Accountant/Bookkeeper Tax Intake

Accountant/Bookkeeper Tax Intake Overview

• The Accountant/Bookkeeper Tax Intake role offers a permanent, year-round opportunity in a dynamic accounting firm.
• Contribute to tax intake, bookkeeping, and payroll functions, ensuring seamless client service and operational efficiency.
• Gain exposure to diverse client needs, enhancing your expertise in accounting and payroll processes.
• Collaborate with tax preparers to organize and manage client documents for efficient tax preparation.
• Utilize QuickBooks and Excel to maintain accurate financial records and reports.
• Receive comprehensive training on tax intake procedures and software systems.
• Work in a supportive environment that values attention to detail and professional growth.
• Contribute to a well-established accounting firm committed to long-term client relationships.

Accountant/Bookkeeper Tax Intake Key Responsibilities & Duties

• Organize, scan, and label client documents for tax preparation processes.
• Follow checklists to ensure completeness of files and address missing information.
• Enter and categorize bookkeeping transactions using QuickBooks Online/Desktop.
• Reconcile bank and credit card accounts for accurate financial reporting.
• Process payroll and maintain detailed payroll records for multiple clients.
• Prepare supporting schedules and reports for accountants and tax preparers.
• Communicate professionally with clients to resolve outstanding requests.
• Handle confidential financial and personal information with utmost care.

Accountant/Bookkeeper Tax Intake Job Requirements

• Associate of Science degree or equivalent education in accounting or related field.
• 3–5 years of bookkeeping and payroll experience, preferably in a public accounting environment.
• Proficiency with QuickBooks Online/Desktop and Excel for financial management.
• Strong organizational skills and ability to manage multiple assignments effectively.
• Comfort working on-site and adhering to tax-season schedules with extended hours.
• Experience with Intuit ProSeries and handling confidential documents is preferred.
• Ability to adapt to diverse client needs and exercise sound judgment in bookkeeping processes.
• Excellent communication skills for professional client interactions and follow-ups.