10/28/2025
🦾 Job Description: Bookkeeper & Tax Preparer Support
📍 Location: Burnet, Texas
🕒 Employment Type: Part-time with potential to go full-time
💼 Department: Client Bookkeeping & Tax Services
🔍 About Us
We’re a boutique bookkeeping and tax preparation firm dedicated to helping small businesses thrive. Our clients range from solo entrepreneurs to growing startups, and we pride ourselves on delivering personalized, accurate, and timely financial support. We’re looking for a dependable and detail-oriented Bookkeeper & Tax Preparer Support professional to join our team and help us keep our clients financially organized and tax-ready year-round.
🥮 Key Responsibilities
Bookkeeping
• Maintain accurate financial records for multiple small business clients
• Record transactions, reconcile bank and credit card accounts
• Manage accounts payable and receivable
• Prepare monthly financial statements and reports
• Assist with payroll processing and quarterly filings
• Ensure compliance with client-specific accounting procedures
Tax Preparer Support
• Organize and review client tax documents for completeness
• Input tax data into Drake preparation software
• Communicate with clients to resolve missing or unclear information
• Assist with preparation of individual and business tax returns under supervision
• Track deadlines and support timely filing of returns
• Maintain confidentiality and adhere to IRS and state regulations
✅ Qualifications
• Associate’s degree in Accounting or related field (Bachelor’s preferred)
• 2+ years of experience in bookkeeping or tax support, preferably in a firm setting
• Proficiency in QuickBooks Online and Microsoft Excel
• Familiarity with Drake Software and TaxDome
• Strong organizational and time management skills
• Excellent communication and client service abilities
• Ability to manage multiple client accounts with accuracy and discretion
🌟 Bonus Skills
• Experience working with small business clients across industries
• Knowledge of sales tax and payroll tax filings
🎯 What We Offer
• Competitive pay based on experience
• Flexible work schedule with a transition from onsite training to remote work
• Supportive team environment with growth opportunities
• Exposure to a variety of small business industries
• Professional development and training including remote work best practices and tools
• Looking for long term opportunity as the firm grows
