Tax Preparer
Job in
North Webster, Kosciusko County, Indiana, 46555, USA
Listed on 2026-10-18
Listing for:
CGT Staffing
Full Time
position Listed on 2026-10-18
Job specializations:
-
Accounting
Bookkeeper/ Accounting Clerk, Tax Accountant, Financial Reporting, Senior Accountant
Job Description & How to Apply Below
The Tax Preparer and Bookkeeper will support individual taxpayers and small business clients through tax return preparation and recurring bookkeeping. The role combines hands-on accounting work with direct client communication and responsibility for accurate records and timely filings. An active Enrolled Agent credential is preferred.
Responsibilities Prepare federal and state individual and small business tax returns within assigned experience level and the firm’s review process.
Gather client documents, identify missing information and maintain organized work papers supporting accurate returns.
Maintain client books in Quick Books, reconcile bank and credit card accounts, and prepare journal entries and routine financial reports.
Review and clean up client records; reconcile year-end balances and prepare tax-ready bookkeeping schedules.
Communicate with clients about records, deadlines and routine accounting questions; coordinate complex matters with senior staff.
Support estimated tax calculations and tax planning work under appropriate supervision; assist with notices as assigned.
Assist with payroll reconciliations and related filing support when included in the assigned client portfolio.
Manage multiple client deadlines while maintaining confidentiality, accuracy and clear documentation.
Qualifications Practical experience preparing individual tax returns and maintaining small business books; public accounting or tax firm experience preferred.
Working knowledge of Quick Books, account reconciliations and basic financial statements.
Experience with Ultra Tax and Drake tax preparation software, along with Quick Books and Excel.
Strong attention to detail, organization and clear communication with clients and colleagues.
Active Enrolled Agent credential preferred; experienced non-EA candidates with relevant combined experience are encouraged to apply.
Business entity return experience preferred. Payroll, multistate tax, nonprofit or trust return experience is helpful depending on assigned clients.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×