Bookkeeping & Tax Assistant

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Requirements:

• Previous experience in bookkeeping or accounting roles.
• Strong knowledge of QuickBooks and/or other accounting software.
• Understanding of U.S. tax concepts and regulations.
• Excellent attention to detail and accuracy in numerical data.
• Ability to manage multiple clients and deadlines effectively.
• Strong organizational skills and a proactive approach to tasks.
• Effective communication skills, both written and verbal.
• Ability to work independently and as part of a team in a remote environment.
• Bachelor’s degree in accounting, finance, or a related field is a plus but not required.

Responsibilities:

• Maintain accurate financial records and ledgers for various clients.
• Assist in the preparation and filing of federal and state tax returns.
• Perform bank reconciliations and monitor cash flow.
• Process accounts payable and receivable, ensuring timely payment and collections.
• Compile and analyze financial statements, reports, and other documentation as required.
• Support clients in understanding their financial records and tax obligations.
• Ensure compliance with IRS and other relevant tax regulations.