Job Description: Tax Filing/Bookkeeper
Position Summary: The Tax Filing/Bookkeeper is responsible for maintaining accurate financial records, preparing tax filings, and ensuring compliance with local, state, and federal regulations. The individual will work closely with the finance team to manage day-to-day bookkeeping tasks and support the overall financial health of the organization. This role requires a strong ability to connect with people, understand their needs, and provide exceptional customer service.
Key Responsibilities:
- Maintain accurate and up-to-date financial records, including accounts payable, accounts receivable, and general ledger entries.
- Prepare and file tax returns in compliance with local, state, and federal regulations.
- Reconcile bank statements and monitor cash flow.
- Assist in the preparation of financial statements, reports, and budgets.
- Monitor and ensure compliance with tax laws and regulations.
- Respond to tax-related inquiries and coordinate with tax authorities as needed.
- Process payroll and ensure accurate and timely payment of employee salaries.
- Conduct regular audits to identify and resolve discrepancies in financial records.
- Collaborate with internal and external auditors to ensure accurate and timely completion of audits.
- Provide support during the annual budget process and assist with financial forecasting.
- Communicate effectively with clients, vendors, and team members to ensure clarity and accuracy in all financial transactions.
- Provide exceptional customer service by responding to client inquiries via email, phone, and chat, ensuring all client needs are met promptly and professionally.
- Manage client accounts through file management systems ensuring all documents are organized and readily available for tax filings.
- Assist clients in gathering necessary documents for tax preparation, bookkeeping, and other financial needs.
- Schedule and coordinate client meetings, including quarterly reviews, tax planning, and general consultations.
- Monitor the tax preparation pipeline and ensure clients submit required documents in a timely manner.
- Handle basic tasks related to bookkeeping, such as requesting access to financial systems, preparing journal entries, and assisting with 1099 management.
- Manage communications for tax projections, extensions, and the filing of returns.
- Support tax preparers by resolving client questions, monitoring notes, and ensuring all preparation stages are completed smoothly.
- Maintain confidentiality and security of all financial data.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field.
- Minimum of 3 years of experience in bookkeeping, accounting, or tax preparation.
- Proficiency in accounting software such as QuickBooks, Xero, or similar tools.
- Strong understanding of local, state, and federal tax regulations.
- Excellent analytical and organizational skills.
- High attention to detail and accuracy.
- Strong ability to connect with people, understand their needs, and service them.
Originally posted on Himalayas
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