Tax Preparer/Bookeeping Specialist

The Juris Agency; Duluth (MN); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

PTO

Career Growth

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Job summary

ABT Accounting is seeking an experienced Tax Preparer with strong knowledge of individual income tax preparation and bookkeeping.

The ideal candidate should be comfortable preparing federal and state tax returns and reviewing client documents for accuracy while understanding the underlying financial records behind the return. They will also work with bookkeeping data such as P&L and Balance Sheet reports and maintain client files with integrity.

Qualifications

• Experience preparing individual tax returns
• Knowledge of bookkeeping basics
• Proficiency with QuickBooks
• Strong attention to detail and organizational skills
• Excellent communication and client-service skills

Responsibilities

• Prepare individual federal and state income tax returns
• Review client tax documents for accuracy and completeness
• Identify missing information and follow up with clients as needed
• Understand and review bookkeeping records, including Profit & Loss and Balance Sheet reports
• Assist with bookkeeping cleanup and reconciliation when necessary
• Review QuickBooks records and identify discrepancies
• Work with W-2s, 1099s, Schedule C businesses, rental income, deductions, credits, and other common individual tax matters
• Maintain accurate client files and documentation
• Communicate professionally with clients regarding tax and bookkeeping questions
• Meet deadlines and maintain confidentiality of financial information

Skills

Tax Preparation

Bookkeeping

QuickBooks

Client Communication

Attention to Detail

Education

Associate degree in Accounting

Tools

QuickBooks

Job description

Job Description

ABT Accounting is seeking an experienced Tax Preparer with strong knowledge of individual income tax preparation and bookkeeping.

The ideal candidate should be comfortable working independently with tax returns while also understanding the bookkeeping and financial records behind the return.

We are looking for someone who understands that tax preparation and bookkeeping work together. The right candidate should be able to look beyond simply entering numbers into a tax return and understand the financial information supporting those numbers.

Benefits

• Paid Time Off (PTO)
• Career Growth Opportunities
• Dental Insurance
• Vision Insurance
• Mon-Fri Schedule

Responsibilities

Responsibilities include:

• Prepare individual federal and state income tax returns
• Review client tax documents for accuracy and completeness
• Identify missing information and follow up with clients as needed
• Understand and review bookkeeping records, including Profit & Loss and Balance Sheet reports
• Assist with bookkeeping cleanup and reconciliation when necessary
• Review QuickBooks records and identify discrepancies
• Work with W-2s, 1099s, Schedule C businesses, rental income, deductions, credits, and other common individual tax matters
• Maintain accurate client files and documentation
• Communicate professionally with clients regarding tax and bookkeeping questions
• Meet deadlines and maintain confidentiality of financial information

Requirements

Preferred Qualifications:

• Prior experience preparing individual tax returns
• Solid working knowledge of bookkeeping
• QuickBooks experience strongly preferred
• Understanding of basic accounting principles
• Strong attention to detail and organizational skills
• Ability to research tax questions and recognize when an issue requires further review
• Excellent communication and client-service skills