What are the responsibilities and job description for the Tax preparer and bookkeeping position at Regal Insurance Services, LLC?
Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.
Job Description
We are seeking a reliable, detail-oriented Full-Charge Bookkeeper & Tax Preparer to join our growing team on-site in Irving, Texas. Unlike temporary or seasonal roles, this is a stable, year-round position for a versatile professional who excels at managing daily accounting lifecycles and individual and small-business tax compliance.
The ideal candidate will bridge the gap between day-to-day transaction workflows and year-end filings, ensuring our clients receive accurate, proactive, and strategic financial support throughout the calendar year
Key Responsibilities
Tax Preparation, Full-Cycle Bookkeeping, Payroll & Compliance, Financial Reporting, Client Advisory
Experience:
Minimum 2–3 years of paid experience handling both professional bookkeeping and tax preparation
Spanish as a second language will be a plus.
Qualifications
Technical Proficiency - Advanced knowledge of professional tax software (Drake) will be a plus, and accounting applications like QuickBooks Desktop or Online