Tax office assistant​/bookkeeper

Tax Office Assistant/Bookkeeper

We are looking for a diligent and detail-oriented Tax Office Assistant/Bookkeeper to join our team, providing essential support in managing financial records and assisting with tax-related duties in a fast‑paced environment. The role requires strong organizational skills, a solid understanding of basic bookkeeping principles, and the ability to multitask in maintaining accurate financial records and ensuring the smooth operation of our tax office.

• Assist in preparing and maintaining bookkeeping records, including accounts payable, accounts receivable, and general ledger entries in Xero and Quick Books.
• Support the preparation and filing of tax documents and ensure compliance with relevant tax regulations and deadlines.
• Reconcile bank statements and record daily financial transactions to ensure financial data accuracy.
• Support payroll processing.
• Collaborate with the team to manage month‑end and year‑end closing processes.
• Provide administrative support to the tax office, including data entry, document filing, and handling client inquiries.
• Maintain and update client records and files with the utmost confidentiality and accuracy.
• Support email and secure portal inquiries.
• Greet clients, schedule appointments, and scan documents.

• High school diploma or equivalent required; associate's degree in accounting, finance, or related field preferred.
• Proven experience as a bookkeeper or in a similar role, ideally within a tax office or financial environment.
• Strong proficiency in MS Office, especially Excel, and familiarity with accounting software (e.g., Quick Books, Xero).
• Excellent attention to detail and strong ability to maintain accuracy in financial data and reporting.
• Strong communication skills, both written and verbal, with the ability to interact effectively with colleagues and clients.
• Ability to prioritize tasks, manage time effectively, and work independently as well as part of a team.
• Familiarity with tax-related procedures and regulations is a plus.

• Opportunity to grow within a reputable financial services firm.
• Collaborative and supportive team environment.
• Competitive salary and benefits package.
• Ongoing professional development and training opportunities.

If you are passionate about numbers and enjoy working in a supportive and detail-oriented environment, we encourage you to apply for the Tax Office Assistant/Bookkeeper position and contribute to our mission of providing exceptional financial services to our clients.