Bookkeeper & Tax Preparer Assistant

Global Tax and Financial Services is seeking a detail-oriented and dependable Bookkeeper & Tax Preparer Assistant to support our accounting and tax preparation team. This role is responsible for maintaining accurate financial records, assisting with tax return preparation, and providing administrative support to ensure efficient client service during tax season and thought out the year. The ideal candidate is organized, proactive, client-focused, and comfortable working in a fast-paced environment.

Key Responsibilities

· Record and maintain daily financial Transactions

· Reconcile bank and credit card statements

· Manage accounts payable and account receivable

· Maintain payroll records (if applicable)

· Prepare monthly financial statements and reports

· Maintain and organize client financial documentation

· Assist clients with bookkeeping software questions (QuickBooks)

· Multiple Client per month

Tax Preparation Support

· Collect and organize client tax documents

· Prepare basic individual tax returns under supervision, very basic

· Enter financial data into ta software accurately

· Review returns for missing information or discrepancies

· Communicate with clients to request additional documentation

· Assist with electronic filing and tracking return status

Support

· Answer phones and respond to client inquiries

· Maintain secure and confidential client files

· Support team members with special projects as needed

Qualifications

· Full time

· $60,000 Annual Salary

· Associate degree in Accounting, Finance, or related field preferred

· 1-3 years of bookkeeping or tax preparation experience preferred

· Proficiency in QuickBooks (Online and/or Desktop)

· Familiarity with tax preparation software

· Strong knowledge of basic accounting principles

· Proficiency in Microsoft Office (Excel, Word, Outlook)

· Excellent organizational and time management skills

· Strong attention to detail and accuracy

· Ability to maintain strict confidentiality

Work Environment

Office-based position

Full-time

Extended hours during tax season

Pay: $1,000.00 - $1,153.84 per week

Benefits:

• Paid training

Work Location: In person