RemoteVA PH is hiring a Tax Filing/Bookkeeper responsible for maintaining accurate financial records and ensuring compliance with tax regulations. You will manage day-to-day bookkeeping tasks and support the overall financial health of our organization.
What You'll Do
- Maintain accurate and up-to-date financial records, including accounts payable, accounts receivable, and general ledger entries.
- Prepare and file tax returns in compliance with local, state, and federal regulations.
- Reconcile bank statements and monitor cash flow.
- Assist in the preparation of financial statements, reports, and budgets.
- Monitor and ensure compliance with tax laws and regulations.
- Respond to tax-related inquiries and coordinate with tax authorities as needed.
- Process payroll and ensure accurate and timely payment of employee salaries.
- Conduct regular audits to identify and resolve discrepancies in financial records.
- Collaborate with internal and external auditors to ensure accurate and timely completion of audits.
- Provide support during the annual budget process and assist with financial forecasting.
- Communicate effectively with clients, vendors, and team members to ensure clarity and accuracy in all financial transactions.
- Provide exceptional customer service by responding to client inquiries via email, phone, and chat.
- Manage client accounts through file management systems ensuring all documents are organized and readily available for tax filings.
- Assist clients in gathering necessary documents for tax preparation, bookkeeping, and other financial needs.
- Schedule and coordinate client meetings, including quarterly reviews, tax planning, and general consultations.
- Monitor the tax preparation pipeline and ensure clients submit required documents in a timely manner.
- Handle basic tasks related to bookkeeping, such as requesting access to financial systems, preparing journal entries, and assisting with 1099 management.
- Manage communications for tax projections, extensions, and the filing of returns.
- Support tax preparers by resolving client questions, monitoring notes, and ensuring all preparation stages are completed smoothly.
- Maintain confidentiality and security of all financial data.
What We're Looking For
- Bachelor’s degree in Accounting, Finance, or a related field.
- Minimum of 3 years of experience in bookkeeping, accounting, or tax preparation.
- Proficiency in accounting software such as QuickBooks, Xero, or similar tools.
- Strong understanding of local, state, and federal tax regulations.
- Excellent analytical and organizational skills.
- High attention to detail and accuracy.
- Strong ability to connect with people, understand their needs, and service them.
Technical Stack
- QuickBooks
- Xero
Team & Environment
You will work closely with the finance team.
RemoteVA PH is an equal opportunity employer.
