Tax Preparer/Bookkeeper

Monotelo Advisors Inc; West Brooklyn (IL); On-site; USD 52,000 - 70,000; Full time

Job summary

Monotelo Advisors Inc is seeking a detail-oriented tax professional in Illinois to perform tax preparation, planning, payroll, and client accounting using QuickBooks. The role emphasizes accuracy, learning, and clear client communication.

Experience with Drake Tax, Canopy, and Microsoft 365 is a plus; Enrolled Agent or CPA credentials are advantageous.

Qualifications

• Experience with tax preparation and planning.
• Experience with corporate, estate, and trust tax prep is a plus.
• Proficiency with QuickBooks and Canopy preferred.

Responsibilities

• Prepare tax returns (1099, 1040) for clients.
• Perform tax planning and advisory work.
• Prepare payroll for clients and associated payroll tax returns (W-2s).
• Track payroll adjustments and deductions.
• Prepare financial statements in Excel.
• Maintain client accounting in QuickBooks.

Skills

Tax preparation

Tax planning

Payroll processing

Excel financial statements

Client communication

Detail-oriented

Willingness to learn

Education

EA or CPA (plus)

Tools

QuickBooks

Drake Tax

Canopy

Microsoft 365

Job description

• 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