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Monotelo AdvisorsPosted 4 weeks ago

Tax Preparer/Bookkeeper

$41,600–$62,400 year

On-siteWest Brooklyn, Illinois, United States

Part TimeSmall

Job Summary

Conduct tax preparation for 1099 and 1040 forms, manage tax planning, and prepare financial statements in Excel. Prepare payroll for clients, track adjustments to payroll additions and deductions, and file payroll tax returns and W-2s. Manage client accounting using QuickBooks and prepare sales tax returns. Enrolled Agent or CPA experience is a plus, as is proficiency in QuickBooks, Microsoft 365, Drake Tax, and Canopy client management software. Strong attention to detail and communication skills are essential for this role.

Required Qualifications

  • Tax preparation including 1099 and 1040
  • Tax planning
  • 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
  • Strong attention to detail
  • Willingness to learn
  • Strong communication skills

Desired Qualifications

  • Corporate, Estate and Trust tax preparation experience
  • QuickBooks, Microsoft 365, and Drake Tax experience
  • QuickBooks certification
  • Canopy client management software experience
  • Enrolled Agent or CPA

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