Bookkeeping and Tax Assistant

Job Summary:
We need a detail-oriented Tax Preparation Virtual Assistant to support the preparation of individual and small business tax returns. You'll review client tax documents, enter information accurately into tax software, identify missing items, and prepare returns for final review before filing. The right fit has prior U.S. tax preparation experience, speaks up clearly when something looks off, and is comfortable researching tax questions independently.

Key Responsibilities:

• Prepare individual (1040) and small business tax returns for final review before filing
• Review incoming client tax documents for completeness and accuracy
• Enter tax data accurately into Intuit ProConnect Tax Online
• Spot and flag missing documents, forms, or information needed to complete a return
• Prepare returns involving Schedule C businesses, S corporations (1120S), and K-1s
• Handle multi-state return preparation where applicable
• Apply depreciation schedules and basic bookkeeping concepts to return preparation
• Research tax questions as they come up and escalate anything unclear
• Speak up promptly when figures, documents, or client information don't look right
• Keep records organized and support the workflow through to final review

Mandatory Skills:

• Prior U.S. tax preparation experience
• Working knowledge of individual (1040) and small business return preparation
• Comfortable reviewing tax documents and entering data with a high degree of accuracy
• Understanding of basic bookkeeping concepts
• Ability to research tax questions and work through unfamiliar issues
• Consistent, detail-focused, and able to self-manage
• Strong communication skills, especially in raising discrepancies early
• Willingness to learn and adapt to established review processes

Preferred Skills:

• Hands-on experience with Intuit ProConnect Tax Online
• Experience with Schedule C businesses, S corporations and 1120S filings
• Experience preparing and interpreting K-1s
• Multi-state return experience
• Familiarity with depreciation schedules and fixed asset tracking
• Experience supporting a CPA, EA, or tax practice
• Ability to handle multiple returns at once during peak periods

Why Join Us:
This is an excellent opportunity to work closely with an experienced tax professional and deepen your U.S. tax knowledge across a varied mix of individual and business returns. You'll have a clear review structure supporting your work, room to expand your responsibilities over time, and a collaborative environment where questions are welcome.