Bookkeeper

About the Role

Erlyn's Taxes offers a unique approach to tax preparation, emphasizing client understanding and year-round support. We foster a friendly and supportive team environment with opportunities for employee growth.

Key Responsibilities

• Complete Xero and Hubdoc certification prior to 90-day review.
• Greet clients in person or via phone.
• Interview clients to understand their financial situation.
• Review financial records to determine necessary tax forms.
• Research and respond to client tax questions accurately and promptly.
• Resolve client complaints or escalate to supervisor as needed.
• Audit tax return forms for accuracy and completeness, including client signatures.
• Comply with federal, state, and local financial legal requirements by studying legislation and advising management.
• Prepare special financial reports by collecting, analyzing, and summarizing account information and trends.
• Maintain client confidentiality.
• Accomplish the completion of quarterly reports by established deadlines.
• Summarize current financial status by collecting information and preparing balance sheets, profit and loss statements, and other reports.
• Substantiate financial transactions by auditing documents.
• Meet and review financial business progress with business clients.

Requirements & Tech Stack

• Complete Bookkeeping certification within 30 days.
• Prior Payroll experience of up to 2 years.
• High School Diploma.
• Proficient use of Microsoft programs.
• Exceptional Customer Service skills.
• Sign a Confidentiality Agreement.
• Typing speed of 50+ WPM.
• Proficient use of a computer, including troubleshooting.
• Bilingual in English and Spanish is a plus.
• Fast learner, able to work in a fast-paced environment and multitask.
• Not remote.

Qualifications

• Strong knowledge of payroll processes and regulations.
• Excellent attention to detail and accuracy in data entry.
• Familiarity with tax calculations and reporting requirements.
• Ability to reconcile general ledger accounts related to payroll.
• Knowledge of QuickBooks or other accounting software is a plus.
• Strong organizational and time management skills.
• Ability to maintain confidentiality of sensitive employee information.
• Maintain accounts current and up to date on collections.
• Provide business clients education.
• Maintain accounts updated on frequent payroll tax law changes on local, state, and federal levels.

Recommended

• Bachelor’s Degree in Accounting.

Schedule

• Day shift.
• Tuesday to Saturday, 10 am - 5 pm EST (off tax season).