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Bookkeeper and Tax Specialist
Remote VANew Haven, CT, US2 days ago
Job type
- Full-time
Job descriptionPrepare and file federal, state, and local tax returns for individuals and small businesses. Ensure compliance with tax regulations and deadlines. Advise clients on tax-saving strategies and financial planning to minimize tax liabilities. Analyze clients' financial data to identify trends, discrepancies, and areas for improvement. Provide recommendations for budgeting, forecasting, and financial management. Communicate effectively with clients regarding their financial situation and tax obligations. Address client inquiries and provide solutions related to tax and bookkeeping issues. Organize and maintain financial documents and ensure they are readily available for audits or reviews. Collaborate with other team members to support overall financial operations.
Bookkeeper And Tax Specialist
We are seeking a detail-oriented and knowledgeable Bookkeeper And Tax Specialist to join our dynamic team at Remote VA. This position involves managing our clients' financial records, preparing taxes, and providing expert advice on financial compliance. The ideal candidate will have extensive experience in bookkeeping and tax regulations to ensure our clients' financial health.
Key Responsibilities :
Bookkeeping Duties :
- Maintain accurate and up-to-date financial records for multiple clients, including accounts payable and receivable.
- Record daily financial transactions and reconcile bank statements.
- Prepare monthly and annual financial statements, including profit and loss reports and balance sheets.
Tax Preparation :
Financial Analysis :
Client Consultation :
Administrative Support :
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Tax Specialist • New Haven, CT, US
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