Tax and Accounting Assistant

Key Responsibilities

• Process payrolls, payroll liabilities, and complete federal/state payroll forms
• Perform monthly bookkeeping, including income/expense tracking, bill payments, bank reconciliations, and financial reporting
• Provide on-site bookkeeping for farm clients as needed
• Maintain monthly budgets and produce quarterly and year-end financial statements
• Aid customers using accounting software
• Track hours and invoice clients; monitor accounts receivable
• Assist with tax organizer distribution, pro-forma return creation, and information return (1099/W-2) processing
• Support tax accountants with farmland credits, depreciation schedules, and e-filing tasks
• Monitor e-file rejections, state-specific requirements, and ensure all client documents are properly filed and stored
• Assemble and invoice tax returns and upload all related documents to OnBase
• Answer phones, schedule appointments and meetings, and handle mail distribution
• Maintain client contact records in Microsoft CRM and Thomson Reuters platforms
• Aid with invoicing, payment receipting, supply ordering, and office file management

Qualifications

• High School Diploma or equivalent required
• Associate degree in Accounting, Business Administration, or related field preferred
• QuickBooks certification preferred
• 1–2 years of experience in accounting, bookkeeping, tax preparation, or payroll procedures preferred
• Strong attention to detail and organizational skills
• Proficient in QuickBooks and Microsoft Office Suite
• Ability to manage multiple tasks and deadlines
• Excellent communication and customer service skills