Financial Records Specialist

The Tax Filing/Bookkeeper is responsible for maintaining accurate financial records, preparing tax filings, and ensuring compliance with regulations.

• Maintain up-to-date financial records, including accounts payable, accounts receivable, and general ledger entries. Ensure accuracy and completeness of all records.
• Prepare and file tax returns in accordance with local, state, and federal regulations. Stay updated on changes to tax laws and regulations.
• Reconcile bank statements and monitor cash flow. Identify discrepancies and take corrective action as needed.
• Assist in the preparation of financial statements, reports, and budgets. Provide analysis and insights to support business decision-making.
• Monitor and ensure compliance with tax laws and regulations. Stay informed about new developments and updates.
• Respond to tax-related inquiries and coordinate with tax authorities as needed. Provide timely and accurate responses to client inquiries.
• Process payroll and ensure accurate and timely payment of employee salaries. Maintain confidentiality of employee information.
• Conduct regular audits to identify and resolve discrepancies in financial records. Implement controls to prevent future errors.
• Collaborate with internal and external auditors to ensure accurate and timely completion of audits. Provide necessary documentation and support.
• Provide support during the annual budget process and assist with financial forecasting. Help develop realistic budgets and financial plans.
• Communicate effectively with clients, vendors, and team members to ensure clarity and accuracy in all financial transactions. Build strong relationships with clients and stakeholders.
• Manage client accounts through file management systems. Ensure all documents are organized and readily available for tax filings.
• Assist clients in gathering necessary documents for tax preparation, bookkeeping, and other financial needs. Provide guidance on what documents are required.
• Schedule and coordinate client meetings, including quarterly reviews, tax planning, and general consultations. Ensure smooth communication and efficient use of time.
• Monitor the tax preparation pipeline and ensure clients submit required documents in a timely manner. Follow up with clients as needed to ensure compliance.
• Handle basic tasks related to bookkeeping, such as requesting access to financial systems, preparing journal entries, and assisting with 1099 management. Perform tasks efficiently and accurately.
• Manage communications for tax projections, extensions, and the filing of returns. Coordinate with tax authorities and clients as needed.
• Support tax preparers by resolving client questions, monitoring notes, and ensuring all preparation stages are completed smoothly. Provide assistance and guidance as needed.
• Maintain confidentiality and security of all financial data. Protect sensitive information from unauthorized access.

• Proficiency in accounting software and systems.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• High level of accuracy and attention to detail.
• Ability to maintain confidentiality and handle sensitive information.

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and detail-oriented individual who is passionate about finance, we encourage you to apply for this exciting opportunity.