Tax Preparer/Bookkeeper Tax preparation including 1099 and 1040 Tax planning Corporate, Estate and Trust tax preparation experience a plus Client accounting using multiple versions of QuickBooks Prepare financial stateme…
Benefits: Paid time off Training & development 401(k) 401(k) matching Benefits/Perks Competitive Compensation Paid Time Off Career Growth Opportunities Job Summary We are seeking a motivated and outgoing Administrative A…
Skills: Tax Preparation, Tax Planning, QuickBooks, Microsoft 365, Drake Tax
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$20/hr–$30/hr
Part-time
professional certificate
Posted 12d ago
~40 hrs/week
Responsibilities
The role involves preparing individual and corporate tax returns, managing client accounting, and handling payroll and sales tax filings. You will also be responsible for preparing financial statements and maintaining client records using specialized software.
Requirements
Candidates should have experience with QuickBooks, Microsoft 365, and tax preparation software. Professional certifications such as CPA or Enrolled Agent are considered a plus.
Full job description
Tax Preparer/Bookkeeper
Tax preparation including 1099 and 1040
Tax planning
Corporate, Estate and Trust tax preparation experience a plus
Client accounting using multiple versions of QuickBooks
Prepare financial statements in Excel
Prepare payroll for clients on their normal schedule
Track and calculate adjustments to payroll additions and deductions
Prepare payroll tax returns and W-2’s
Prepare sales tax returns
QuickBooks, Microsoft 365, and Drake Tax experience a plus
QuickBooks certification a plus
Canopy client management software experience a plus
Enrolled Agent or CPA a plus
Strong attention to detail and willingness to learn
Serving clients with expert financial guidance and strategic insights that empower their growth and long-term success.
Industry
Financial Services
Company size
51-200 employees
Founded
2014
Headquarters
Elgin, Illinois
LinkedIn followers
83
Monotelo Advisors serves business owners and high-net-worth families who are in the accumulation phase or near retirement. Our tax and financial planning advice is designed to neutralize the primary enemy of wealth: the US tax code. Monotelo helps our clients order their affairs to minimize their short-term and lifetime tax liabilities through the use of charitable giving, deferred compensation, entity structuring, officer compensation, IRA conversion strategies and insurance planning when appropriate. Our objective: a financial plan that meets our clients' goals through the safe accumulation of their assets, the minimization of their lifetime tax burden and the optimal disbursement of their assets.
Offices: 2250 Point Blvd, Suite 230, Elgin, Illinois 60123, US · 260 Alton Rd, Carlinville, Illinois 62626, US · 112 S Macoupin St, Gillespie, Illinois 62033, US · 2508 Johnson St, West Brooklyn, Illinois 61378, US
Serving clients with expert financial guidance and strategic insights that empower their growth and long-term success.
Industry
Financial Services
Company size
51-200 employees
Founded
2014
Headquarters
Elgin, Illinois
LinkedIn followers
83
Monotelo Advisors serves business owners and high-net-worth families who are in the accumulation phase or near retirement. Our tax and financial planning advice is designed to neutralize the primary enemy of wealth: the US tax code. Monotelo helps our clients order their affairs to minimize their short-term and lifetime tax liabilities through the use of charitable giving, deferred compensation, entity structuring, officer compensation, IRA conversion strategies and insurance planning when appropriate. Our objective: a financial plan that meets our clients' goals through the safe accumulation of their assets, the minimization of their lifetime tax burden and the optimal disbursement of their assets.
Offices: 2250 Point Blvd, Suite 230, Elgin, Illinois 60123, US · 260 Alton Rd, Carlinville, Illinois 62626, US · 112 S Macoupin St, Gillespie, Illinois 62033, US · 2508 Johnson St, West Brooklyn, Illinois 61378, US