Tax Preparer & Bookkeeping Specialist

Overview

A growing Tax Relief firm is seeking a highly experienced and self-sufficient Senior Tax Preparer & Bookkeeping Specialist. This role focuses primarily on end-to-end preparation of complex individual and business tax returns, including cases with multiple entities, prior-year filings, and clients with incomplete or disorganized financial records. The position requires a seasoned professional with 3–5 years of hands-on experience preparing complex tax returns independently. Additionally, the role supports bookkeeping functions using QuickBooks Online to maintain accurate, tax-ready financials.

Responsibilities

Tax Preparation (Primary Focus)

• Independently prepare and review federal and state tax returns for individuals (Form 1040, including Schedule C, D, E), corporations (Forms 1120, 1120-S), and partnerships (Form 1065).
• Manage high-complexity cases involving multiple entities and income streams, prior-year unfiled returns, and incomplete or inconsistent financial records.
• Take ownership of workload and deliver accurate, timely returns with minimal oversight.

Bookkeeping (Secondary Focus)

• Maintain and clean client books using QuickBooks Online to ensure tax readiness.
• Perform forensic and catch-up bookkeeping work by reconstructing financials from bank statements and source documents.
• Conduct bank and credit card reconciliations and general ledger cleanup.
• Produce accurate Profit & Loss and Balance Sheet reports to support tax filings.
• Ensure bookkeeping practices align with tax compliance standards.

Requirements

Technical Skills

• Advanced knowledge of individual and business tax returns (1040, 1120, 1120-S, 1065) and entity structures (Schedule C, Partnerships, S-Corps, C-Corps).
• Experience with Drake Tax Software is highly preferred; familiarity with other tax software such as Lacerte, ProSeries, or UltraTax is a plus.
• Proficiency in QuickBooks Online for managing and cleaning books.
• Advanced skills in Excel or Google Sheets for handling and cleaning large or messy datasets.

Professional Attributes

• Ability to work autonomously on complex tax returns without training or close supervision.
• Detail-oriented with a high level of accuracy and consistency.
• Strong problem-solving skills, comfortable working with incomplete or disorganized financial information.
• Process-oriented with the ability to bring structure and efficiency to workflows.
• Effective communication skills to clearly explain financial and tax concepts.

Education & Experience

• Bachelor’s degree in Accounting, Finance, or a related field is preferred.
• 3–5 years of experience preparing complex tax returns independently is required.
• Proven ability to handle business returns (1120, 1120-S, 1065) without supervision.
• Hands-on experience with Drake Tax Software is a significant advantage.
• Experience in Tax Relief or Resolution is a strong plus.