Bookkeeper

• Prepare and review individual, business, and corporate tax returns with a focus on accuracy and compliance
• Manage bookkeeping tasks, such as data entry, account reconciliations, and generating financial statements using software
• Analyze financial data to identify discrepancies, trends, and opportunities for improvement
• Provide clear explanations of tax strategies and financial concepts to clients, ensuring they understand their financial options
• Promote additional financial services that align with clients' needs and goals
• Stay informed about current tax laws, accounting standards, and regulatory changes to maintain compliance
• Support marketing and outreach initiatives to attract new clients and strengthen community engagement
• Deliver outstanding customer service that fosters strong and trusting relationships with clients

• Proven experience in tax preparation, public accounting, or corporate accounting, with a solid understanding of tax regulations
• Proficiency in accounting software
• Strong analytical skills to interpret and evaluate complex financial data
• Knowledge of bookkeeping practices, including account reconciliation and ledger management
• Effective communication skills for attentive client interactions and customer service
• Ability to work independently and manage multiple deadlines in a dynamic environment

Experience in financial sales or marketing is a plus but not mandatory

• Medical, vision, dental, and life and disability insurance
• Eligible to enroll in our company 401(k) plan