Tax office assistantbookkeeper

Petri Financial Inc.; La Porte (IN); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Opportunity to grow within a reputable firm

Collaborative team environment

Competitive salary and benefits

Ongoing professional development

Job summary

A financial services firm in La Porte, Indiana is seeking a diligent Tax Office Assistant/Bookkeeper to manage financial records and assist with tax-related duties. The ideal candidate will have a high school diploma (associate's degree preferred) and experience in bookkeeping within a tax environment. Responsibilities include client interaction, maintaining bookkeeping records in QuickBooks and Xero, reconciling bank statements, and ensuring compliance with tax regulations. This position offers competitive salary and benefits in a collaborative team environment.

Qualifications

• Proven experience as a bookkeeper or in a similar role.
• Strong attention to detail and ability to maintain financial accuracy.
• Familiarity with tax-related procedures and regulations is a plus.

Responsibilities

• Greet clients and schedule appointments.
• Assist in preparing bookkeeping records and financial transactions.
• Reconcile bank statements and record daily financial transactions.
• Provide administrative support, including data entry and document filing.

Skills

Attention to detail

Communication skills

Time management

Proficiency in MS Office

Familiarity with accounting software

Education

High school diploma or equivalent

Associate's degree in accounting or finance

Tools

QuickBooks

Xero

Job description

Job Title: Tax Office Assistant/Bookkeeper

Job Overview:

We are looking for a diligent and detail-oriented Tax Office Assistant/Bookkeeper to join our team, providing essential support in managing financial records and assisting with tax-related duties in a fast paced environment. The ideal candidate will possess strong organizational skills, have a thorough understanding of basic bookkeeping principles, understand financial statements and be able to multitask. This role is integral to maintaining accurate financial records and ensuring the smooth operation of our tax office.

Key Responsibilities:

1. Greet clients, schedule appointments, scan documents
2. Assist in preparing and maintaining bookkeeping records, including accounts payable, accounts receivable, and general ledger entries in Xero and Quickbooks
3. Support the preparation and filing of tax documents and ensure compliance with relevant tax regulations and deadlines.
4. Reconcile bank statements and record daily financial transactions to ensure financial data accuracy.
5. Support payroll processing
6. Collaborate with the team to manage month-end and year-end closing processes.
7. Provide administrative support to the tax office, including data entry, document filing, and handling client inquiries.
8. Maintain and update client records and files with the utmost confidentiality and accuracy.
9. Support email and secure portal inquiries

Qualifications:

• High school diploma or equivalent required; associate's degree in accounting, finance, or related field preferred.
• Proven experience as a bookkeeper or in a similar role, ideally within a tax office or financial environment.
• Strong proficiency in MS Office, especially Excel, and familiarity with accounting software (e.g., QuickBooks, Xero).
• Excellent attention to detail and a strong ability to maintain accuracy in financial data and reporting.
• Strong communication skills, both written and verbal, with the ability to interact effectively with colleagues and clients.
• Ability to prioritize tasks, manage time effectively, and work independently as well as part of a team.
• Familiarity with tax-related procedures and regulations is a plus.

Why Join Us:

• Opportunity to grow within a reputable financial services firm.
• Collaborative and supportive team environment.
• Competitive salary and benefits package.
• Ongoing professional development and training opportunities.

If you are passionate about number and enjoy working in a supportive and detail-oriented environment, we encourage you to apply for the Tax Office Assistant/Bookkeeper position. Join our team and contribute to our mission of providing exceptional financial services to our clientsp>