Part Time Bookkeeping and Tax Preparation Assistant

General Bookkeeping Responsibilities will include:

• Bookkeeping work within QuickBooks online
• Monthly bank account reconciliations
• Reaching out to clients for appropriate bank statements
• Assist with timely sales tax reporting
• Maintaining spreadsheets for tracking relevant state filings for business clients

General Tax Prep Responsibilities will include:

• Informing clients about our tax preparation process
• Collecting relevant financial records, including pay stubs and income statements
• Inputting data from financial records into tax return software and CRM
• Researching applicable federal, state and local tax law to assist with specific tax issues
• Communicating effectively with internal staff about client status
• Reviewing data independently
• Reaching out to clients who have incomplete tax files
• Completing other projects as assigned