Full Charge Bookkeeper/Tax

We are seeking an experienced Full Charge Bookkeeper with basic tax preparation experience to join our growing CPA / PFS Financial Services & Tax office. This role is ideal for a detail-oriented professional who is comfortable handling full-cycle bookkeeping, supporting tax preparation during busy season, and working directly with clients in a professional services environment.

The ideal candidate has hands-on experience with QuickBooks Online and/or Desktop, is familiar with Drake Tax Software, and thrives in a fast-paced, deadline-driven office.

Key Responsibilities

Bookkeeping & Accounting

Perform full-cycle bookkeeping for multiple client accounts

Handle accounts payable, accounts receivable, billing, and collections

Reconcile bank, credit card, and loan accounts monthly

Maintain and review general ledger accounts

Prepare monthly, quarterly, and year-end financial statements

Assist with month-end and year-end close processes

Ensure accurate data entry, account coding, and documentation

Tax Preparation Support

Assist with basic individual and small business tax preparation using Drake Tax Software

Organize and review client tax documents

Input tax data accurately and efficiently

Support CPA and tax professionals during tax season

Help with extensions, estimated payments, and related filings as needed

Client & Office Support

Communicate directly with clients regarding bookkeeping and tax-related questions

Assist with onboarding new bookkeeping clients

Maintain organized digital and physical client files

Support compliance with firm policies and accounting best practices

Qualifications

3–5 years of Full Charge Bookkeeping experience, preferably in a CPA or tax firm

Hands-on experience with QuickBooks Online and/or QuickBooks Desktop

Basic tax preparation experience required

Experience using Drake Tax Software strongly preferred

Solid understanding of GAAP and general accounting principles

Strong attention to detail and organizational skills

Ability to manage multiple clients and deadlines

Professional communication skills and client-service mindset

Education & Certifications

Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred

Bookkeeping or accounting certifications a plus (but not required)
Full Charge Bookkeeping, QuickBooks, Accounts Payable (AP), Accounts Receivable (AR), Bank Reconciliations, Tax Preparation

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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