Bookkeeper and Tax Preparer

Description

We are seeking a diligent and detail-oriented Bookkeeper and Tax Preparer to manage and maintain accurate accounting records for our USA clients. This role demands proficiency in bookkeeping, bank and account reconciliations, payroll processing, and tax compliance to ensure financial accuracy and tax adherence. The ideal candidate will be responsible for recording all financial transactions, assisting in month-end financial closings, and preparing tax forms including 1040, 1065, and 1120S using tax preparation software. Working independently, the candidate must effectively organize financial documents while maintaining a comprehensive general ledger and chart of accounts. This position requires a strong understanding of accounting principles, taxation systems, and bookkeeping processes. The Bookkeeper and Tax Preparer will contribute to timely financial reporting and tax filing, adhering to compliance guidelines. Although this role does not involve managing a team, it requires excellent communication skills and the ability to meet critical deadlines. The candidate should have a background in Accounting and Finance with relevant qualifications such as ACCA (in process) or equivalent, backed by at least two years of professional experience in bookkeeping and tax preparation.

Responsibilities

• Maintain and update accurate bookkeeping and accounting records for USA clients following accepted accounting principles.
• Perform detailed bank and credit card reconciliations to ensure consistency and accuracy of financial records.
• Record payroll transactions and other necessary journal entries systematically and accurately.
• Assist in monthly closing procedures and the preparation of comprehensive financial statements and reports.
• Manage day-to-day accounting activities efficiently, ensuring all financial processes are in compliance with company policies and tax laws.
• Organize and maintain proper documentation and financial records to facilitate easy retrieval and audit readiness.
• Prepare tax returns including forms 1040, 1065, and 1120S using specialized tax software while ensuring compliance with tax regulations.
• Maintain and update the general ledger and chart of accounts thoughtfully to reflect current financial statuses.
• Ensure all tax filings and reports adhere to federal and state tax compliance requirements.
• Communicate professionally through email and other channels to address accounting and tax-related inquiries effectively.
• Work independently to manage multiple deadlines while maintaining accuracy and attention to detail in all accounting tasks.

Experience

2 Years

Apply By

Dec 5, 2026

Required Skills

• QuickBooks
• Tax Regulations
• Accounting principles
• Financial Reporting
• QuickBooks Online
• Tax Reporting and Form Preparation
• General Ledger and Chart of Accounts Management
• Tax Preparation Software
• Tax Compliance and Filing
• Payroll Processing
• Accounts Payable and Receivable
• Bank and account reconciliation
• Bookkeeping and general ledger management

Nice to Have Skills

• Microsoft Excel
• Attention to detail
• Time management
• Communication Skills