Bookkeeping and Tax Assistant

7 days ago


Richardson, Texas, United States Strategic Wealth Planning Full time
Job Title: Bookkeeping and Tax Assistant

Company Overview:

Our boutique financial services firm provides an excellent opportunity for a motivated individual to join our team as a Bookkeeping and Tax Assistant.

Salary:

The estimated annual salary range is $50,000 to $65,000.

Job Description:

In this role, you will maintain QuickBooks Desktop and Online accounts for multiple clients, prepare and distribute monthly financial statements, and reconcile bank and balance sheet accounts. Additionally, you will communicate with clients using Outlook and assist with year-end reports including preparation of 1099s and W-2s.

Required Skills and Qualifications:

  • High school diploma or equivalent required; associate's or bachelor's degree preferred
  • Minimum 1 year of experience in bookkeeping or accounting
  • Basic knowledge of tax laws and regulations
  • Strong computer skills and proficiency in Microsoft Office Suite


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