Tax Preparer/Bookkeeper

Monotelo Advisors • Viola Township, IL

14d • $20 - $30

About The Position

This role involves comprehensive tax preparation and bookkeeping services for clients. Key responsibilities include preparing various tax forms such as 1099 and 1040, engaging in tax planning, and managing client accounting using multiple versions of QuickBooks. The position also requires preparing financial statements in Excel, handling client payroll on a regular schedule, tracking payroll adjustments, and preparing payroll tax returns and W-2s, as well as sales tax returns.

Requirements

• Strong attention to detail and willingness to learn
• Strong communication skills

Nice To Haves

• Corporate, Estate and Trust tax preparation experience
• QuickBooks, Microsoft 365, and Drake Tax experience
• QuickBooks certification
• Canopy client management software experience
• Enrolled Agent or CPA

Responsibilities

• Tax preparation including 1099 and 1040
• Tax planning
• Client accounting using multiple versions of QuickBooks
• Prepare financial statements in Excel
• Prepare payroll for clients on their normal schedule
• Track and calculate adjustments to payroll additions and deductions
• Prepare payroll tax returns and W-2’s
• Prepare sales tax returns

What This Job Offers

• Career Level: Mid Level
• Education Level: No Education Listed