Bookkeeper/Tax Preparer

Responsibilities:

Bookkeeping:

• Maintain accurate and up-to-date financial records using accounting software (e.g., QuickBooks, Xero).
• Process accounts payable and receivable, including invoicing, payments, and bank reconciliations.
• Prepare monthly, quarterly, and annual financial reports.
• Assist in budget preparation and financial planning processes.
• Process payroll and ensure compliance with tax regulations.
• Reconcile bank accounts, credit card statements, and vendor accounts.
• Manage tax filings (e.g., sales tax, quarterly reports).

Tax Preparation

• Prepare and file individual and business federal, state, and local income tax returns in compliance with applicable laws and regulations.
• Review financial records such as income statements, receipts, and previous tax returns to ensure accuracy and completeness.
• Conduct client interviews to gather information on income, expenses, deductions, and other relevant financial details.
• Stay current with tax code updates, IRS guidelines, and state-specific regulations to maximize accuracy and compliance.
• Identify potential credits and deductions to minimize client tax liability.
• Ensure confidentiality and security of sensitive client information at all times.
• Provide clear explanations of tax return results, liabilities, and refunds to clients in a professional and approachable manner.
• Assist clients with resolving tax notices or inquiries from the IRS and state agencies.
• Maintain organized records and documentation for audit readiness and compliance.
• Work collaboratively with other staff, accountants, or financial professionals as needed.

Qualifications:

• Proven experience as a bookkeeper or in a similar role (3 years preferred).
• Strong knowledge of accounting principles and financial regulations.
• Proficiency in accounting software (QuickBooks, Xero, etc.) and MS Office (Excel, Word).
• Excellent organizational skills and attention to detail.
• Ability to multitask and prioritize in a fast-paced environment.
• Strong communication and interpersonal skills.
• Experience in office management or administrative roles is a plus.
• Bachelors Degree in Accounting, Finance or Business Administration. or Certified Bookkeeper
• Opportunity to work in 2 locations, Columbiana, Ohio and Youngstown, Ohio

Benefits:

• Competitive salary based on experience.
• Holidays.
• Matched Healthcare Coverage.
• Opportunities for growth and professional development.

Job Type: Full-time

Pay: $18.00 - $25.00 per hour

Benefits:

• Employee discount
• Health insurance

Experience:

• Bookkeeping: 1 year (Required)
• Tax preparation: 1 year (Required)

Ability to Commute:

• Canfield, OH 44406 (Required)

Work Location: In person

Salary : $18 - $25