Peak 10 Group

Tax & Accounting Systems Specialist

Please login or register as jobseeker to apply for this job.

: TYPE OF WORK

Part Time

: SALARY

$6-$7/hour

: HOURS PER WEEK

TBD

: DATE UPDATED

Jan 31, 2026

JOB OVERVIEW

We are a fast-growing bookkeeping and tax services firm supporting small businesses and entrepreneurs. We use best-in-class systems to deliver organized, compliant, and stress-free financial operations for our clients. We are now hiring a Tax & Accounting Systems Specialist to help manage, maintain, and optimize our core platforms.

This role is for someone who lives inside the software and understands how tax, accounting, and workflow systems connect.

What You’ll Do

Tax & Client Workflow

Prepare and process returns using TaxAct

Manage client pipelines, tasks, signatures, and organizers in TaxDome

Send engagement letters, invoices, and reminders through TaxDome

Track deadlines and ensure returns move smoothly from intake to e-file

Accounting & Financial Systems

Maintain accurate books in QuickBooks Online

Review and clean up general ledgers

Reconcile bank and credit card accounts

Prepare monthly financial reports for clients

ERP & Advanced Accounting (NetSuite)

Work with NetSuite for higher-volume or multi-entity clients

Support journal entries, reporting, and integrations

Ensure consistency between NetSuite and QuickBooks where applicable

Process & Automation

Build efficient workflows across all systems

Identify gaps, errors, or inefficiencies

Create standard operating procedures (SOPs)

Improve turnaround time and accuracy

What We’re Looking For

Required Experience

Hands-on experience with TaxAct

Strong working knowledge of TaxDome

Advanced skills in QuickBooks Online

Working experience with NetSuite

Understanding of tax workflows, bookkeeping, and compliance

You Are

Extremely organized and detail-driven

Tech-savvy and quick to learn new systems

Comfortable working independently

Proactive and solution-focused

Clear communicator with clients and internal teams

Nice to Have

Prior work with CPA firms, tax offices, or bookkeeping agencies

Experience creating SOPs or system automations

Multi-client or agency background

SKILL REQUIREMENT

Quickbooks NetSuite CRM Tax Preparation

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Job Post	Reporter	Rank	Reason	Date

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Peak 10 Group

Tax & Accounting Systems Specialist

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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