Semi-Senior Tax Accountant & Bookkeeper

Position Overview: We are looking for an extension of our team on a full-time, long-term basis. The ideal candidate will have experience in bookkeeping, client-facing roles, and preparing tax returns. This dual-role position combines high-level expertise in tax compliance and planning with bookkeeping responsibilities to ensure the financial accuracy and efficiency of the organization. The ideal candidate is detail-oriented, organized, and adept at handling complex tax matters while managing day-to-day financial operations.

Key Responsibilities:

Tax Accounting:

• Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, and non-profits.
• Research and stay updated on changes in tax laws and regulations, providing recommendations to optimize tax positions.
• Assist in tax planning and forecasting strategies for clients or the organization.
• Handle audits and communicate with tax authorities as needed.
• Identify tax-saving opportunities and ensure compliance with all tax filings.

Bookkeeping:

• Manage accounts payable and receivable, ensuring timely payments and collections.
• Perform reconciliations for bank accounts, credit cards, and other financial accounts.
• Maintain general ledger and ensure all financial transactions are accurately recorded.
• Generate financial reports such as income statements, balance sheets, and cash flow statements.
• Assist in month-end and year-end closing processes.
• Work with external auditors and ensure compliance with internal financial policies.

Collaboration & Advisory:

• Partner with clients, management, or stakeholders to provide financial insights and recommendations.
• Support budgeting, forecasting, and financial analysis activities.

Requirements

Key Qualifications and Skills:

• Bookkeeping experience (including client-facing responsibilities).
• Tax Return Preparation experience (CCH Tax knowledge is a plus).
• QuickBooks Online experience (required; advanced proficiency preferred).
• Drake Tax software knowledge is not essential but would be a nice-to-have.
• Ability to work with clients directly, providing support and communication in a professional manner.
• Semi-Senior level preferred, though not an entry-level position. We are open to candidates who are eager to learn and grow in the role.
• Fluent in English (both written and spoken).

Position Details:

• Remote position (100% remote work).
• Working Hours: 8 AM – 6 PM EST.
• Candidate Preferences: We are not considering candidates from Kenya at this time.