Job Details

100% paid benefits, 3% simple IRA match, ability to work from home as needed, GREAT culture! This Jobot Job is hosted by: Brittany Packard Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $60,000 - $70,000 per year A bit about us: About Us We are a multidisciplinary professional services firm dedicated to helping individuals, families, and businesses navigate complex legal, financial, and operational matters with confidence. Our team combines experience in business consulting, tax planning, accounting, estate planning, litigation support, and corporate advisory services to provide practical, results-driven solutions tailored to each client's unique needs. For decades, we have built lasting relationships by delivering personalized service, strategic guidance, and trusted expertise across a wide range of industries. Whether assisting business owners with growth and compliance, helping families protect their assets and plan for the future, or supporting clients through legal and financial challenges, our approach is centered on integrity, responsiveness, and long-term success. We believe the best solutions come from understanding the full picture. By integrating legal insight with financial and operational experience, we provide comprehensive support that helps clients make informed decisions and move forward with clarity. Our commitment is simple: deliver professional guidance, personalized attention, and dependable service that clients can rely on at every stage of life and business. Why join us? 100% paid benefits 3% simple IRA match ability to work from home hands on mentorship and growth opportunities as the firm grows YOU grow! Job Details A well-established professional services firm is seeking a detail-oriented Client Bookkeeper / Tax Associate to join our close-knit and collaborative team. This position offers the opportunity to work directly with business clients on a variety of accounting, bookkeeping, tax, and financial review functions in a relaxed and supportive office environment. The ideal candidate will have experience with bookkeeping, financial statement preparation, account reconciliations, and assisting with tax return preparation for individuals and businesses. This role is best suited for someone who enjoys working with clients, maintaining organized financial records, and supporting accounting and forensic review projects. Responsibilities: Manage bookkeeping and accounting functions for multiple business clients Review, clean up, and maintain client records in QuickBooks Prepare and post adjusting journal entries and trial balances Assist with financial statement analysis and accounting reviews Support business valuation and forensic accounting projects Prepare exhibits and supporting documentation for forensic reviews and legal matters Assist with preparation of individual and business tax returns, including returns related to divorce and other financial proceedings Reconcile accounts and ensure accuracy of financial reporting Maintain organized client documentation and provide responsive client support Qualifications: Experience in bookkeeping, accounting, or tax preparation Proficiency with QuickBooks preferred Understanding of journal entries, reconciliations, and financial statements Strong attention to detail and organizational skills Ability to manage multiple client accounts and deadlines Professional communication skills and client-focused mindset Associate's or Bachelor's degree in Accounting, Finance, or related field preferred Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. 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