Tax & Bookkeeping Specialist (CPA/EA) AI-Driven

William Costley LLC; Woodstock (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

William Costley LLC in Woodstock, Georgia, is a tax and accounting firm serving individuals and small businesses with a modern approach and a friendly, small-town feel.

The Tax Accountant role prepares individual and business tax returns, manages bookkeeping for a portfolio of small business clients, and stays on top of deadlines. You’ll work across AI-enabled systems, balancing tool use with sound judgment to optimize time and results.

Qualifications

• Several years of hands-on tax preparation experience.
• CPA or EA credential preferred.
• Strong bookkeeping fundamentals.
• Tech-friendly and resourceful, especially with AI and connected systems.
• Self-driven, organized, and reliable about hitting deadlines.

Responsibilities

• Prepare individual and business tax returns accurately and on time.
• Manage bookkeeping for a portfolio of small business clients.
• Stay on top of filing deadlines and keep work moving.
• Work across software and integrated systems, including AI-enabled tools.
• When you don’t know something, know where to find the answer and allocate time effectively.

Skills

Tax prep

Bookkeeping

Tech-savvy

Deadline-driven

Education

CPA

EA

Tools

AI tools

Job description

William Costley LLC in Woodstock, Georgia, is a tax and accounting firm serving individuals and small businesses with a modern approach and a friendly, small-town feel.

The Tax Accountant role prepares individual and business tax returns, manages bookkeeping for a portfolio of small business clients, and stays on top of deadlines. You’ll work across AI-enabled systems, balancing tool use with sound judgment to optimize time and results.