Bookkeeper and Tax Preparer Assistant

Job DescriptionJob Description DWA TAX Consultants is seeking a detail-oriented and dependable Bookkeeper & Tax Preparer Assistant to support our accounting and tax preparation team. This role is responsible for maintaining accurate financial records, assisting with tax return preparation, and providing administrative support to ensure efficient client service during both tax season and throughout the year. The ideal candidate is organized, proactive, client-focused, and comfortable working in a fast-paced environment.

Key ResponsibilitiesBookkeeping DutiesRecord and maintain daily financial transactionsReconcile bank and credit card statementsManage accounts payable and accounts receivableMaintain payroll records (if applicable)Prepare monthly financial statements and reportsMaintain and organize client financial documentationAssist clients with bookkeeping software questions (QuickBooks or similar)Multiple Clients per month.Tax Preparation SupportCollect and organize client tax documentsPrepare basic individual tax returns under supervision, very basicEnter financial data into tax software accuratelyReview returns for missing information or discrepanciesCommunicate with clients to request additional documentationAssist with electronic filing and tracking return statusSupportAnswer phones and respond to client inquiriesMaintain secure and confidential client filesSupport team members with special projects as neededQualificationsAssociate’s degree in Accounting, Finance, or related field preferred1–3 years of bookkeeping or tax preparation experience preferredProficiency in QuickBooks (Online and/or Desktop)Familiarity with tax preparation softwareStrong knowledge of basic accounting principlesProficient in Microsoft Office (Excel, Word, Outlook)Excellent organizational and time management skillsStrong attention to detail and accuracyAbility to maintain strict confidentialitySkills & CompetenciesStrong analytical and problem-solving skillsClear verbal and written communicationAbility to work independently and as part of a teamAbility to manage multiple deadlines, especially during tax seasonProfessional and client-focused demeanorWork EnvironmentOffice-based positionFull-time or part-time availabilityExtended hours may be required during tax seasonCompensationCompetitive hourly wage or salary (based on experience)Opportunities for professional developmentSupportive team environment Company Description**Why Work With Us?** At our tax consulting and tax preparation firm, we take pride in creating a supportive and collaborative work environment where each team member can grow and thrive. As a member of our team, you’ll have the opportunity to work alongside experienced professionals and make an impact within a company that values your expertise and contributions.Company Description**Why Work With Us?**\r\n\r\nAt our tax consulting and tax preparation firm, we take pride in creating a supportive and collaborative work environment where each team member can grow and thrive. As a member of our team, you’ll have the opportunity to work alongside experienced professionals and make an impact within a company that values your expertise and contributions.