Related skills
reconciliations month-end close general ledger bookkeeping tax preparation๐ Description
- Tax Preparation: Prepare and file tax returns for small to mid-sized clients using Pro Series.
- Bookkeeping: Manage general ledger entries, reconciliations, month-end close; QuickBooks.
- Client Support: Assist with personal and business tax questions, filings, and inquiries.
- Accounting Work: Support general accounting tasks and ad hoc projects.
- Team Scalability: Support growth for 40 business clients, 300 personal tax clients, and 50 more.
๐ฏ Requirements
- 5+ years in tax preparation; CPA preferred but not required.
- Hands-on experience preparing and filing U.S. tax returns.
- Spanish fluency; English (written and verbal) required.
- Pro Series and QuickBooks Online & Desktop experience.
- U.S.-based bookkeeping experience preferred.
- Independent work style; initiative; ability to manage changing priorities.
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