Tax & Accounting Specialist

Tax & Accounting Specialist Westlake Wealth Management Shreveport, LA Job Details Full-time $55,000 - $75,000 a year 1 day ago Qualifications Accounting systems Record keeping Financial data reconciliation Payroll tax CPA Sales tax Regulatory compliance Corporate tax return preparation Mid-level Financial record maintenance QuickBooks Online Debits & credits Partnership tax return preparation QuickBooks Organizational skills Accounting and finance experience Enrolled Agent Communication skills Full Job Description Westlake Tax Services & Wealth Management is seeking an experienced Tax Preparer / CPA / EA to join our growing team in Shreveport and Dallas. This role will focus on preparation of individual and business tax returns, bookkeeping support, financial statement review, and client advisory services. The ideal candidate is organized, professional, client-friendly, and experienced with both tax preparation and monthly bookkeeping/accounting work for small businesses.

Responsibilities:

Prepare individual, partnership, S-Corp, and corporate tax returns Prepare K-1s and related tax documents Review and update bookkeeping records for business clients Perform account reconciliations and financial statement review Assist with payroll tax filings and sales tax reporting Work directly with clients to gather tax documents and answer questions Utilize QuickBooks Online/Desktop and other accounting software Assist with tax planning and year-end cleanup projects Maintain accurate records and ensure compliance with federal and state regulations

Qualifications:

CPA, EA, or experienced tax preparer preferred Experience preparing personal and business tax returns Strong QuickBooks and bookkeeping knowledge Understanding of debits/credits, reconciliations, and financial statements Experience with partnerships, S-Corps, and K-1 preparation preferred Strong communication and organizational skills Ability to work independently in a fast-paced environment

Compensation:

$55,000-$75,000 depending on experience Bonus opportunities available Growth potential within expanding tax and wealth management firms

Location:

Shreveport, LA (Petroleum Club office)

Pay:

$55,000.00 - $75,000.00 per year

Work Location:

Hybrid remote in Shreveport, LA 71101