Accountant Bookkeeper

Job Description

Job Description

We are seeking a detail-oriented Tax Accountant / Bookkeeper to manage the financial health and tax compliance of our business clients. In this role, you will go beyond data entry to serve as a trusted advisor, ensuring our clients’ businesses are protected and optimized according to current tax laws.

Key Responsibilities

• Tax Preparation & Filing: Prepare and file accurate federal and state tax returns for various business entities (e.g., S-Corps, LLCs, Partnerships).
• Full-Cycle Bookkeeping: Maintain clean, up-to-date books for clients, including reconciliations, financial statement preparation, and year-end closing.
• Strategic Advisory: Provide proactive tax planning and financial advice to help clients minimize liabilities and maximize growth.
• Compliance & Research: Stay current on changing tax laws and regulations to ensure all filings are compliant and protect the client from audit risks.
• Client Consultation: Meet with business owners to review financial reports, explain tax implications, and answer accounting queries.

Requirements

• Technical Expertise: Strong proficiency in QuickBooks (Desktop and Online) and professional tax preparation software.
• Regulatory Knowledge: Deep understanding of GAAP and current federal/state tax codes for small to mid-sized businesses.
• Analytical Skills: Ability to spot discrepancies, identify tax-saving opportunities, and interpret complex financial data.
• Communication: Capable of explaining complex financial concepts to business owners in a clear, actionable way.

Qualifications

• Experience: 3+ years of experience in bookkeeping and tax preparation, ideally within a public accounting firm.
• Education: Degree in Accounting, Finance, or a related field (CPA or Enrolled Agent status is a significant plus).
• Integrity: Uncompromising ethics when handling sensitive financial data and representing the firm.