Bookkeeper and Tax Specialist

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Requirements:

• Bookkeeping experience with a strong focus on tax preparation and compliance.
• Proficiency in accounting software such as QuickBooks, Xero, or similar.
• Knowledge of federal and state tax laws and regulations.
• Excellent analytical and problem-solving skills.
• Strong communication skills to work with clients professionally.
• CPA or equivalent certification preferred but not required.

Responsibilities:

• Maintain accurate financial records for multiple clients, including accounts payable and receivable.
• Record daily financial transactions and reconcile bank statements.
• Prepare monthly and annual financial statements, including profit and loss reports and balance sheets.
• Prepare and file federal, state, and local tax returns for individuals and small businesses.
• Ensure compliance with tax regulations and deadlines.
• Advise clients on tax-saving strategies and financial planning.
• Analyze clients' financial data for trends and discrepancies.
• Communicate effectively with clients regarding their financial situation.
• Organize financial documents for audits or reviews.