Crete Professionals Alliance

Bookkeeper, Tax

Crete Professionals Alliance

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $75,000 - $100,000 per year

Job Level

Mid-LevelSenior

About the role

  • Prepare individual and business (entity) tax returns for clients
  • Maintain accurate financial records and perform bookkeeping for clients
  • Perform monthly and quarterly client book closings in QuickBooks Online and QuickBooks Desktop
  • Integrate financial data and tax information across multiple software systems (CCH Access, Lacerte, QuickBooks)
  • Support clients across a variety of industries and business structures with ongoing accounting needs
  • Communicate complex tax issues clearly to clients in a client-facing role
  • Collaborate as part of a US East Coast-based team, aligning typical working hours with EST
  • Work extended hours during tax season (January 15–April 15), including Saturdays and several longer days per week

Requirements

  • 3–5 years of experience in tax preparation and bookkeeping, ideally within a small to medium public accounting firm
  • Proficiency in preparing both individual and business (entity) tax returns
  • Experience with QuickBooks Online and QuickBooks Desktop, including monthly and quarterly client book closings
  • Ability to prepare tax returns while ensuring compliance with federal, state, and local tax laws
  • Skilled at integrating financial data and tax information across multiple software systems
  • Experience serving a variety of clients across industries and business structures
  • Strong understanding of entity taxation (corporations, partnerships, etc.) as well as personal taxation
  • Excellent communication skills, with the ability to clearly explain complex tax issues to clients
  • Availability for extended hours during tax season (January 15 – April 15), including Saturdays and 2–3 longer days per week
  • B.A. in Accounting (minimum 3.0 GPA)
  • Certified Public Accountant (CPA) license preferred
  • Proficiency with Microsoft Office Suite, CCH Access, Lacerte, and QuickBooks
  • Strong verbal and written communication skills
  • Ability to meet strict deadlines; reliable, organized, dedicated, and effective in a team environment