BookkeeperTax Preparer

Macias and Associates, CPA; Cape Coral (FL); On-site; USD 34,440 - 38,572; Full time

Job summary

A local CPA firm in Cape Coral is seeking a Bookkeeper/Tax Preparer to join their team. The role involves handling accounting for business clients and tax preparation for individuals and corporations. Ideal candidates should have effective communication skills and proficiency in QuickBooks, with 2 to 5 years of CPA firm experience. Compensation ranges from $25 to $28 per hour based on experience. This is an in-office position.

Qualifications

• 2 to 5 years of work experience in a CPA firm.
• Experience in preparing Individual and Business Tax Returns.
• 3 years of experience with QB Desktop & online (preferred).

Responsibilities

• Provide accounting and tax services to small businesses.
• Review and correct client’s general ledger for tax preparation.
• Effectively communicate with clients and respond to queries.

Skills

Accounting for small businesses

Tax preparation for Individuals and Corporations

Proficient in QuickBooks

Effective client communication

Tools

QuickBooks

UltraTax

Job description

Cape Coral CPA firm, Macias and Associates, is looking for an in-office Bookkeeper/TaxPreparer to join our team. The ideal candidate will handle accounting for business clients and tax preparation for Individuals, Corporations, Partnerships, Trusts, and Payroll, be proficient in QuickBooks, and be responsible for Financial Statements. Effective client communication is a must. While a CPA or EA background is preferred, it is not mandatory. Experience in Public Accounting is a plus. This position is based in our office.

Responsibilities

• Provide accounting and tax services to small businesses.
• Review and correct the client's general ledger for tax preparation and planning.
• Effectively communicate orally and in writing (respond to client questions – tax and accounting/bookkeeping; request information needed to fulfill the engagement).
• Maintain working knowledge of QuickBooks.
• Review tax returns.
• Research, evaluate, and provide resolution to questions during preparation of tax returns and financial statements.
• Coordinate work with team members and work independently within the scope of the project.
• Utilize technology and adapt to ever-changing processes.
• Dedicate to the profession/work and maintain a high standard of work ethics.

Qualifications

• 2 to 5 years of work experience in a CPA firm.
• Individual and Business Tax Return preparation experience is required.
• QB Desktop & online: 3 years (Preferred).
• Working knowledge of the UltraTax program is a Plus.
• QuickBooks ProAdvisor certification is a Plus.
• EA or CPA license preferred.

Compensation

$25 - $28 hourly DOE