Semi-Senior Tax Accountant & Bookkeeper

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Requirements:

• Bookkeeping experience, including client-facing responsibilities.
• Experience with tax return preparation; CCH Tax knowledge is a plus.
• Required advanced proficiency in QuickBooks Online.
• Knowledge of Drake Tax software is a nice-to-have.
• Professional communication abilities for client support.
• Fluent in English, both written and spoken.
• Open to semi-senior level candidates eager to learn.

Responsibilities:

• Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, and non-profits.
• Research and stay updated on tax laws and regulations, offering recommendations to optimize tax positions.
• Assist in tax planning and forecasting strategies for clients or the organization.
• Handle audits and communicate with tax authorities.
• Identify tax-saving opportunities and ensure compliance with tax filings.
• Manage accounts payable and receivable, ensuring timely payments.
• Perform reconciliations for bank accounts and maintain the general ledger.
• Generate financial reports and assist in month-end and year-end processes.
• Collaborate with clients and management to provide financial insights.