Job Description

Position Summary

Our company is seeking a versatile  Tax Accountant  & Bookkeeper to join our growing team. This dual-role position requires a candidate who can manage tax compliance and advisory services while also supporting the accounting team with bookkeeping tasks. The ideal candidate will ensure accurate financial reporting and help clients stay compliant with tax regulations while optimizing their financial performance.

Essential Duties and Responsibilities

• Tax Preparation and Filing:
  • Prepare and file individual, corporate, and partnership returns.
  • Assist in tax planning and strategy development to minimize liabilities.
  • Research and apply current tax regulations to ensure compliance and maximize savings.
  • Respond to client inquiries and resolve tax-related issues.
• Bookkeeping and Accounting:
  • Bring the books to the trial balance stage
  • Record monthly financial transactions and maintain the general ledger.
  • Reconcile bank statements, credit card statements, and other financial accounts.
  • Prepare periodic financial reports for clients. • Assist in payroll processing and related tax filings.
  • Make necessary federal and state tax deposits, and complete the annual tax forms (Forms 941, RT-6, 1099, 1096, W-2, W-3, Sales Tax Report)
  • Analyze and calculate sales tax • Collaborate with the accounting team to support end-of-year financial preparation and audits.
• Client Relations and Advisory:
  • Communicate regularly with clients to gather necessary tax documents and financial information.
  • Provide advisory services on accounting procedures, tax savings opportunities, and business improvements when necessary.
• Compliance and Reporting:
  • Ensure compliance with tax regulations, reporting requirements, and accounting best practices.
  • Support the preparation of financial statements in accordance with GAAP.
  • Monitor and improve internal processes to increase efficiency and accuracy in tax and bookkeeping workflows.

Knowledge, Skills and Abilities

• Excellent communication skills
• Able to work in a fast-paced environment
• Proven bookkeeping and tax experience
• Solid understanding of bookkeeping and accounting payable/receivable principles
• Proven ability to calculate, post and manage accounting figures and financial records
• Data entry skills along with a knack for numbers
• Proficiency in Office Products
• English: Fluent
• Bilingual candidate preferred (English/Spanish)
• Customer Service Orientation and negotiation skills
• High degree of accuracy and attention to detail
• QuickBooks Proficient
• Tax and external accounting/reporting knowledge preferred
• Microsoft Office Proficient

Education & Experience

• Required Education: Associate degree // accounting bachelors
• 3+ years of relevant experience in tax and accounting
• CPA or EA designation preferred (or in progress). Not a dealbreaker.
• Hands-on experience with spreadsheets and proprietary software like QuickBooks
• CRM experience a plus

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