Home Town Recruiting

Bookkeeper / Tax Preparation Professional

In-Office | Direct-Hire Opportunity

Hometown Recruiting is assisting an employer seeking an experienced Bookkeeper and Tax Preparation Professional who combines financial accuracy with exceptional client service.

This opportunity is ideal for someone who enjoys managing the financial details for multiple clients, building trusted relationships, and helping individuals and businesses feel confident that their records and tax documents are being handled carefully.

The right candidate will have experience supporting at least 10 clients simultaneously, proficiency with QuickBooks Online, and the organization to manage competing priorities without sacrificing accuracy or responsiveness.

What Makes This Opportunity Different

Great bookkeeping is about more than entering transactions and reconciling accounts. Clients depend on their bookkeeping professional to be accurate, responsive, organized, and willing to help them understand what is needed.

In this position, you will combine technical knowledge with personal service. You will have the opportunity to become a trusted resource to clients while working as part of an in-office team that values accuracy, communication, and reliable follow-through.

The Impact You’ll Make

Your work will help clients maintain organized financial records, prepare for tax deadlines, and receive timely answers to their questions.

Success in this role means producing accurate work, keeping client accounts and documentation current, anticipating upcoming needs, and creating a professional experience that gives every client confidence in the support they receive.

What You’ll DoBookkeeping and Account Management

• Manage bookkeeping responsibilities for a portfolio of 10 or more clients

• Maintain accurate and current financial records in QuickBooks Online

• Categorize transactions and review account activity for accuracy

• Reconcile bank, credit card, and other financial accounts

• Prepare and review financial reports

• Process or support accounts payable and accounts receivable activities

• Identify missing information, discrepancies, and unusual transactions

• Communicate with clients to obtain documents and resolve outstanding questions

• Maintain organized supporting documentation and client records

• Complete recurring bookkeeping responsibilities according to established deadlines

Tax Preparation Support

• Gather, organize, and review documents needed for tax preparation

• Prepare tax returns based on the candidate’s experience and assigned responsibilities

• Review client information for completeness and accuracy

• Identify missing documentation and follow up with clients promptly

• Enter tax information accurately into the appropriate software

• Maintain organized workpapers and supporting records

• Track filing deadlines and the status of client returns

• Protect confidential tax, financial, and personal information

• Support clients and the team during tax season and other deadline-driven periods

Client Service

• Serve as a professional and responsive point of contact for assigned clients

• Explain document requests and bookkeeping needs in clear, approachable language

• Provide timely updates regarding outstanding items, deadlines, and next steps

• Respond to client questions with patience and professionalism

• Follow through on commitments and communicate proactively when additional information is needed

• Build trust by delivering consistent, accurate, and dependable service

• Ensure clients feel acknowledged, informed, and supported

What Will Help You Succeed

• Professional experience providing bookkeeping services to multiple clients

• Demonstrated ability to manage a portfolio of at least 10 clients simultaneously

• Experience preparing tax returns or providing substantial tax-preparation support

• Proficiency with QuickBooks Online

• Knowledge of bookkeeping principles, account reconciliation, and financial recordkeeping

• Strong attention to detail and commitment to accuracy

• Ability to organize documents and manage recurring deadlines

• Confidence identifying discrepancies and asking appropriate follow-up questions

• Excellent written and verbal communication skills

• Strong customer-service mindset

• Ability to protect confidential financial and personal information

• Comfort working independently while contributing to an in-office team

• Ability to remain organized and composed during tax season and other high-volume periods

You May Be a Strong Fit If You…

• Enjoy developing long-term relationships with clients

• Can move between multiple client accounts without losing track of important details

• Take pride in producing complete, accurate, and well-documented work

• Communicate early when information is missing or a deadline may be at risk

• Are comfortable asking questions and explaining financial requests clearly

• Understand that responsiveness is an important part of excellent client service

• Prefer an in-office environment where team members can communicate and collaborate directly

• Want your technical knowledge and client-service skills to be equally valued

Position Details

• Work arrangement: In office

• Employment relationship: Direct hire with Hometown Recruiting’s client

• Client portfolio: Experience supporting at least 10 clients is required

• Technology requirement: QuickBooks Online experience is required

• Primary focus: Bookkeeping, tax preparation, accuracy, and client service

• Hiring relationship: Hometown Recruiting is assisting the employer with its search

Ready to Explore the Opportunity?

Your technical experience matters, but so does the way you support clients. Hometown Recruiting wants to learn how you manage competing deadlines, maintain accuracy, communicate with clients, and approach your work during busy seasons.

If you are an experienced bookkeeping and tax preparation professional who values attention to detail, responsive service, and dependable follow-through, we encourage you to apply.

Apply today and introduce yourself to Hometown Recruiting. All inquiries will be handled confidentially, and there is never a fee for candidates.