We are looking for a detail-oriented Tax Preparer and Bookkeeper to support individual tax filings and day-to-day financial recordkeeping in Williamsburg, Virginia. This position is ideal for someone who can balance accurate tax return preparation with organized bookkeeping practices in a client-focused environment. The role requires strong familiarity with individual tax matters, dependable use of accounting software, and a commitment to maintaining precise financial data.
Responsibilities:
- Prepare and review individual income tax returns with a high level of accuracy and attention to deadlines.
- Maintain financial records by recording transactions, reconciling accounts, and keeping bookkeeping files up to date.
- Use QuickBooks to manage bookkeeping activities, organize account details, and support accurate reporting.
- Work with Lacerte Tax Software to complete tax filings and ensure information is properly entered and documented.
- Gather, verify, and organize client financial information needed for tax preparation and bookkeeping tasks.
- Identify inconsistencies in financial records and resolve issues to support complete and accurate reporting.
- Communicate with clients as needed to clarify tax documents, bookkeeping entries, and outstanding information.
- Support routine financial processes by maintaining organized documentation and following established accounting practices.