Job Overview
We are seeking a dynamic and detail-oriented Accounting and Tax Assistant to join our financial team. In this role, you will help with daily and monthly bookkeeping, tax preparation / assembling, client record organization, filing, and customer service .
Duties
- Bookkeeping: Enter daily financial transactions and update general ledgers.
- Reconciliation: Match bank and credit card statements every month.
- Tax Prep Assistance: Organize client tax documents and help prepare basic tax return entry and assembly.
- Communication: Answer basic client questions and gather missing financial records.
Skills
- Experience: 1 to 2 years of experience in office accounting or tax prep.
- Education: Associate degree in Accounting, Finance, or a related field (or equivalent work experience).
- Software Skills: Know how to use QuickBooks, Excel, Ultra Tax, Safe Send, Dropbox and major tax software.
- Attention to Detail: Strong math skills and ability to spot errors in data.
- Organization: Ability to manage deadlines during busy tax seasons.
We are a laid back office but work hard.
Pay: $26.00 - $28.00 per hour
Expected hours: No less than 32.0 per week
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Paid training
Work Location: In person
