Tax Preparer/Bookkeeper

Monotelo Advisors; West Brooklyn (IL); On-site; USD 42,000 - 62,000; Full time

Job summary

Monotelo Advisors seeks a Tax Preparer/Bookkeeper to support a diverse client base. Responsibilities include tax preparation (1099/1040), payroll processing, and basic bookkeeping using QuickBooks.

Experience with Canopy, Drake Tax, Microsoft 365, Excel, and a QuickBooks certification is a plus. Strong attention to detail and excellent communication are essential.

Qualifications

• Tax preparation including 1099 and 1040.
• Tax planning experience.
• Corporate, Estate and Trust tax preparation experience a plus.
• Client accounting using QuickBooks.
• Prepare financial statements in Excel.
• Prepare payroll for clients on their schedule.
• Track payroll adjustments and deductions.
• Prepare payroll tax returns and W-2s.
• Prepare sales tax returns.
• Canopy client management software experience a plus.
• Enrolled Agent or CPA a plus.
• Strong attention to detail and willingness to learn.
• Strong communication skills.

Responsibilities

• Tax preparation including 1099 and 1040.
• Tax planning activities for clients.
• Client accounting using QuickBooks.
• Prepare financial statements in Excel.
• Prepare payroll for clients and payroll tax returns.

Skills

Strong communication skills

Attention to detail

Willingness to learn

Education

Enrolled Agent or CPA preferred

QuickBooks Certification

Tools

QuickBooks

Drake Tax

Canopy

Microsoft 365

Job description

Tax Preparer/Bookkeeper

• Tax preparation including 1099 and 1040


• Tax planning


• Corporate, Estate and Trust tax preparation experience a plus


• Client accounting using multiple versions of QuickBooks


• Prepare financial statements in Excel


• Prepare payroll for clients on their normal schedule


• Track and calculate adjustments to payroll additions and deductions


• Prepare payroll tax returns and W-2’s


• Prepare sales tax returns


• QuickBooks, Microsoft 365, and Drake Tax experience a plus


• QuickBooks certification a plus


• Canopy client management software experience a plus


• Enrolled Agent or CPA a plus


• Strong attention to detail and willingness to learn


• Strong communication skills