Tax Preparer and Bookkeeper

Confidential; Elkhart (IN); Presencial; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

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

An active Enrolled Agent credential is preferred. Responsibilities include preparing federal and state returns, gathering documents, maintaining workpapers, reconciling books, preparing reports, and assisting with payroll

Formación

• Experience in preparing individual tax returns and small business books.
• Public accounting or tax firm experience preferred.
• Strong attention to detail and clear client communication.

Responsabilidades

• Prepare federal and state tax returns for individuals and small businesses.
• Gather documents, request missing information and maintain organized workpapers.
• Maintain client books in QuickBooks and reconcile accounts.
• Prepare journal entries and routine financial reports.
• Communicate with clients about records, deadlines and questions; coordinate with senior staff.
• Assist with payroll reconciliations and related filings when needed.
• Support tax planning and notices under supervision.

Conocimientos

Attention to detail

Client communication

Organizational skills

Time management

Herramientas

QuickBooks

Excel

UltraTax

Drake Tax

Descripción del empleo

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.