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