Bookkeeper & Tax Preparer (QuickBooks Online Specialist)

Position Summary

We are seeking an experienced Bookkeeper & Tax Preparer to support clients with full-cycle bookkeeping, financial reporting, payroll processes, and preparation of individual, business, and corporate tax returns. This position is full-time during tax season and transitions to a flexible part-time schedule during the remainder of the year.

Schedule

• Full-Time: February through April
  
  


• Part-Time: May through January
  
  


• Flexible scheduling based on office needs available outside of tax season.
  
  

Essential Duties & Responsibilities

Bookkeeping & Accounting

• Maintain accurate financial records using QuickBooks Online.
  
  


• Record and classify financial transactions.
  
  


• Reconcile bank, credit card, and loan accounts.
  
  


• Prepare monthly financial statements and management reports.
  
  


• Monitor accounts payable and accounts receivable.
  
  


• Process journal entries and month-end closings.
  
  


• Maintain general ledger accuracy.
  
  


• Assist with budgeting and cash flow tracking.
  
  

Payroll & Compliance

• Process payroll and payroll-related reporting.
  
  


• Prepare quarterly and annual payroll tax filings.
  
  


• Maintain employer tax accounts and compliance records.
  
  


• Assist clients with sales tax reporting and filings.
  
  

Tax Preparation

• Prepare and review individual tax returns (Form 1040 and related schedules).
  
  


• Prepare business returns, including:
  
  




• Sole Proprietorships (Schedule C)
  
  


• Partnerships (Form 1065)
  
  


• S-Corporations (Form 1120-S)
  
  


• C-Corporations (Form 1120)
  
  




• Gather and organize client tax documentation.
  
  


• Identify tax-saving opportunities and deductions.
  
  


• Communicate with clients regarding tax questions and requirements.
  
  


• Assist with IRS and state tax notices when needed.
  
  

Client Service

• Maintain professional relationships with clients.
  
  


• Request and organize financial documents.
  
  


• Provide guidance regarding bookkeeping best practices.
  
  


• Assist clients with QuickBooks Online questions and troubleshooting.
  
  

Requirements