Tax and Bookkeeping Associate

Blue Peak Tax Strategy LLC; Town of Florida (NY); On-site; USD 25,000 - 39,000; Part time

Job summary

Blue Peak Tax Strategy LLC is seeking a detail-oriented Tax & Bookkeeping Associate to join our growing team. The part-time, in-office position focuses on QuickBooks Online, bookkeeping, and basic tax preparation in a professional setting.

The ideal candidate will maintain accurate financial records, assist clients, and support with monthly financial reports while handling confidential information with discretion. Weekday in-office hours offer flexibility during tax season.

Qualifications

• Proficiency with QuickBooks Online.
• Prior bookkeeping or accounting experience preferred.
• Basic knowledge of individual and business tax preparation.
• Proficiency in Microsoft Excel.
• Strong attention to detail and ability to work independently.
• Excellent communication and organizational skills.
• Ability to handle confidential financial information.

Responsibilities

• Maintain and reconcile client accounts using QuickBooks Online.
• Prepare monthly financial reports, including Profit & Loss Statements and Balance Sheets.
• Assist with individual and business tax return preparation.
• Organize and review client tax documents for accuracy and completeness.
• Assist with bookkeeping cleanup and year-end reconciliations.
• Maintain confidential client records and meet established deadlines.
• Provide general accounting and administrative support as needed.

Skills

Attention to detail

Organizational skills

Independent worker

Communication skills

Tools

QuickBooks Online

Microsoft Excel

Job description

Job Description

Job Description

Blue Peak Tax Strategy is seeking a detail-oriented and dependable Tax & Bookkeeping Associate to join our growing team. The ideal candidate has hands-on QuickBooks Online experience, strong organizational skills, and an understanding of basic accounting and tax preparation procedures.

This is a part-time, in-office position for someone who enjoys working with numbers, maintaining accurate financial records, and assisting clients in a professional environment.

Key Responsibilities

• Maintain and reconcile client accounts using QuickBooks Online.
• Prepare monthly financial reports, including Profit & Loss Statements and Balance Sheets.
• Assist with individual and business tax return preparation.
• Organize and review client tax documents for accuracy and completeness.
• Assist with bookkeeping cleanup and year-end reconciliations.
• Maintain confidential client records and meet established deadlines.
• Provide general accounting and administrative support as needed.

Qualifications

• QuickBooks Online experience required.
• Previous bookkeeping or accounting experience preferred.
• Basic knowledge of individual and business tax preparation.
• Proficiency in Microsoft Excel.
• Strong attention to detail and ability to work independently.
• Excellent communication and organizational skills.
• Ability to handle confidential financial information.

Position Details

Job Type: Part-Time Work Location: In-office, Winter Garden, FL Compensation: Based on experience Schedule: Flexible part-time hours, with additional hours potentially available during tax season.