We are looking for a detail-oriented Tax Preparer and Bookkeeper to support individual tax filings and day-to-day financial recordkeeping in Williamsburg, Virginia. This position is ideal for someone who can balance accurate tax return preparation with organized bookkeeping practices in a client-focused environment. The role requires strong familiarity with individual tax matters, dependable use of accounting software, and a commitment to maintaining precise financial data.<br><br>Responsibilities:<br>• Prepare and review individual income tax returns with a high level of accuracy and attention to deadlines.<br>• Maintain financial records by recording transactions, reconciling accounts, and keeping bookkeeping files up to date.<br>• Use QuickBooks to manage bookkeeping activities, organize account details, and support accurate reporting.<br>• Work with Lacerte Tax Software to complete tax filings and ensure information is properly entered and documented.<br>• Gather, verify, and organize client financial information needed for tax preparation and bookkeeping tasks.<br>• Identify inconsistencies in financial records and resolve issues to support complete and accurate reporting.<br>• Communicate with clients as needed to clarify tax documents, bookkeeping entries, and outstanding information.<br>• Support routine financial processes by maintaining organized documentation and following established accounting practices.
<p>We are seeking a senior-level tax professional with at least five years of hands-on experience preparing federal and state income tax returns, including partnerships, S corporations, trusts, and individuals. The ideal candidate should have strong knowledge of tax accounting, book-to-tax adjustments, fixed assets and depreciation, and experience preparing supporting tax workpapers and reconciliations. Advanced Excel skills and the ability to research and apply tax regulations are essential.</p><p>Responsibilities:</p><p>• Prepare federal and state income tax filings for business entities, trusts, and related individual taxpayers, along with complete supporting schedules and documentation.</p><p>• Manage recurring non-income tax obligations such as sales and use tax filings, personal property tax submissions, business license renewals, and unclaimed property reporting.</p><p>• Develop monthly tax accounting schedules for intercompany activity, including book-to-tax adjustments, required calculations, and supporting analyses.</p><p>• Examine and reconcile financial information by entity, general ledger account, and cost center to ensure accurate tax reporting.</p><p>• Record tax-related journal entries and maintain clear documentation supporting each adjustment.</p><p>• Organize tax workpapers and reconciliations in a thorough, review-ready format that supports internal and external examination.</p><p>• Provide support during tax audits and compliance reviews by assembling schedules, responding to requests, and supplying required documentation.</p><p>• Oversee fixed asset tax records, including additions, retirements, and depreciation calculations for all applicable entities.</p><p>• Monitor tax law developments and assess how federal, state, and local rule changes may affect the organization and related taxpayers.</p><p>• Evaluate filing responsibilities in multiple jurisdictions as operations grow, including income, payroll, sales, and use tax considerations.</p>