Tax Preparer and Bookkeeper

CONFIDENCIAL; Elkhart (IN); On-site; USD 42,000 - 64,000; Full time

Job summary

CONFIDENCIAL is seeking a Tax Preparer and Bookkeeper to support individual taxpayers and small business clients through tax return preparation and recurring bookkeeping. The role blends hands-on accounting with direct client communication and ensuring accurate records and timely filings.

An active Enrolled Agent credential is preferred; candidates with combined experience are encouraged to apply. Responsibilities include preparing federal and state returns, maintaining client books, and

Qualifications

• Experience preparing individual tax returns for individuals and small businesses.
• Bookkeeping for small businesses and familiarity with public accounting helpful.
• Attention to detail and clear client communication are essential.
• Active Enrolled Agent credential preferred; experienced non-EA candidates considered.

Responsibilities

• Prepare federal and state individual and small business tax returns within assigned experience level and firm’s review process.
• Gather client documents, identify missing information and maintain organized workpapers supporting accurate returns.
• Maintain client books in QuickBooks, reconcile bank and credit card accounts, and prepare journal entries and routine financial reports.
• Review and clean up client records; reconcile year-end balances and prepare tax-ready bookkeeping schedules.
• Communicate with clients about records, deadlines and routine accounting questions; coordinate complex matters with senior staff.
• Support estimated tax calculations and tax planning work under appropriate supervision; assist with notices as assigned.
• Assist with payroll reconciliations and related filing support when included in the assigned client portfolio.
• Manage multiple client deadlines while maintaining confidentiality, accuracy and clear documentation.

Skills

Tax return preparation

Bookkeeping

Client communication

QuickBooks

Excel

Enrolled Agent

Tools

UltraTax

Drake tax

Excel

Job description

The Tax Preparer and Bookkeeper will support individual taxpayers and small business clients through tax return preparation and recurring bookkeeping. The role combines hands-on accounting work with direct client communication and responsibility for accurate records and timely filings. An active Enrolled Agent credential is preferred.

Responsibilities

• Prepare federal and state individual and small business tax returns within assigned experience level and the firm’s review process.
• Gather client documents, identify missing information and maintain organized workpapers supporting accurate returns.
• Maintain client books in QuickBooks, reconcile bank and credit card accounts, and prepare journal entries and routine financial reports.
• Review and clean up client records; reconcile year-end balances and prepare tax-ready bookkeeping schedules.
• Communicate with clients about records, deadlines and routine accounting questions; coordinate complex matters with senior staff.
• Support estimated tax calculations and tax planning work under appropriate supervision; assist with notices as assigned.
• Assist with payroll reconciliations and related filing support when included in the assigned client portfolio.
• Manage multiple client deadlines while maintaining confidentiality, accuracy and clear documentation.

Qualifications

• Practical experience preparing individual tax returns and maintaining small business books; public accounting or tax firm experience preferred.
• Working knowledge of QuickBooks, account reconciliations and basic financial statements.
• Experience with UltraTax and Drake tax preparation software, along with QuickBooks and Excel.
• Strong attention to detail, organization and clear communication with clients and colleagues.
• Active Enrolled Agent credential preferred; experienced non-EA candidates with relevant combined experience are encouraged to apply.
• Business entity return experience preferred. Payroll, multistate tax, nonprofit or trust return experience is helpful depending on assigned clients.