Tax and Quickbooks Accountant

Tax & QuickBooks AccountantJob Summary

We are seeking a dependable, detail-oriented Tax & QuickBooks Accountant to join our team. This position is ideal for an accounting professional who enjoys working with a variety of individual and small-business clients and wants hands-on responsibility in both tax preparation and QuickBooks Online accounting.

The Tax & QuickBooks Accountant will work with client financial records, maintain and reconcile QuickBooks Online accounts, prepare financial statements, and prepare or assist with federal and state individual and business income tax returns.

We are looking for someone who is organized, comfortable working independently, communicates professionally with clients and coworkers, takes pride in producing accurate work, and is comfortable using modern technology, including AI tools, to improve efficiency and productivity.

Responsibilities

• Maintain and update client accounting records using QuickBooks Online.
• Prepare monthly, quarterly, and year-end account reconciliations and financial statements.
• Review general ledger accounts and investigate and resolve discrepancies.
• Perform bookkeeping, adjusting journal entries, and other accounting functions using proper double-entry accounting principles.
• Prepare or assist with federal and state individual and business income tax returns.
• Assist with sales tax filings and other client accounting and tax compliance matters.
• Organize and review client information to ensure completeness and accuracy before tax return preparation.
• Communicate directly with clients regarding accounting records, tax information, missing documents, and questions.
• Utilize AI and other technology tools appropriately to assist with research, document review, workflow, communication, and other accounting and tax-related tasks.
• Understand the importance of independently reviewing and verifying information generated by AI tools before relying upon it.
• Maintain confidentiality and use appropriate judgment when working with client information, including when using AI-based technology.
• Work with other team members on tax, accounting, and special client projects as needed.

Required Qualifications

• Working knowledge of accounting principles and double-entry bookkeeping.
• Experience with QuickBooks Online required.
• Strong reconciliation and account-analysis skills.
• Strong attention to detail and commitment to accuracy.
• Ability to organize and prioritize multiple client projects and deadlines.
• Comfortable learning and using accounting, tax, and other business software.
• Understanding of and willingness to use artificial intelligence (AI) tools and other emerging technologies to improve efficiency and work quality.
• Ability to recognize that AI-generated information requires professional review, verification, and judgment.
• Fluent spoken and written English required, including the ability to communicate clearly and professionally with clients.
• Strong interpersonal and communication skills.
• Ability to work both independently and collaboratively as part of a team.

Preferred Qualifications

• Previous experience in a CPA firm, tax practice, bookkeeping firm, or similar accounting environment.
• Experience preparing federal and state individual and business income tax returns.
• Experience working with small-business clients.
• Familiarity with CCH Axcess Tax is a plus.
• Experience using AI tools such as ChatGPT, Microsoft Copilot, or similar applications in an accounting, tax, or professional business environment is a plus.

Why Join Us?

This position offers the opportunity to work directly with a variety of individual and small-business clients while developing your skills in tax preparation, QuickBooks accounting, and modern accounting technology.

We encourage our team members to use technology intelligently and responsibly, including AI tools that can improve efficiency while maintaining the accuracy, confidentiality, and professional judgment expected in a CPA firm.

You will have direct client exposure and the opportunity to expand your tax and accounting knowledge and responsibilities as you grow with the firm.

Benefits: [PTO, paid holidays, retirement plan/employer contribution, health insurance, flexible schedule, bonus, continuing education, etc.]

Schedule: Full-time
Work Location: In-office
Expected Hours: Normal schedule and any tax-season expectations

Job Type: Full-time

Pay: $30.00 - $40.00 per hour

Physical Setting:

• Office

Work Location: In person

Salary : $30 - $40