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Tax Bookkeeper:
Insightful Talent is proud to partner with a privately held, family-owned accounting firm in Waukesha that has been serving its clients with integrity and personalized attention. We are looking for a reliable and detail-oriented Bookkeeper to join their close-knit team.
This is a great opportunity for someone who thrives in a supportive environment, enjoys working with numbers, and has a strong understanding of accounting processes, including payroll and tax-related tasks.
What you’ll be doing:
· Perform accurate data entry of financial transactions into accounting software.
· Handle bank reconciliations and ensure monthly financial records are balanced.
· Assist in the preparation of tax returns by organizing and reviewing relevant financial documents.
· Process and manage payroll for clients, ensuring compliance with federal and state regulations.
· Maintain and organize client files and records with confidentiality and precision.
· Support CPAs and senior staff with bookkeeping tasks and client communication when needed.
· Reconcile accounts payable and receivable and manage general ledger entries.
What you need to bring:
· 2+ years of experience in bookkeeping or accounting support role.
· Proficient in QuickBooks or similar accounting software.
· Understanding of payroll systems and processing requirements.
· Familiarity with tax return documents (personal and/or business).
· Excellent attention to detail and a strong sense of organization.
· Strong communication skills and a client-first mindset.
· Experience working in a small business or family-owned firm is a plus.
Insightful Talent LLC is an equal opportunity employer and prohibits discrimination and harassment of any kind. We provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable laws.
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Work Location: In person
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