Accountant/Bookkeeper/Tax Preparer

Overview

As an Accountant/Bookkeeper/Tax Preparer, you’ll keep financial records accurate, prepare tax returns, and help clients and organizations make informed financial decisions. You’ll manage bookkeeping and accounting tasks, support tax compliance, and communicate clearly about financial information.

Your impact

Accurate records and timely tax reporting help clients meet obligations and understand their financial position.

Responsibilities

• Maintain general ledgers, record debits and credits, and complete double-entry bookkeeping, account reconciliations, balance sheet reconciliations, and accounts payable tasks.
• Prepare financial statements, budgets, financial reports, and tax returns for individuals and organizations; support tax accounting, tax reporting, and regulatory compliance.
• Apply generally accepted accounting principles (GAAP) and relevant tax law; support regulatory reporting, auditing, and internal controls, including Sarbanes-Oxley (SOX) requirements where applicable.
• Use accounting and financial software such as QuickBooks, Quicken, Sage, and Xero to organize records and analyze financial data.
• Explain financial concepts and report findings through clear client communication, financial report writing, and interpretation.

Experience

• Accounting and finance experience, including bookkeeping, financial accounting, corporate accounting, tax experience, or public accounting.
• Knowledge of individual and corporate tax, tax compliance, tax return preparation, and applicable regulatory requirements.
• Strong analysis skills, financial acumen, and experience with financial analysis, account analysis, and financial statement preparation.
• Relevant experience may include nonprofit accounting, LIHTC, payroll, investment, asset management, financial services, financial sales, private equity, or mergers and acquisitions.
• Estate planning, wills, trusts and estate law, securities law, and related areas are useful; familiarity with technical accounting, financial planning, and financial software is a plus.

Pay: $20.00 - $25.00 per hour

Expected hours: 40.0 – 45.0 per week

Benefits:

• Health insurance
• Paid time off

Work Location: In person