Career Center

General Bookkeeping Responsibilities will include:

• Bookkeeping work within QuickBooks online
• Monthly bank account reconciliations
• Reaching out to clients for appropriate bank statements
• Assist with timely sales tax reporting
• Maintaining spreadsheets for tracking relevant state filings for business clients

General Tax Prep Responsibilities will include:

• Informing clients about our tax preparation process
• Collecting relevant financial records, including pay stubs and income statements
• Inputting data from financial records into tax return software and CRM
• Researching applicable federal, state and local tax law to assist with specific tax issues
• Communicating effectively with internal staff about client status
• Reviewing data independently
• Reaching out to clients who have incomplete tax files
• Completing other projects as assigned

QBO online ProAdvisor

Strong communication skills

Ability to Multi-task

Ability to work independently

About DW Agosto Tax Planning LLC

DW Agosto Tax Planning, LLC is a women owner firm founded in 2016 located in Chicago, IL and Maryville, TN. We focus on proactive tax planning and preparation for small businesses and individuals.

Connections working at DW Agosto Tax Planning LLC