Tax Preparer/ Bookkeeper

Job Title: Tax Preparer & Bookkeeper

Monday to Friday, 8:00am to 5:00pm

Position Summary

The Tax Preparer & Bookkeeper is responsible for managing both tax preparation and day-to-day financial recordkeeping for the organization. This role ensures accurate financial reporting, compliance with tax regulations, and organized bookkeeping processes. The ideal candidate is detail-oriented, knowledgeable in tax laws, and experienced in maintaining financial records.

Key Responsibilities

Tax Preparation & Compliance

• Gather and review financial information from clients or internal records
• Prepare and complete accurate tax returns in a timely manner
• Verify the accuracy of all financial data and tax filings
• File federal, state, and local tax returns in compliance with deadlines
• Maintain organized records of all tax-related documents and filings
• Stay current on changes in tax laws, regulations, and compliance requirements

Bookkeeping & Financial Management

• Handle day-to-day financial recordkeeping to ensure accuracy and organization
• Track income and expenses to maintain clear financial visibility
• Manage accounts payable and receivable, including invoicing and payment tracking
• Reconcile bank statements and resolve discrepancies
• Maintain and update the general ledger
• Ensure financial data is accurate, up-to-date, and properly documented

Qualifications

• Experience in tax preparation and bookkeeping or related field
• Strong understanding of financial principles and accounting practices
• Knowledge of current tax laws and regulations
• High attention to detail and accuracy
• Strong organizational and time management skills
• Proficiency in accounting and tax software

Preferred Skills

• Ability to manage multiple deadlines efficiently
• Strong analytical and problem-solving skills
• Excellent communication skills for working with clients or internal teams

Work Environment

• May require extended hours during tax season