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  4. Tax Preparer/Bookkeeper

Tax Preparer/Bookkeeper

Monotelo Advisors
Posted 19 days ago, valid for 14 days
Location

Scarboro, IL, US

Salary

$20 - $30 per hour

Contract type

Part Time

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Sonic Summary

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  • The job position is for a Tax Preparer/Bookkeeper with responsibilities including tax preparation for 1099 and 1040 forms, tax planning, and client accounting using QuickBooks.
  • Experience in corporate, estate, and trust tax preparation is considered a plus, along with familiarity with payroll preparation and tax returns.
  • Candidates should have strong attention to detail, willingness to learn, and excellent communication skills.
  • Preferred qualifications include QuickBooks certification, experience with Microsoft 365, Drake Tax, and Canopy client management software, as well as being an Enrolled Agent or CPA.
  • The position requires a minimum of 2 years of experience in a related field, with a salary range of $50,000 to $70,000 per year.
Tax Preparer/Bookkeeper 
 
  • Tax preparation including 1099 and 1040 
  • Tax planning 
  • Corporate, Estate and Trust tax preparation experience a plus 
  • Client accounting using multiple versions of QuickBooks 
  • Prepare financial statements in Excel 
  • Prepare payroll for clients on their normal schedule 
  • Track and calculate adjustments to payroll additions and deductions 
  • Prepare payroll tax returns and W-2’s 
  • Prepare sales tax returns 
  • QuickBooks, Microsoft 365, and Drake Tax experience a plus 
  • QuickBooks certification a plus 
  • Canopy client management software experience a plus 
  • Enrolled Agent or CPA a plus 
  • Strong attention to detail and willingness to learn  
  • Strong communication skills 


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