Bookkeeper CPA For JMAX Tax

Job Title: Tax Preparation & Bookkeeping Specialist

Type: Full-time, remote

Working Hours: Monday to Friday, 9 AM - 5 PM EST

Compensation: $1,500–$1,800/month

About The Company

Our Company is a professional accounting and tax services firm based in Guttenberg, New Jersey, USA. They focus on helping individuals and small business owners with personalized financial support, including tax preparation and planning, bookkeeping, business consulting, financial analysis, IRS representation, payroll services, and other accounting services tailored to clients’ specific needs. The firm emphasizes a client‑focused, low‑pressure approach and offers tailored advice to help clients make smart financial decisions and meet their compliance requirements.

Position Overview

We are seeking a multi-skilled Tax Preparation & Bookkeeping Specialist to join our growing accounting firm. This is a full-time remote position supporting tax season operations and year-round bookkeeping needs. The ideal candidate will be proactive, autonomous, and capable of handling both bookkeeping and tax work, with flexibility to support special projects such as quarterly sales tax reports and annual client licensing. This role is critical to supporting growth and scalability within the firm.

Key Responsibilities

• Tax Preparation: Prepare and file tax returns for small to mid-sized business clients using Pro Series software. Support amendments and ongoing tax work throughout the year.
• Bookkeeping: Manage general ledger entries, reconciliations, month-end close procedures, and special projects as needed. Proficiency in QuickBooks Online and Desktop is required.
• Client Support: Assist with personal and business client tax questions, filings, and bookkeeping inquiries. Maintain professional relationships with clients.
• Accounting Work: Support with general accounting tasks and operational improvements. Flexibility to handle ad hoc accounting projects.
• Team Scalability: Contribute to firm growth by supporting a team currently managing 40 business clients, 300 personal tax clients during season, and 50 additional business tax clients.
  
  

• Experience: 5+ years in tax preparation and bookkeeping, preferably with US-based companies and US clients.
• Software Proficiency: Strong experience with Pro Series software and QuickBooks Online/Desktop.
• Language Skills: Spanish-speaking preferred but not required. Fluent English (written and verbal) is required.
• Certification: CPA preferred but not required.
• Independent & Flexible: Ability to work autonomously, take initiative, and adapt to shifting priorities. Self-directed problem-solving is essential.
• Attention to Detail: High accuracy in financial data entry, reconciliations, and tax preparation.
• Client-Facing Skills: Strong customer service skills and professional attitude are as important as technical expertise.