QuickBooks Specialist (Tax Preparation Support)

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.