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Bookkeeper/Tax Preparer

Thomas Smith Advisors, LLC

15h ago

0$55k - $62kFinanceRemote, USjobspy_indeed
remoteindeed

Job Description

**Bookkeeper / Tax Preparer** **Overview** We are seeking a detail\-oriented and experienced Bookkeeper \& Tax Preparer to support our growing list of clients. The ideal candidate will wear both hats—maintaining accurate books year\-round and preparing individual and business tax returns during filing season. The right person possesses strong accounting skills, proficiency with accounting and tax software, and the ability to maintain accurate financial data in compliance with GAAP and current tax regulations. This role can be fully remote, and you're—of course—welcome to work out of one of our 4 NC\-based offices. **Compensation:** $55,000 – $62,000/year, commensurate with experience. **Duties** * Manage full\-cycle bookkeeping including accounts payable, accounts receivable, and bank reconciliations using software such as QuickBooks * Prepare and record journal entries, perform general ledger accounting, and ensure accuracy of financial data * Reconcile accounts regularly, including balance sheet reconciliation and general ledger reconciliation * Prepare individual (1040\) and business (1120, 1120\-S, 1065\) tax returns, ensuring accuracy and compliance with federal and state regulations * Gather and organize client tax documents, identify missing information, and follow up to keep returns on track * Assist with payroll processing and tax filings, ensuring compliance with governmental regulations * Generate detailed financial reports, including budgeting analysis and account analysis * Maintain accurate records of debits \& credits, double entry bookkeeping, and account reconciliation processes * Communicate with clients on bookkeeping and tax matters in a clear, professional, and timely manner * Ensure adherence to GAAP standards and current tax law in all financial reporting and return preparation **Qualifications** * Proven experience with QuickBooks * Hands\-on experience preparing tax returns using professional tax software (ProSeries experience a plus) * Strong understanding of accounting principles including GAAP, double entry bookkeeping, debits \& credits, and journal entries * Working knowledge of individual and business tax preparation and current filing requirements * Ability to perform bank reconciliation, account reconciliation, general ledger reconciliation, and account analysis accurately * Familiarity with payroll processing * Experience with public accounting is preferred * Excellent organizational skills with proficiency in 10\-key typing for data entry efficiency * Strong attention to detail with the ability to analyze financial data effectively * Excellent communication skills to prepare clear financial reports and collaborate with clients and colleagues * PTIN (or willingness to obtain); EA or CPA credential a strong plus This position requires a professional committed to accuracy, confidentiality, and continuous improvement in financial management practices. Pay: $55,000\.00 \- $62,000\.00 per year Benefits: *