Entry Level Tax Associate/Bookkeeper

Job description
We are looking for a candidate that can be an Entry Level Tax
Associate/Bookkeeper for our Tax, Accounting & Consulting firm. The right
candidate will have the ability to adapt to the dynamics of daily changing
activities, a skilled multi-tasker, is reliable, has a strong work ethic and is
committed to consistently meeting deadlines.

The following job duties (not in their entirety) would be:
 Recording and verifying financial transactions
 Prepare Business and individual tax returns
 Assist with client communication via phone, email, texting, & social media
and meeting various filing deadlines throughout the year
 Assist with collecting clients information, data entry, and processing
client’s information utilizing various softwares including CRM,
QuickBooks Desktop and QuickBooks Online programs
 Assist with collecting and processing clients Income Tax Documents;
 Meetings/calls with clients to collect or process information necessary to
complete projects/engagements
 Excellent verbal & written communication skills;
 Maintain client confidentiality;
 Excellent organizational skills;

Additional Compensation:
 Commission
 Bonuses

Financial Duties:
 Expense reports
 Processing payments
 Billing
 Payroll
 Purchasing

Setting:
 Office
Team Environment:

 Working alone and with a team

Benefits:
 Flexible schedule
 Professional development assistance

Working days:
 Monday
 Tuesday
 Wednesday
 Thursday
 Friday
 Saturday As Need per deadlines

Typical end time:
 5 PM

Typical start time:
 9 AM

This Job Is Ideal for Someone Who Is:
 Dependable -- more reliable than spontaneous
 Adaptable/flexible -- enjoys doing work that requires frequent shifts in
direction
 People-oriented -- enjoys interacting with people and working on group
projects
 Detail-oriented -- would rather focus on the details of work than the
bigger picture
 Achievement-oriented -- enjoys taking on challenges, even if they might
fail
 Innovative -- prefers working in unconventional ways or on tasks that
require creativity
 High stress tolerance -- thrives in a high-pressure environment

Job Types: Full-time, Part-time

Salary: Salary commensurate with experience

To apply, send resume to Norman Wierer, nwierer@sourceteaminc.com