Tax Senior – Bookkeeping

About the role

We are seeking a Tax Senior with strong bookkeeping expertise to support small and mid‑sized business clients. You will work closely with the tax team, ensuring accurate financial records and timely reporting while delivering exceptional client service.

Key responsibilities

• Prepare and review monthly, quarterly, and annual financial statements for client businesses.
• Reconcile bank statements and balance‑sheet accounts accurately and on schedule.
• Enter adjusting journal entries and manage accounts payable and receivable.
• Clean up client accounts to ready them for tax return preparation.
• Generate financial reports for clients and the tax preparation team.
• Onboard new clients and set up bookkeeping systems in QuickBooks Online.
• Assist the tax team with year‑end reporting, including 1099 preparation.
• Participate in special projects and continuous learning opportunities.

Required profile

• Bachelor’s degree in Accounting, Finance, or a related field.
• Minimum 3 years of bookkeeping or accounting experience, preferably with U.S. clients.
• Ability to work both independently and collaboratively within a team.
• Strong client‑service orientation.

Required skills

• Proficiency with QuickBooks Online.
• Advanced Microsoft Excel skills.
• Familiarity with Microsoft Outlook and Word.