Tax/Book-keeping Professional

Job DescriptionFull-Time Tax Preparation & Business Bookkeeping Specialist

Have you got what it takes to succeed The following information should be read carefully by all candidates.

Davis Taylor Financial — Ottawa, Kansas

Davis Taylor Financial is preparing for significant growth during the 2027 tax season. We are seeking a dependable, experienced professional to join our office full-time and help manage the increased tax-preparation and business-bookkeeping workload.

This is not an entry-level receptionist or general office position. The right candidate must understand business bookkeeping and how financial records are organized, reviewed, and converted into tax-ready reports. Direct experience preparing business tax returns is strongly preferred.

Primary Responsibilities

• Prepare individual federal and state income tax returns.
  
• Assist with business tax returns, including Schedule C, partnerships, S corporations, and corporations, based on experience.
  
• Review client bookkeeping records for accuracy and completeness.
  
• Complete annual bookkeeping, cleanup, and reconciliation work for business clients.
  
• Prepare tax-ready profit and loss statements, balance sheets, general ledgers, and other financial reports.
  
• Identify missing information, unusual transactions, uncategorized expenses, and bookkeeping discrepancies.
  
• Communicate with clients to obtain documents and clarify financial information.
  
• Enter depreciation, payroll, owner contributions, distributions, loans, and other business activity accurately.
  
• Assist with payroll reporting and related filings when needed.
  
• Maintain organized electronic client files and document work thoroughly.
  
• Protect confidential financial, tax, insurance, and personal information.
  
• Help with client service and administrative duties during Medicare and health-insurance open enrollment.
  
• Assist with other office responsibilities during peak periods.
  

Required Qualifications

• Prior experience with business bookkeeping, business tax preparation, or both.
  
• A practical understanding of profit and loss statements, balance sheets, general ledgers, bank reconciliations, payroll, fixed assets, and owner equity.
  
• Ability to review business records and prepare accurate reports for entry into tax returns.
  
• Strong attention to detail and the ability to recognize when financial information does not make sense.
  
• Comfortable working with accounting software, tax software, spreadsheets, and electronic document systems.
  
• Able to manage multiple clients, deadlines, and competing priorities.
  
• Strong written and verbal communication skills.
  
• Professional, dependable, discreet, and comfortable handling highly confidential information.
  
• Willingness to work additional hours during tax season as needed.
  

Preferred Qualifications

• Experience preparing individual and business tax returns.
  
• Experience with QuickBooks Online and/or QuickBooks Desktop.
  
• Experience with professional tax-preparation software.
  
• Experience with payroll processing and quarterly or annual payroll filings.
  
• Knowledge of Forms 1040, Schedule C, 1065, 1120-S, and 1120.
  
• Experience cleaning up incomplete or inaccurate bookkeeping records.
  
• Medicare or health-insurance experience is helpful but not required.
  
• An accounting degree, EA credential, or CPA license is welcome but is not required if the applicant has strong, relevant experience.
  

Schedule

This is a full-time, primarily in-office position in Ottawa, Kansas. Regular hours are 9-5, Monday - Friday , with additional hours potentially required during tax season and other peak periods, but times are flexible.

Compensation and Benefits

• Pay is competitive and based on experience.
  
• PTO, retirement, and other benefits offered after 1 year.
  
• Opportunity for increased responsibility as the practice grows
  
• Small, locally owned business with flexibility for family responsibilities and remote work availability after training period.
  

What We're Looking For

We need someone who can do more than enter numbers. The successful candidate will understand how business activity flows through the books and ultimately into a tax return. They should be able to review records critically, spot potential problems, ask the right questions, and produce organized, reliable work.

We value real-world experience, sound judgment, accuracy, initiative, and a willingness to learn. Formal credentials are less important than demonstrated competence and the ability to take ownership of assigned client work. xhyhwjd

How to Apply

Please submit your résumé and a brief introduction describing:

• Your tax-preparation experience
  
• The types of business returns you have prepared
  
• Your business-bookkeeping experience
  
• The accounting and tax software you have used
  
• Your availability and desired compensation
  

Send application materials to with the subject line "Tax & Bookkeeping Specialist Application."