
Senior Bookkeeper with Tax Expertise
10 hours ago
The role involves providing expert bookkeeping and tax preparation services to clients.
Key Responsibilities:- Client Communication: Provide top-notch customer service through various channels such as email, phone, and chat
- Account Management: Manage client accounts by ensuring all financial documents are organized and easily accessible for tax purposes
- Document Assistance: Assist clients in gathering necessary documents for tax preparation and other financial needs
- Meeting Coordination: Schedule and coordinate meetings with clients, including quarterly reviews and general consultations
- Tax Preparation Pipeline: Monitor the tax preparation pipeline to ensure timely submission of required documents
- Bookkeeping Tasks: Perform basic bookkeeping tasks such as requesting access to financial systems, preparing journal entries, and assisting with 1099 management
- Tax Communications: Oversee communications related to tax projections, extensions, and return filings
- Proven experience in bookkeeping and US tax filing is essential
- Strong ability to build rapport with clients and deliver exceptional customer service
- Excellent verbal and written communication skills are required
- Proficiency in using accounting software and file management systems is necessary
- Strong organizational and time management skills are crucial
- Attention to detail and accuracy in financial record-keeping are essential
- Ability to work independently and manage multiple tasks efficiently is a must
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