Semi-Senior Tax Accountant - Bookkeeper

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Description

• Position Overview: We are looking for an extension of our team on a full-time, long-term basis. • The ideal candidate will have experience in bookkeeping, client-facing roles, and preparing tax returns. • This dual-role position combines high-level expertise in tax compliance and planning with bookkeeping responsibilities to ensure the financial accuracy and efficiency of the organization. • The ideal candidate is detail-oriented, organized, and adept at handling complex tax matters while managing day-to-day financial operations. • Key Responsibilities: • Tax Accounting: • 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. • Bookkeeping: • 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. • Collaboration & Advisory: • Partner with clients, management, or stakeholders to provide financial insights and recommendations. • Support budgeting, forecasting, and financial analysis activities.

Requirements

• Bookkeeping experience (including client-facing responsibilities). • Tax Return Preparation experience (CCH Tax knowledge is a plus). • QuickBooks Online experience (required; advanced proficiency preferred). • Drake Tax software knowledge is not essential but would be a nice-to-have. • Ability to work with clients directly, providing support and communication in a professional manner. • Semi-Senior level preferred, though not an entry-level position. We are open to candidates who are eager to learn and grow in the role. • Fluent in English (both written and spoken).