Collaborative, team-oriented culture that rewards performance, accountability, and independence.
• 3% 401(k) contribution and flexibility during the off-season.

Key Responsibilities for the Tax Preparer & Bookkeeper:

• Prepare federal and state individual and business tax returns.
• Maintain client books in Quick Books, including reconciliations and journal entries.
• Reconcile bank accounts, credit cards, and customer accounts.
• Review and clean up financial records and prepare tax-ready schedules.
• Communicate directly with clients regarding accounting, bookkeeping, and tax-related matters.
• Support payroll reconciliations, tax planning activities, and related filings.

Qualifications for the Tax Preparer & Bookkeeper:

• Experience preparing individual and business tax returns.
• Prior public accounting, tax firm, or similar professional services experience preferred.
• Strong Quick Books experience and understanding of account reconciliations.
• Experience with Ultra Tax, Drake Tax Software, and Excel preferred.
• Enrolled Agent (EA) credential preferred but not required for experienced candidates.

Ready to Take the Next Step?

If you're looking for a position where you can make an immediate impact, work directly with clients, and enjoy the freedom to manage your work without constant oversight, apply today. Whether you're an experienced tax professional or a seasoned bookkeeper with tax experience, this could be the career move you've been waiting for.

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