Part-Time Bookkeeper & Tax Preparer

Job Title: Part-Time Bookkeeper & Tax Preparer

Location: Tax Management – Menomonee Falls, WI

Job Type: Part-Time (Flexible Hours)

Compensation: Based on experience

About Us:

Tax Management is a small, client-focused accounting and tax preparation firm dedicated to providing personalized bookkeeping and tax preparation services to individuals and small businesses. We pride ourselves on accuracy, integrity, and building long-term relationships with our clients.

Position Summary:

We are seeking a detail-oriented and experienced Part-Time Bookkeeper & Tax Preparer to join our team. This role is ideal for someone who is organized, dependable, and enjoys working independently in a flexible environment. The ideal candidate will have experience with small business bookkeeping, payroll, individual/business tax preparation, Drake Software and QuickBooks.

Key Responsibilities:

• Maintain accurate financial records for clients using QuickBooks or similar software
• Reconcile bank statements and prepare monthly financial reports
• Process payroll and file payroll tax reports as needed
• Prepare and file federal and state individual and small business tax returns
• Communicate with clients regarding financial documents and tax-related questions
• Stay current with tax laws and accounting best practices

Qualifications:

• 2 years of experience in bookkeeping and tax preparation
• Proficiency in QuickBooks (Online and Desktop), Excel, and tax software Drake
• Strong understanding of accounting principles and tax regulations
• Excellent attention to detail and time management skills
• Ability to work independently and manage multiple client accounts
• CPA or Enrolled Agent (EA) certification is a plus, but not required

Hours & Schedule:

• 10–20 hours per week, with a strong potential for more during tax season
• Flexible hours

To Apply:

Please send your resume to samantha.thistle@managedtaxes.com. We look forward to hearing from you!