Tax Preparer and Bookkeeper

Creative Financial Staffing, LLC; North Webster (IN); Híbrido; USD 50.000 - 86.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Unlimited PTO

Hybrid work options

3% 401(k) contribution

Descripción de la vacante

Creative Financial Staffing, LLC is seeking a Tax Preparer & Bookkeeper in the United States. The role involves preparing federal and state tax returns and maintaining client books in QuickBooks while offering a highly autonomous, client-focused environment with hybrid work options outside peak tax season.

The ideal candidate has experience with tax preparation for individuals and businesses, proficiency in QuickBooks, UltraTax/Drake Tax Software, and Excel, and may hold an Enrolled Agent

Formación

• Experience preparing individual and business tax returns.
• Public accounting or tax firm experience preferred.
• Strong QuickBooks experience and reconciliations.

Responsabilidades

• Prepare federal and state tax returns for individuals and businesses.
• Maintain client books in QuickBooks with reconciliations and journal entries.
• Reconcile bank accounts, credit cards, and customer accounts.
• Review and clean up financial records and tax-ready schedules.

Conocimientos

Tax preparation

Public accounting experience

Client communication

Account reconciliation

Educación

EA credential (preferred)

Herramientas

QuickBooks

UltraTax

Drake Tax Software

Excel

Descripción del empleo

Tax Preparer & Bookkeeper

Salary: $50,000 - $86,000

Why This Opportunity Stands Out:

• Enjoy a highly autonomous work environment where your expertise is valued and trusted.
• Build meaningful relationships with clients and become a key advisor to individuals and small businesses.
• Flexible scheduling and hybrid work options available outside of peak tax season.
• Unlimited PTO provides flexibility to manage work and life priorities.
• Join an established accounting firm with a strong reputation for personalized client service.
• Work with a diverse client base across multiple industries, creating variety in your day-to-day responsibilities.
• Gain visibility with leadership and play an important role in the firm’s continued growth.
• Long-term career advancement opportunities as the organization expands.
• Collaborative, team-oriented culture that rewards performance, accountability, and independence.
• 3% 401(k) contribution and flexibility during the off-season.

Key Responsibilities for the Tax Preparer & Bookkeeper:

• Prepare federal and state individual and business tax returns.
• Maintain client books in QuickBooks, including reconciliations and journal entries.
• Reconcile bank accounts, credit cards, and customer accounts.
• Review and clean up financial records and prepare tax-ready schedules.
• Communicate directly with clients regarding accounting, bookkeeping, and tax-related matters.
• Support payroll reconciliations, tax planning activities, and related filings.

Qualifications for the Tax Preparer & Bookkeeper:

• Experience preparing individual and business tax returns.
• Prior public accounting, tax firm, or similar professional services experience preferred.
• Strong QuickBooks experience and understanding of account reconciliations.
• Experience with UltraTax, Drake Tax Software, and Excel preferred.
• Enrolled Agent (EA) credential preferred but not required for experienced candidates.