Tax Preparer and Bookkeeper

CGT Staffing; Indianapolis (IN); On-site; USD 45,000 - 65,000; Full time

Job summary

CGT Staffing is seeking a Tax Preparer and Bookkeeper in Indianapolis to support individual taxpayers and small businesses with tax return preparation and recurring bookkeeping. The role combines hands-on accounting work with client communication and timely filings, with an active Enrolled Agent credential preferred.

You will prepare federal and state returns, gather documents, reconcile accounts in QuickBooks, and maintain organized workpapers.

Qualifications

• Experience preparing individual tax returns and small business books.
• Knowledge of QuickBooks, reconciliations and basic financial statements.
• Experience with UltraTax and Drake; Excel proficiency.
• Active EA credential preferred; experienced non-EA considered.

Responsibilities

• Prepare federal and state individual and small business tax returns.
• Gather documents, identify missing items, maintain workpapers.
• Maintain client books in QuickBooks and prepare reports.
• Review and clean client records, reconcile year-end balances.
• Communicate with clients about records, deadlines and questions.
• Assist with payroll reconciliations and related filings as needed.
• Manage multiple client deadlines with confidentiality and accuracy.

Skills

Attention to detail

Clear communication

Organizational skills

Education

Enrolled Agent credential

Tools

QuickBooks

UltraTax

Drake Tax

Excel

Job description

Job Description

Job Description

Position overview

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.