Tax Staff​/Bookkeeper

Grady and Associates LLC is seeking a Tax Staff / Bookkeeper to support our tax team on a year round basis.

The Tax Staff / Bookkeeper will manage core accounting and bookkeeping activities while assisting with tax-return preparation. This role combines detail-oriented financial recordkeeping with a client-service mindset to help maintain clean, reliable books and support accurate tax filings.

You will work closely with our CPAs to organize documents, reconcile accounts, and contribute to tax preparation workflows—ensuring work is completed efficiently, accurately, and in line with applicable requirements.

• Maintain and update bookkeeping records.

• Assist with the collection and organization of client tax and financial documents for preparation.

• Support tax preparation activities by compiling information, reviewing for completeness, and preparing supporting schedules.

• Reconcile bank and credit accounts and resolve discrepancies in a timely manner.

• Prepare basic financial reports for internal and client use.

• Strong knowledge of bookkeeping fundamentals, including reconciliations and general ledger maintenance.

• Demonstrated attention to detail with the ability to work accurately with financial data.

• Ability to manage multiple deadlines and prioritize tasks in a fast-paced environment.

• Effective communication skills to interact professionally with clients and team members.

• Reliable professional work habits, including confidentiality and organization of sensitive financial information.

• Experience supporting tax preparation or working in a tax/finance-focused accounting environment.

• Familiarity with common business accounting practices for individuals and small businesses.

• Experience using accounting and reporting systems to maintain records and produce statements.

• Understanding of typical bookkeeping-to-tax workflow and supporting documentation requirements.

• Commitment to continuous learning and staying current on changes that may affect accounting and tax processes.

Annual salary: $50,000 - $100,000