Bookkeeper / Seasonal Tax Preparer
My Tax Pro — Lehi, UT
Part-Time Year-Round | Full-Time During Tax Season
About My Tax Pro
My Tax Pro is a growing tax and accounting firm in Lehi, Utah. We specialize in personal and business tax preparation, bookkeeping, payroll, tax planning, and business services.
We are looking for a Bookkeeper / Seasonal Tax Preparer to join our growing team. This is a unique opportunity for someone who wants flexible part-time work during the year with the opportunity to work full-time during tax season.
We are looking for someone who is detail-oriented, dependable, enjoys working with numbers, and is interested in developing their tax preparation skills.
The Position
During the off-season, your primary responsibility will be bookkeeping for our small-business clients. As tax season approaches, you will gradually transition into tax preparation and client support.
During tax season (approximately February 1 – April 15), the position will become full-time, with the primary focus being preparation of individual and potentially small-business tax returns.
This position is ideal for someone who enjoys variety and wants to build experience in both bookkeeping and professional tax preparation.
Responsibilities
Bookkeeping
- Maintain accurate financial records for small-business clients
- Categorize and reconcile transactions in QuickBooks Online
- Reconcile bank and credit card accounts
- Review financial statements for accuracy
- Communicate with clients regarding bookkeeping questions and missing information
- Assist with month-end bookkeeping
- Maintain organized client records
- Identify unusual or potentially incorrect transactions
Tax Preparation
- Learn and use Drake Tax software
- Prepare individual tax returns under supervision
- Organize and review client tax documents
- Follow up with clients for missing information
- Assist with tax return preparation and quality control
- Learn to identify common tax deductions and credits
- Progress toward independently preparing straightforward tax returns
- Assist with business tax returns as experience develops
General
- Maintain confidentiality of sensitive client information
- Meet deadlines and maintain a high level of accuracy
- Communicate professionally with clients and team members
- Follow established procedures and workflows
- Be willing to learn and take on additional responsibilities as the firm grows
Schedule
Off-Season (approximately May–January):
- Approximately 5 hours per week
- Flexible scheduling
- Primarily bookkeeping and tax training
Tax Season (approximately February 1–April 15):
- Approximately 30–40 hours per week
- Primarily tax preparation
- In-office work is expected during tax season
There may be opportunities for additional hours throughout the year as our client base grows.
Qualifications
Required
- Bookkeeping or accounting experience
- Experience with QuickBooks Online
- Strong attention to detail
- Excellent organizational skills
- Ability to work independently
- Strong computer skills
- Ability to maintain client confidentiality
- Willingness to learn professional tax preparation
Preferred
- Previous tax preparation experience
- Experience with Drake Tax or other professional tax software
- Accounting degree or coursework
- Enrolled Agent or CPA candidate
- Experience preparing individual tax returns
- Experience working with small businesses
We are willing to train the right candidate on tax preparation and Drake Tax.
Compensation
- $20/hour during the off-season, depending on experience
- Competitive tax-season compensation based on tax preparation experience and production
- Opportunity for increased hours and responsibility as the firm grows
What We Offer
- Flexible part-time schedule during the off-season
- Full-time hours during tax season
- Opportunity to learn professional tax preparation
- Hands-on experience with real small-business and individual clients
- Potential for year-round growth within a growing tax firm
- Friendly, team-oriented work environment
- Opportunity to develop a long-term career in tax and accounting
Who We're Looking For
We're looking for someone who takes pride in getting the details right.
You don't need to know everything about tax when you walk through the door. We can teach you our systems and tax-preparation processes. What matters most is that you're smart, dependable, detail-oriented, willing to learn, and comfortable working with numbers.
If you're looking for a flexible part-time position that can turn into a full-time opportunity during tax season, we'd love to hear from you.
Job Type: Part-time, Seasonal
Location: Lehi, UT
Tax Season: Full-time, approximately February 1 – April 15
Pay: $20.00 - $50.00 per hour
Work Location: Hybrid remote in Lehi, UT 84043
