Accountant/Bookkeeper Tax Intake
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-11-04
Listing for:
Greenkey Resources LLC
Full Time
position Listed on 2026-11-04
Job specializations:
-
Accounting
Bookkeeper/ Accounting Clerk, Accounting Assistant, Accounts Receivable/ Collections -
Finance & Banking
Bookkeeper/ Accounting Clerk, Accounts Receivable/ Collections
Job Description & How to Apply Below
Accountant/Bookkeeper Tax Intake Overview
- The Accountant/Bookkeeper Tax Intake role offers a permanent, year-round opportunity in a dynamic accounting firm.
- Contribute to tax intake, bookkeeping, and payroll functions, ensuring seamless client service and operational efficiency.
- Gain exposure to diverse client needs, enhancing your expertise in accounting and payroll processes.
- Collaborate with tax preparers to organize and manage client documents for efficient tax preparation.
- Utilize Quick Books and Excel to maintain accurate financial records and reports.
- Receive comprehensive training on tax intake procedures and software systems.
- Work in a supportive environment that values attention to detail and professional growth.
- Contribute to a well-established accounting firm committed to long-term client relationships.
Key Responsibilities & Duties
- Organize, scan, and label client documents for tax preparation processes.
- Follow checklists to ensure completeness of files and address missing information.
- Enter and categorize bookkeeping transactions using Quick Books Online/Desktop.
- Reconcile bank and credit card accounts for accurate financial reporting.
- Process payroll and maintain detailed payroll records for multiple clients.
- Prepare supporting schedules and reports for accountants and tax preparers.
- Communicate professionally with clients to resolve outstanding requests.
- Handle confidential financial and personal information with utmost care.
Job Requirements
- Associate of Science degree or equivalent education in accounting or related field.
- 3–5 years of bookkeeping and payroll experience, preferably in a public accounting environment.
- Proficiency with Quick Books Online/Desktop and Excel for financial management.
- Strong organizational skills and ability to manage multiple assignments effectively.
- Comfort working on-site and adhering to tax-season schedules with extended hours.
- Experience with Intuit Pro Series and handling confidential documents is preferred.
- Ability to adapt to diverse client needs and exercise sound judgment in bookkeeping processes.
- Excellent communication skills for professional client interactions and follow-ups.
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