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We are looking for a skilled Tax Preparer /Bookkeeper to join our team in Concord, California. This Contract to permanent position offers an exciting opportunity for a detail-oriented individual to assist primarily with individual tax returns, bookkeeping, and other financial tasks. The ideal candidate will be proficient in tax preparation and bookkeeping, with a strong command of relevant software tools.
Job Responsibility:
Prepare individual tax returns, ensuring compliance and accuracy with applicable regulations
Handle a small percentage of business tax returns as needed
Manage bookkeeping tasks for 4-5 clients, including creating profit and loss statements
Utilize software tools such as Drake Tax Software and QuickBooks to perform tax and bookkeeping functions
Process tax documents for schedules A through E, catering to middle-class and high-net-worth clients
Perform occasional data entry related to the insurance side of the business
Coordinate the pickup and delivery of financial documents to and from business clients
Collaborate with clients to ensure timely completion of all financial tasks
Maintain organized records and provide updates on tax and bookkeeping activities
Requirements:
Proven experience in tax preparation, specifically individual returns
Proficiency in bookkeeping, including creating profit and loss statements
Familiarity with tax software such as Drake Tax Software and QuickBooks
Active certifications CTEC or credentials relevant to tax preparation
Ability to handle schedules A through E and related forms
Strong organizational skills and attention to detail
Reliable transportation for occasional client document deliveries
Excellent communication skills for interacting with clients and team members