Tax Pro & Bookkeeping Specialist

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

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.