Bookkeeper & Tax Preparer (QuickBooks Online Specialist)
About The Position
The Bookkeeper & Tax Preparer supports clients with full-cycle bookkeeping, financial reporting, payroll processes, and preparation of individual, business, and corporate tax returns. The role uses QuickBooks Online and includes client service, bookkeeping guidance, and assistance with tax questions and notices. The position is onsite in League City, Texas, and candidates must be based in the League City area. Relocation assistance is not provided, and candidates must be authorized to work in the U.S. without sponsorship. The schedule is full-time from February through April and part-time from May through January, with flexible scheduling outside tax season based on office needs. Compensation is $25–$30 per hour. Employment is contingent on successfully completing a background check, drug screening, and any applicable assessments.
Requirements
- At least 3 years of bookkeeping experience.
- At least 3 years of tax preparation experience.
- Experience with multi-client bookkeeping.
- Experience managing multiple entities and related companies.
- Advanced proficiency in QuickBooks Online.
- Experience preparing individual, business, and corporate tax returns.
- Strong understanding of accounting principles.
- Knowledge of payroll processing and payroll tax reporting.
- Proficiency in Microsoft Excel, Word, and Outlook.
- Excellent attention to detail and organizational skills.
- Strong verbal and written communication skills.
- Must be based in the League City area.
- Must be authorized to work in the U.S. without sponsorship.
- Successful completion of a background check, drug screening, and any applicable assessments.
Nice To Haves
- Enrolled Agent (EA) credential, CPA credential, or an accounting degree.
- Experience with tax software such as Drake, UltraTax, ProSeries, Lacerte, or TaxAct Professional.
Responsibilities
- Maintain accurate client financial records using QuickBooks Online.
- Record and classify financial transactions.
- Reconcile bank, credit card, and loan accounts.
- Prepare monthly financial statements and management reports.
- Monitor accounts payable and accounts receivable.
- Process journal entries and month-end closings, and maintain general ledger accuracy.
- Assist with budgeting and cash flow tracking.
- Process payroll and payroll-related reporting.
- Prepare quarterly and annual payroll tax filings.
- Maintain employer tax accounts and compliance records.
- Assist clients with sales tax reporting and filings.
- Prepare and review individual tax returns, including Form 1040 and related schedules.
- Prepare tax returns for sole proprietorships, partnerships, S-corporations, and C-corporations.
- Gather and organize client tax documentation.
- Identify tax-saving opportunities and deductions.
- Communicate with clients regarding tax questions and requirements.
- Assist with IRS and state tax notices when needed.
- Maintain professional relationships with clients and request and organize financial documents.
- Provide guidance on bookkeeping best practices.
- Assist clients with QuickBooks Online questions and troubleshooting.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
