Tax Preparer/Executive Assistant

Overview Join our dynamic team as a Tax Preparer and Executive Assistant, where you will play a vital role in delivering exceptional financial and administrative support. This position offers an exciting opportunity to combine tax preparation expertise with executive\-level assistance, ensuring smooth operations and accurate financial processing. You will be empowered to utilize your knowledge of accounting software, tax regulations, and customer service skills to make a meaningful impact in a fast\-paced environment. If you thrive on organization, analysis, and helping clients navigate complex financial concepts, this role is perfect for you! Responsibilities Prepare individual and business tax returns accurately and efficiently, ensuring compliance with current tax laws and regulations Assist clients with tax planning strategies and provide guidance on financial decisions Manage bookkeeping tasks using accounting software such as QuickBooks to maintain precise financial records Support executive team with scheduling, correspondence, and administrative duties, including managing calendars, emails, CRM and coordinating meetings Handle customer inquiries with professionalism, delivering exceptional service and support Maintain detailed documentation of all tax\-related activities and administrative processes for audit readiness Skills Proven experience in tax preparation, public accounting, or corporate accounting environments Strong knowledge of accounting principles, financial concepts, and technical accounting standards Proficiency in accounting software such as QuickBooks or similar platforms Excellent analysis skills coupled with high accuracy in math and 10 key typing speed for data entry tasks Effective marketing skills to promote services or firm offerings when needed Customer service orientation with the ability to communicate complex financial information clearly Familiarity with bookkeeping practices, financial sales strategies, and sales techniques to support business growth Ability to multitask efficiently while maintaining attention to detail in fast\-paced settings This role offers a vibrant environment where your expertise will directly contribute to client success and operational excellence. We are committed to fostering a supportive workplace that values your skills and encourages professional growth! Pay: $18\.00 \- $25\.00 per hour Benefits: Flexible schedule Professional development assistance Retirement plan Education: High school or equivalent (Required) Experience: tax preparation: 1 year (Preferred) Accounting/bookkeeping: 1 year (Preferred) Work Location: Hybrid remote in Cleveland, TX 77328