Staff Accountant / Office Manager

Position Summary

We are seeking a dependable, organized, and detail-oriented Staff Accountant / Office Manager to join our tax and accounting practice. This position plays a vital role in both client accounting services and the day-to-day management of the office. The ideal candidate enjoys working in a small team environment, takes initiative, provides exceptional client service, and is comfortable handling a variety of accounting and administrative responsibilities.

Essential Duties and Responsibilities

Accounting and Tax Services

• Prepare bookkeeping for small business clients using QuickBooks Desktop and QuickBooks Online.
• Reconcile bank, credit card, and loan accounts.
• Prepare monthly and year-end financial statements.
• Process payroll and payroll tax filings.
• Prepare sales and use tax returns.
• Assist with the preparation of individual, partnership, S corporation, and corporate income tax returns.
• Organize client tax documents and maintain electronic workpapers.
• Communicate with clients to obtain information needed for tax and accounting engagements.
• Assist with tax notices and other client correspondence.
• Maintain accurate and confidential client records.

Office Management

• Oversee daily operations of the office to ensure efficiency and professionalism.
• Spearhead staff implementation and continued development of SOP’s.
• Assist with onboarding new clients and maintaining TaxDome CRM/Client Portal.
• Support partners with projects and workflow management during tax season.
• Prepare engagement letters, client organizers, and other administrative documents.
• Help to recruit and manage seasonal interns during tax season.

Client Service

• Serve as a friendly and professional point of contact for client accounts.
• Assist clients with secure document uploads and electronic signatures.
• Respond promptly to client inquiries by phone and email.
• Build strong working relationships by providing responsive and courteous service.

Qualifications

• Associate's or Bachelor's degree in Accounting, Business, or a related field preferred.
• Minimum of 3 years of bookkeeping, accounting, or tax preparation experience.
• Experience working in a CPA, tax, or public accounting firm preferred.
• Proficiency with QuickBooks Online and QuickBooks Desktop.
• Strong knowledge of Microsoft Excel, Word, Outlook, and Adobe Acrobat.
• Excellent organizational skills with the ability to manage multiple priorities and deadlines.
• Strong written and verbal communication skills.
• High level of professionalism and discretion when handling confidential information.
• Ability to work independently with minimal supervision while contributing to a collaborative team environment.

Preferred Qualifications

• Payroll processing experience.
• Familiarity with IRS and state tax procedures.
• Experience with electronic document management and client portals.

Desired Characteristics

The successful candidate is:

• Dependable and self-motivated.
• Detail-oriented and highly organized.
• Friendly, professional, and client-focused.
• Comfortable managing multiple responsibilities in a small office.
• Willing to learn and adapt to changing priorities during tax season.
• Committed to accuracy, confidentiality, and excellent service.

Benefits

• Competitive salary based on experience.
• Paid holidays and paid time off.
• Retirement plan with employer contribution, if eligible.
• Flexible work environment outside of peak tax season.
• Supportive, family-oriented workplace with opportunities for long-term growth.

Pay: $55,000.00 - $75,000.00 per year

Benefits:

• Flexible spending account
• Health insurance
• Paid time off
• Retirement plan

Education:

• Bachelor's (Preferred)

Experience:

• Bookkeeping and Payroll: 3 years (Preferred)
• Office management: 1 year (Preferred)

Ability to Relocate:

• Dubuque, IA 52002: Relocate before starting work (Required)

Work Location: In person

Salary : $55,000 - $75,000