We are seeking an experienced Tax Preparer & Bookkeeper to join our team. This is a key role for a detail-oriented accounting professional who is comfortable managing both day-to-day bookkeeping responsibilities and individual and/or business tax preparation. The ideal candidate will have strong accounting knowledge, excellent organizational skills, a high level of accuracy, and the ability to work independently while providing professional and responsive service to clients. Tax preparation does require in person tax appointments, so strong customer service skills are a necessity. Key Responsibilities Tax Preparation Prepare and review federal, state, and local individual and business tax returns. Gather, organize, and analyze client tax documents and financial information. Identify potential deductions, credits, and tax-planning opportunities. Review tax returns for accuracy and completeness before filing. Communicate with clients regarding tax questions, missing information, and filing requirements. Stay current with changes to federal and state tax laws, regulations, and filing requirements. Assist with tax notices, amendments, and other tax-related matters as needed. Bookkeeping & Accounting Maintain accurate and timely financial records for clients and/or company accounts. Perform monthly, quarterly, and year-end bookkeeping. Record income, expenses, accounts payable, and accounts receivable. Reconcile bank, credit card, and other financial accounts. Prepare financial statements and management reports. Assist with payroll processing and related reporting, as applicable. Identify and resolve discrepancies in financial records. Maintain organized documentation and supporting records. Client Service & Office Support Develop and maintain professional relationships with clients. Respond promptly and professionally to client questions and requests. Maintain confidentiality of sensitive financial and personal information. Manage multiple clients and deadlines while maintaining a high degree of accuracy. Assist with other accounting, tax, and administrative projects as needed. Qualifications 3+ years of professional experience in tax preparation and bookkeeping/accounting. Bachelors Degree in Accounting or related field Strong understanding of accounting principles and financial statements. Experience preparing individual and/or business tax returns. Proficiency with accounting and tax preparation software. Strong knowledge of Microsoft Excel and general office technology. Excellent attention to detail and organizational skills. Ability to prioritize and manage multiple deadlines. Strong written and verbal communication skills.

Job Type:

Full-time Pay:

$22.00 - $27.00 per hour Expected hours: 25.0 - 40.0 per week

Benefits:

Flexible schedule Professional development assistance

Work Location:

In person