Bookkeeper and Tax Preparer Assistant

Job Description

Job Description

 

DWA TAX Consultants is seeking a detail-oriented and dependable Bookkeeper & Tax Preparer Assistant to support our accounting and tax preparation team. This role is responsible for maintaining accurate financial records, assisting with tax return preparation, and providing administrative support to ensure efficient client service during both tax season and throughout the year. The ideal candidate is organized, proactive, client-focused, and comfortable working in a fast-paced environment.

 

Key Responsibilities

Bookkeeping Duties

• Record and maintain daily financial transactions
• Reconcile bank and credit card statements
• Manage accounts payable and accounts receivable
• Maintain payroll records (if applicable)
• Prepare monthly financial statements and reports
• Maintain and organize client financial documentation
• Assist clients with bookkeeping software questions (QuickBooks or similar)
• Multiple Clients per month.

Tax Preparation Support

• Collect and organize client tax documents
• Prepare basic individual tax returns under supervision, very basic
• Enter financial data into tax software accurately
• Review returns for missing information or discrepancies
• Communicate with clients to request additional documentation
• Assist with electronic filing and tracking return status

Support

• Answer phones and respond to client inquiries
• Maintain secure and confidential client files
• Support team members with special projects as needed

Qualifications

• Associate’s degree in Accounting, Finance, or related field preferred
• 1–3 years of bookkeeping or tax preparation experience preferred
• Proficiency in QuickBooks (Online and/or Desktop)
• Familiarity with tax preparation software
• Strong knowledge of basic accounting principles
• Proficient in Microsoft Office (Excel, Word, Outlook)
• Excellent organizational and time management skills
• Strong attention to detail and accuracy
• Ability to maintain strict confidentiality

Skills & Competencies

• Strong analytical and problem-solving skills
• Clear verbal and written communication
• Ability to work independently and as part of a team
• Ability to manage multiple deadlines, especially during tax season
• Professional and client-focused demeanor

Work Environment

• Office-based position
• Full-time or part-time availability
• Extended hours may be required during tax season

Compensation

• Competitive hourly wage or salary (based on experience)
• Opportunities for professional development
• Supportive team environment

 

Company Description

**Why Work With Us?**

At our tax consulting and tax preparation firm, we take pride in creating a supportive and collaborative work environment where each team member can grow and thrive. As a member of our team, you’ll have the opportunity to work alongside experienced professionals and make an impact within a company that values your expertise and contributions.

Company Description

**Why Work With Us?**\r\n\r\nAt our tax consulting and tax preparation firm, we take pride in creating a supportive and collaborative work environment where each team member can grow and thrive. As a member of our team, you’ll have the opportunity to work alongside experienced professionals and make an impact within a company that values your expertise and contributions.