Semi-Senior Tax Accountant, Bookkeeper

Summary

Join our team as a full-time Bookkeeper/Tax Accountant! This dual role requires expertise in tax compliance and planning, along with bookkeeping responsibilities. You will prepare and review tax returns, research tax laws, assist with tax planning, manage accounts payable and receivable, perform reconciliations, maintain the general ledger, and generate financial reports. Client interaction and communication are key aspects of this position. Experience in bookkeeping, tax return preparation, and QuickBooks Online is required. This is a 100% remote position with flexible working hours.

Requirements

• Bookkeeping experience (including client-facing responsibilities)
• Tax Return Preparation experience
• QuickBooks Online experience
• Ability to work with clients directly, providing support and communication in a professional manner
• Fluent in English (both written and spoken)

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, and non-profits
• Research and stay updated on changes in tax laws and regulations, providing recommendations to optimize tax positions
• Assist in tax planning and forecasting strategies for clients or the organization
• Handle audits and communicate with tax authorities as needed
• Identify tax-saving opportunities and ensure compliance with all tax filings
• Manage accounts payable and receivable, ensuring timely payments and collections
• Perform reconciliations for bank accounts, credit cards, and other financial accounts
• Maintain general ledger and ensure all financial transactions are accurately recorded
• Generate financial reports such as income statements, balance sheets, and cash flow statements
• Assist in month-end and year-end closing processes
• Work with external auditors and ensure compliance with internal financial policies
• Partner with clients, management, or stakeholders to provide financial insights and recommendations
• Support budgeting, forecasting, and financial analysis activities

Preferred Qualifications

• CCH Tax knowledge
• Advanced proficiency in QuickBooks Online
• Drake Tax software knowledge
• Semi-Senior level

Benefits

• Remote position (100% remote work)
• Working Hours: 8 AM – 6 PM EST