QuickBooks Specialist (Tax Preparation Support)

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TYPE OF WORK

Any

SALARY

TBD

HOURS PER WEEK

TBD

DATE UPDATED

Feb 5, 2025

JOB OVERVIEW

About the Role:
I need a meticulous QuickBooks Specialist to reconcile and organize my financial records, ensuring they’re accurate, up-to-date, and ready for my CPA to file taxes. This role is ideal for someone with a strong background in bookkeeping and a passion for precision.

What You’ll Do:

• Reconcile bank accounts, credit cards, and expense accounts in QuickBooks Online/Desktop.
• Categorize transactions accurately and resolve discrepancies.
• Generate clean financial reports (P&L, Balance Sheet) for tax preparation.
• Collaborate with my CPA to clarify/book adjustments as needed.
• Maintain organized records and ensure compliance with tax deadlines.

Ideal Candidate:

Proven experience with QuickBooks (certification a plus, but not required).
Basic understanding of tax preparation workflows (experience working with CPAs is preferred).
Sharp attention to detail—no errors allowed!
Strong English communication skills (to coordinate with me and my CPA).
Reliable, discreet, and able to meet deadlines.

Compensation:

• Competitive hourly/project-based rate (negotiable based on experience).
• Opportunity for recurring work post-tax season (if performance is strong).

How to Apply:

Send your resume and a brief cover letter answering:

• Your experience with QuickBooks reconciliation (include years/industries).
• Describe a time you caught a critical error in financial records.
• Your availability for tax season deadlines.

Optional but appreciated: Share a screenshot (blurred for privacy) of a QuickBooks report you’ve prepared.

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