Tax and Accounting Assistant

About the role

We're looking for a Tax & Accounting Assistant to support a variety of tax, bookkeeping, payroll, and administrative services for farm and agribusiness clients.

Responsibilities

• Process payrolls, payroll tax payments, and related federal and state filings.
• Perform monthly bookkeeping activities, including account reconciliations, bill payments, recording income and expenses, preparing financial reports, assisting with monthly budgeting and financial tracking, preparing monthly, quarterly, and annual financial statements, supporting clients utilizing accounting software solutions, and traveling to client locations to perform on-site bookkeeping services.
• Track bookkeeping hours and assist with invoicing and accounts receivable monitoring.
• Aid tax professionals by preparing and distributing tax organizers and tax preparation materials, creating tax return, 1099, and W-2 proformas, assisting with tax return preparation support, performing farmland credit calculations, depreciation schedules, electronically filing tax returns and informational returns with federal and state agencies, monitoring electronic filing statuses and resolving filing issues, tracking receipt of signed tax documents and required authorizations, assembling completed tax returns and preparing client invoices, uploading and maintaining electronic tax records and supporting documentation, and maintaining annual tax files and ensuring compliance with record retention procedures.
• Support the office by answering phone calls and assisting customers, scheduling appointments and meetings, preparing and distributing mail and correspondence, supporting meeting logistics and catering coordination, scanning, copying, and maintaining client files and documentation, ordering office supplies and maintaining inventory, processing customer payments and preparing invoices, maintaining customer and prospect information within CRM systems, generating and monitoring reports to ensure accurate and current data.

Qualifications

• High School Diploma or equivalent.
• Strong computer proficiency and ability to learn new systems and software.
• Associate degree in Accounting, Business Administration, or a related field preferred.
• QuickBooks Certification preferred.
• 1-2 years of experience with bookkeeping, payroll, tax preparation, or accounting-related responsibilities.
• Basic knowledge of accounting, payroll, and tax processes.