Bookkeeper and Tax Preparer Assistant

DWA Tax Consultants

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

\nCompany 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.

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Vacancy posted 19 days ago

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