Quickbooks Online Tax Assistant -
Quickbooks Online Tax Assistant -
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Job Description
Job Title: Quickbooks Online & Tax Assistant
Location: Remote (MST Time Zone)
Salary Range: up to 2500 USD
Work Schedule: Monday Friday 9:00 AM to 5:00 PM (MST)
NOTE: INDEPENDENT CONTRACTOR POSITION
Company Overview:
Sagan is an exclusive membership community for top executives founders and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and USbased businesses connecting candidates from vibrant regions like Latin America the Philippines India Pakistan Bangladesh and Africa with leading American companies. Discover a world of career possibilities with Sagan.
About the Company:
Sagan represents a boutique CPA firm that supports a variety of small business clients with yearround bookkeeping periodic cleanups and basic tax preparation. The team values accuracy proactivity and dependable support.
Position Overview:
Were looking for a Quickbooks Online & Tax Assistant whos confident in their skills and eager to take on a wellrounded role. Youll spend most of your time managing books in QuickBooks Online and supporting tax prep during busy seasons. The ideal candidate is detailoriented organized and comfortable juggling recurring work with special cleanup projects.
Key Responsibilities:
Bookkeeping 65:
- Manage monthly categorization of transactions for small business clients.
- Perform periodic cleanups and reconciliations 26 times/year).
- Flag inconsistencies in accounts or transactions across months/years.
- Use QuickBooks Online daily; exposure to Xero or QuickBooks Desktop is a plus.
Basic Tax Return Support 25:
- Compile and organize workpapers for business and individual returns.
- Input data into Lacerte and perform comparisons to prioryear returns.
- Flag missing or unusual items.
- Handle efile submissions and tracking.
- No tax knowledge required focus is on accuracy and organization.
Administrative Tasks 10:
- Send signature pages to clients.
- Pull timesheets and assist with internal payroll.
- Manage internal bookkeeping and send client invoices.
- Familiarity with TaxDome or project management tools is a bonus.
Qualifications:
- QBO Certified.
- 23 years of handson bookkeeping experience (CPA firm experience preferred).
- Strong attention to detail and ability to spot irregularities.
- Comfortable working independently and managing multiple clients.
NicetoHaves:
- Experience with Lacerte Xero or QuickBooks Desktop
- Prior exposure to tax prep environments
- Familiarity with TaxDome or similar tools
Please note: To ensure prompt processing of your application we kindly request that you submit your resume and an introductory video in English format.
Employment Type
Full Time
