Tax Preparer Job Description Template

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Tax Accountant Job Description Template

A tax accountant plays a vital role in assisting individuals and businesses with navigating the complexities of tax laws and ensuring compliance while also helping to identify opportunities for tax savings and reducing tax liabilities. This position requires proficiency in tax preparation, tax planning, and a deep understanding of tax-related strategies to support financial reporting and maintain adherence to IRS and other regulatory standards. Tax accountants often work with clients on preparing tax returns, handling audits, and implementing tailored tax strategies to optimize their financial outcomes.

A well-rounded tax accountant will also be proficient in soft skills including communication and interpersonal skills, problem-solving skills, and presentation skills.

Use this tax accountant job description template to attract highly qualified candidates who are proficient in tax preparation and skilled with tools such as QuickBooks and Excel. Consider hiring through Upwork, where you can find experienced professionals available for both full-time and freelance opportunities.

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Job Overview

We are looking for an experienced and detail-oriented tax accountant to oversee tax preparation and financial reporting for our clients. The ideal candidate will have a thorough understanding of tax laws, financial statements, and various accounting software. This role will focus on working with individuals and small businesses to help them optimize their tax strategies. Strong analytical skills, organizational skills, and the ability to interpret tax regulations accurately are essential.

The tax accountant will prepare income tax returns, conduct in-depth tax research, and provide actionable guidance on potential tax savings strategies. The role also requires strong verbal communication skills and a client-centered approach to ensure accurate, transparent communication about tax payments, liabilities, and deductions.

Key Responsibilities

As a tax accountant, you will:

Prepare tax returns. Complete and file income tax returns for individual and business clients, ensuring compliance with IRS regulations and accuracy in reporting.
Conduct tax research. Stay up to date with tax laws and evolving tax regulations to provide informed, accurate advice to clients.
Develop tax strategies. Identify and implement tax strategies that minimize tax liabilities and maximize tax savings.
Perform audits. Assist clients in audit preparation, working directly with tax authorities to address and resolve tax-related discrepancies or issues.
Manage tax planning. Advise clients on effective tax planning for upcoming tax years to ensure financial readiness and efficient tax payments.
Use accounting software. Employ tools like QuickBooks, Excel, and other accounting software to manage, organize, and analyze financial records and transactions.
Analyze financial statements. Review and assess financial statements for deductions, credits, and tax liabilities to create well-rounded tax reports.
Maintain client tax files. Keep client tax files well-organized and updated, ensuring that all financial information is accurate and readily accessible.
Prepare tax reports. Generate tax reports for client review, providing detailed insights into their tax compliance and planning outlook.

Qualifications and Skills

To be considered for the role of tax accountant, candidates should have:

Education. A bachelor’s degree in accounting, finance, or a related field. Additional qualifications, such as a CPA or master’s degree, are highly valued.
Experience. Three to five years of experience in tax accounting, tax preparation, or a similar role, with a proven track record of managing tax responsibilities.
Certification. A certified public accountant (CPA) license or an equivalent tax accountant certification is preferred.
Analytical skills. Strong analytical skills for evaluating financial records and identifying strategic tax-saving opportunities.
Time management. Effective time management skills to prioritize multiple clients, manage deadlines, and meet tax filing dates.
Knowledge of tax regulations. In-depth understanding of tax laws, IRS regulations, and compliance requirements to ensure accuracy and avoid potential issues.
Communication skills. Excellent verbal communication skills to facilitate clear discussions with clients and explain tax strategies effectively.
Software proficiency. Familiarity with Excel, QuickBooks, and other accounting software commonly used in tax preparation.
Organizational skills. Strong organizational skills for managing client files, tracking financial statements, and overseeing client data securely.

About Our Company

[Company Name] is dedicated to providing accurate and dependable tax accounting services, supporting both individuals and businesses in achieving financial stability and growth. Our team is committed to excellence in tax compliance and tax planning and focuses on delivering client-centered service. We foster a collaborative, supportive work environment where accuracy, attention to detail, and proactive financial advice are our guiding principles. By joining us, you will be part of a team that values integrity, diligence, and exceptional service in meeting clients’ tax needs.

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What does a tax accountant do?

A tax accountant specializes in preparing and filing tax returns for individuals, businesses, and larger organizations. Their primary responsibility is to ensure clients remain compliant with IRS and state regulations while identifying tax savings opportunities to reduce tax liabilities. Tax accountants stay current with tax laws and advise clients on effective tax planning and tax strategies that align with their financial goals.

Tax accountants also play a critical role in financial reporting by analyzing financial statements and maintaining accurate financial records. Their expertise includes using accounting software like QuickBooks and Excel to manage client data, prepare tax reports, and track tax payments. Additionally, they provide support during audits, helping clients address any discrepancies or issues with tax authorities.

Tax accountant duties and responsibilities

A tax accountant is responsible for various tasks centered on ensuring clients meet tax obligations while maximizing their financial potential. Key duties include:

Preparing tax returns. Accurately complete and file income tax returns in compliance with IRS standards.
Conducting tax research. Stay informed on current tax laws and new tax regulations to provide accurate client guidance.
Developing tax strategies. Create tax strategies that reduce tax burdens and promote tax savings.
Handling audits. Prepare clients for audits and address any tax-related questions or concerns.
Managing financial records. Maintain up-to-date financial records to support timely and accurate tax preparation.
Analyzing financial information. Assess financial statements to determine deductions, and credits, and assess tax liabilities.
Utilizing accounting software. Use tools like QuickBooks, Excel, and other software for efficient tax management.
Creating tax reports. Prepare and present tax reports to clients and stakeholders, offering insights into their tax compliance.
Maintaining client communication. Regularly update clients on tax processes, key decisions, and changes in tax laws.

How to write a tax accountant job description

Writing a thorough and clear tax accountant job description helps you attract qualified candidates who understand tax laws and have the skills to handle complex tax situations. Follow these steps:

Use a clear job title. List "Tax Accountant" prominently to ensure the position is easily identifiable.
Provide an overview. Describe the role’s key functions, emphasizing tax preparation, tax planning, and client support.
List key responsibilities. Highlight essential day-to-day duties, such as preparing tax returns and tax forms, conducting tax research, and maintaining financial records.
Specify qualifications. Include essential qualifications like a bachelor’s degree, CPA certification, and proficiency in accounting software.
Add company information. Provide details about your company’s values, client focus, and work environment to attract candidates aligned with your mission.

FAQ about tax accountants

1. What is the typical tax accountant salary?

The tax accountant salary can vary based on experience, industry, and location, generally ranging from $72,000 to $115,000 annually in the U.S., according to Glassdoor. Certified public accountants (CPAs) or those with specialized experience in certain industries may command higher salaries.

2. What qualifications are needed for a tax accountant?

A tax accountant generally holds a bachelor’s degree in accounting, finance, or a related field. Many tax accountants obtain a CPA certification or similar credentials to enhance their qualifications and career opportunities.

3. What skills are important for a tax accountant?

Key skills for a tax accountant include strong analytical skills, proficiency with accounting software (such as QuickBooks and Excel), thorough knowledge of tax regulations, and excellent time management. Communication skills are essential for client interaction and explaining tax strategies effectively.

4. How does a tax accountant support businesses?

A tax accountant supports businesses by ensuring compliance with tax regulations, reducing tax liabilities, and identifying tax savings opportunities. They provide essential services like tax preparation, financial reporting, and tax planning to support overall business growth and stability.

5. What is the difference between a tax accountant and a tax manager?

While both roles involve tax compliance and tax preparation, a tax manager typically has a supervisory role, overseeing tax accountants and developing more comprehensive tax strategies. Tax managers often handle more complex situations and lead tax initiatives within the organization as well.

Hire tax accountants on Upwork

Looking to hire an experienced tax accountant to support your tax and financial needs? Post a job on Upwork to connect with skilled tax accountants who specialize in tax preparation, tax planning, and financial reporting. Begin your search on Upwork today to find the right tax professional to assist with your individual or business tax goals.

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$12 hourly
Jenifer M.
- 4.9
- (31 jobs)
Baguio, BENGUET
Tax Preparation
Ecommerce
Xero
MYOB Administration
Google Docs
Bookkeeping
Balance Sheet
Intuit QuickBooks
Microsoft Excel
Bank Reconciliation
Account Reconciliation
Data Entry
Accounting
Financial Report

Be stress free from worries of financial. You can focus more on growing your own business and increasing your sales! I am a dedicated Accountant with 8 years of experience. I always pay extra attention to the details of working paper and focus on accuracy as well as an excellent presentation for reviewers. Self-review skill is my key attribute for performing every task. Having achieved many goals in my accounting, tax and internal auditing services career, I am interested in expanding my professional horizons in these fields. I would enjoy having the opportunity to talk with you about your financial needs, and how I could use my extensive knowledge, skills and experience to benefit your organization. I am experienced in following areas: *Bookkeeping for Companies/Trusts and Individuals using Xero, QuickBooks, Zoho and MYOB *Maintain an accurate record of financial transactions *Preparing Bank, GST and Payroll reconciliations *Carry out daily accounting activities such as reconciliation of receivable and payable, bank reconciliations, payroll processing etc. *Preparing Monthly Accounts/ Dashboards as per client requirements *Preparing Financial Reports and Tax Returns of Companies/ Trusts and Individuals *Gathering information and prepare working papers for tax audits. I'm absolutely friendly and creative! I love reading magazines, cooking and watching shows related to fashion, travels and lifestyle.
$75 hourly
Deepali G.
- 5.0
- (6 jobs)
Brampton, ON
Tax Preparation
Tax Strategy
Book Review
Financial Report
Accounting
Bank Reconciliation
Financial Audit
Internal Control
Intuit QuickBooks
Microsoft Excel

Extensive professional auditing and financial booking keeping knowledge in various industries namely FMCG, Real estate, Services, Information technology, Insurance and Manufacturing by gaining valuable experience from auditing industry in Big 4. A Self-motivated individual committed to the execution of accurate and timely financial reporting. Areas of expertise include:  International Financial Reporting Standards (IFRS)  Internal financial control testing and implementation  Auditing Standards (IAS)  Advanced MS Excel (Vlookup, Pivot tables etc.)  Project management skills  Audit software methodology tools
$220 hourly
Aleksandr M.
- 5.0
- (63 jobs)
Los Angeles, CA
Tax Preparation
IRS Income Tax Audits
IRS Resolution
Financial Analysis
Financial Modeling
International Taxation
Tax Law

Experienced tax expert with 7+ years of experience in US tax preparation, tax strategy, tax optimization. I've experience of working for big multi-million corporations as well as well as solving complex tax issues of individual taxation. During my working experience I've also represented my clients before the IRS for audits and other taxation issues. As an IRS Enrolled Agent I have unlimited representation rights similar to attorneys and CPAs. This means I'm unrestricted as to which taxpayers I can represent, what types of tax matters I can handle, and which IRS offices I can represent clients before. Besides the US taxation, I've also worked as a CFO for a big hospitality chain. During that period I've developed together with my team an entire financial ecosystem including all the processes and workflows. I'll be happy to help you with any complex issue you may have.

$12 hourly
Jenifer M.
- 4.9
- (31 jobs)
Baguio, BENGUET
Tax Preparation
Ecommerce
Xero
MYOB Administration
Google Docs
Bookkeeping
Balance Sheet
Intuit QuickBooks
Microsoft Excel
Bank Reconciliation
Account Reconciliation
Data Entry
Accounting
Financial Report

Be stress free from worries of financial. You can focus more on growing your own business and increasing your sales! I am a dedicated Accountant with 8 years of experience. I always pay extra attention to the details of working paper and focus on accuracy as well as an excellent presentation for reviewers. Self-review skill is my key attribute for performing every task. Having achieved many goals in my accounting, tax and internal auditing services career, I am interested in expanding my professional horizons in these fields. I would enjoy having the opportunity to talk with you about your financial needs, and how I could use my extensive knowledge, skills and experience to benefit your organization. I am experienced in following areas: *Bookkeeping for Companies/Trusts and Individuals using Xero, QuickBooks, Zoho and MYOB *Maintain an accurate record of financial transactions *Preparing Bank, GST and Payroll reconciliations *Carry out daily accounting activities such as reconciliation of receivable and payable, bank reconciliations, payroll processing etc. *Preparing Monthly Accounts/ Dashboards as per client requirements *Preparing Financial Reports and Tax Returns of Companies/ Trusts and Individuals *Gathering information and prepare working papers for tax audits. I'm absolutely friendly and creative! I love reading magazines, cooking and watching shows related to fashion, travels and lifestyle.
$75 hourly
Deepali G.
- 5.0
- (6 jobs)
Brampton, ON
Tax Preparation
Tax Strategy
Book Review
Financial Report
Accounting
Bank Reconciliation
Financial Audit
Internal Control
Intuit QuickBooks
Microsoft Excel

Extensive professional auditing and financial booking keeping knowledge in various industries namely FMCG, Real estate, Services, Information technology, Insurance and Manufacturing by gaining valuable experience from auditing industry in Big 4. A Self-motivated individual committed to the execution of accurate and timely financial reporting. Areas of expertise include:  International Financial Reporting Standards (IFRS)  Internal financial control testing and implementation  Auditing Standards (IAS)  Advanced MS Excel (Vlookup, Pivot tables etc.)  Project management skills  Audit software methodology tools
$220 hourly
Aleksandr M.
- 5.0
- (63 jobs)
Los Angeles, CA
Tax Preparation
IRS Income Tax Audits
IRS Resolution
Financial Analysis
Financial Modeling
International Taxation
Tax Law

Experienced tax expert with 7+ years of experience in US tax preparation, tax strategy, tax optimization. I've experience of working for big multi-million corporations as well as well as solving complex tax issues of individual taxation. During my working experience I've also represented my clients before the IRS for audits and other taxation issues. As an IRS Enrolled Agent I have unlimited representation rights similar to attorneys and CPAs. This means I'm unrestricted as to which taxpayers I can represent, what types of tax matters I can handle, and which IRS offices I can represent clients before. Besides the US taxation, I've also worked as a CFO for a big hospitality chain. During that period I've developed together with my team an entire financial ecosystem including all the processes and workflows. I'll be happy to help you with any complex issue you may have.
$75 hourly
Shelby G.
- 5.0
- (32 jobs)
Clarksville, TN
Tax Preparation
Asset Management
Capital Expenditure
Buildium
QuickBooks Online
Accounts Receivable Management
Real Estate
Account Reconciliation
Microsoft Excel
Accounts Payable
Bookkeeping

I help real estate investors and service-based business owners clean up messy books, stay organized, and get accurate financials they can actually trust—without the stress. With 12+ years of accounting experience, I specialize in simplifying bookkeeping and creating clear, reliable systems that make month-end and tax season easier. Whether you need a clean-up, catch-up, or ongoing support, I keep the process straightforward and easy to understand—no confusion, no overwhelm. I have extensive experience working with real estate investors, including rentals, flips, and multi-entity structures. My work often involves tracking by property, handling loan activity and refinances, and ensuring everything is organized and ready for CPA review. I’ve worked extensively with platforms such as AppFolio, Buildium, DoorLoop, and REI Hub, including handling clean-ups, migrations, and ongoing bookkeeping across larger portfolios. Services: • Catch-up & clean-up bookkeeping • Monthly or quarterly bookkeeping • Software setup and organization • Chart of accounts creation (tailored to your business) • Transaction categorization and reconciliations • 1099 preparation and year-end support • Financial reporting with clear notes and explanations I work best with clients who value clear communication, organized systems, and a steady, low-stress approach to their finances. If you’re looking for reliable, stress-free bookkeeping and clear financials you can trust, feel free to reach out.
$45 hourly
Faith S.
- 5.0
- (52 jobs)
Saxilby, ENGLAND
Tax Preparation
Cash Flow Software
Payroll Accounting
Bookkeeping

- AAT & CIMA qualified licenced accountant running an established business, with 20 years experience working in practice and industry. - Catering for clients nationally, from sole traders to Ltd Companies with turnover of up to the audit threshold - Advanced Quickbooks Certified Pro Advisor - Xero Partner/Advisor Certified - Freeagent Accredited Practitioner - Fully insured - HMRC agent - Use my own software that doesn't require access to your Government Gateway
$45 hourly
Shella A.
- 5.0
- (12 jobs)
San Francisco, CA
Tax Preparation
Gusto
Compensation & Benefits
Accounts Payable Management
Business Valuation
Corporate Tax
Bookkeeping
Intuit QuickBooks
Account Reconciliation
GAAP
Bank Reconciliation

With my expertise in accounting, bookkeeping, and as an EA, coupled with my certifications in QuickBooks and Xero, I have developed a strong skill set to effectively manage financial operations and provide accurate financial insights. My experience working with startup-growing and capital venture companies has given me valuable insights into the unique challenges and opportunities they face. I am dedicated to delivering comprehensive and reliable financial services while ensuring compliance with regulations and optimizing financial performance. I am confident in my ability to contribute to your organization's success by providing exceptional accounting and bookkeeping services. My line of work Accounting: *Proficiency in Financial Analysis and Cost Analysis *Expertise in Financial Reporting, Financial Statement Preparation, and Tax Preparation *Competency in Routine Bookkeeping Activities *Skillful Accounts Receivable/Payable Management, including reconciliations, using software such as Bill.com *Proficient in filing Federal, State, and Sales Tax Returns *Extensive experience in the formation and advisory of New Corporate Structures in compliance with US Corporate laws, with a focus on startups (10 years of experience) *Software Expertise: QBD-QBO, Xero, Gusto, ADP, ERP (Oracle, SAP), Bill.com, Concur, etc., ranging from implementation to end-user support, thereby enhancing accuracy and productivity Payroll: *Proficient in Payroll Setup for all states *Expertise in Benefits and Retirement Plan Setup *Skilled in preparing Profit Share Distribution statements. *Competent in Payroll Reconciliation and Payroll Accounting Tax: *Proficiency in handling Federal and State taxes for all types of entities, including foreign entities.
$50 hourly
Veronica M.
- 5.0
- (6 jobs)
Oxnard, CA
Tax Preparation
Sales Tax
Financial Statements Preparation
QuickBooks Online
Management Skills
Intuit QuickBooks
Account Reconciliation
Data Entry
Bookkeeping
Transaction Data Entry
Bank Reconciliation

Hello, my name is Veronica, and I am a sole proprietor specializing in bookkeeping and tax services as an Enrolled Agent. With a strong focus on reliability, responsibility, and attention to detail, I offer comprehensive bookkeeping services tailored to your needs, whether it's weekly, monthly, quarterly, semi-annual, or annual. My expertise includes preparing and delivering the three major financial reports: Profit and Loss Statement, Balance Sheet, and General Ledger, ensuring your business stays organized and compliant. I'm committed to providing accurate, efficient, and professional financial management to help your business thrive. I do not outsource any of my work—everything is handled personally by me to ensure the highest level of quality and attention to detail. As an Enrolled Agent, I am also able to offer tax services, including tax projections and representation before the IRS and state agencies. I strive to help you take full advantage of available credits and tax deductions, ensuring that your tax filings are as beneficial and accurate as possible. With my expertise, you can have peace of mind knowing that your financial and tax matters are in capable hands.
$120 hourly
Alora A.
- 5.0
- (6 jobs)
Kings County, NY
Tax Preparation
Financial Reporting
CPA
IRS Income Tax Audits
Personal Budgeting
Financial Analysis
Intuit QuickBooks
Budget Management
Payroll Accounting
Account Reconciliation

I am a NYS licensed CPA with a passion for helping small to medium businesses navigate the financial world. I have 4 years of Public Accounting Experience (Big 4) and 3 years as a freelancer. My freelance projects range from not-for-profit consulting to personal tax preparation/planning. I can offer you: - Budgeting/Forecasting - Financial Reporting - Financial Analysis - Reconciliations - Auditing I have experience with SAP, Oracle, JD Edwards, Xero, Quickbooks (including online) and ProConnect Tax Software. Additionally, I am a certified QuickBooks ProAdvisor.
$50 hourly
Angela A.
- 5.0
- (22 jobs)
Houston, TX
Tax Preparation
IRS Income Tax Audits
Financial Audit
Financial Plan
Tax Strategy
Bookkeeping
QuickBooks Online
Regulatory Intelligence
Regulatory Compliance
Accounting
Communications
CRM Software
Payroll Accounting
Financial Analysis
Tax Law Compliance

Accuracy and timeliness are important to me and I will not complete my work until you are 100% satisfied. Therefore, all work is completed by myself alone (NO OUTSOURCING) and I provide a money back guarantee if your expectations are not met. I am a dedicated professional having 11 years of experience preparing taxes and over 6 years of experience in payroll processing, bookkeeping, project management, data collection, research, and office administration. To leverage my experience, I have also acquired education in both Financial/Managerial Accounting and Google Ads. I am an autonomous individual with a keen ability to navigate numerous complex assignments. I possess the ability to adhere to new tasks and fashion industrious business models with substantial experience in accounting and general business management. My previous work has been used to optimize the financial decision making of companies of varying industries and individuals alike. I am an expert in the following: Payroll Rules and Regulations Personal Tax Filing (Federal/State) and Tax Code State of Texas Quarterly Filing and Registration IRS Remittance/Terminology Chart of Accounts Mastered Applications: Intuit QuickBooks Online Intuit QuickBooks Desktop Intuit Tax Software ADP Payroll Systems Google AdWords Google Analytics Google Ads 360 PDF Conversion Adobe Acrobat DC Pro Microsoft Office Microsoft Outlook Microsoft Word Microsoft Excel Microsoft PowerPoint
$60 hourly
Shaoyin L.
- 5.0
- (49 jobs)
Hacienda Heights, CA
Tax Preparation
Intuit Lacerte Tax
ADP Workforce Now
Bookkeeping
Payroll Accounting
Intuit QuickBooks
Zoho Books

I am a California CPA offering a wide range of accounting services including company formation, bookkeeping, payroll, business and individual tax returns, AP, AR processing. I am proficient in Quickbooks Online and desktop, Excel, Word, Lacerte, Proseries, Zoho Books. I started my career as a volunteer helping low-income individuals filing their tax returns in VITA problem back in 2011. It was challenging but rewarding to me because every client I helped with would truly appreciate my work as many of those were relying on the refund to continuously support their family, which helped me to realize that accounting is not only useful but meaningful. And that was what made me decide to pursue my career in accounting to not just do what I have to do but what I love to do everyday! Throughout my career in both private and public accounting, I have had the privilege of working with a diverse clientele, ranging from small businesses to multi-million dollar enterprises assisting with their financial reporting as well as tax returns. I understand that as a business owner, your focus is on growing your business, and that bookkeeping and accounting may not be your favorite tasks. That's where I come in. I can help you stay on top of your financial reporting, allowing you to concentrate on what you do best! Billing rate: Consultation: $120/hour 1040 preparation is generally $300+ LLC, corporations and partnerships are $800+ Monthly bookkeeping from $350/month Annual bookkeeping from $500/year
$175 hourly
Ryan C.
- 4.9
- (355 jobs)
Arcadia, CA
Tax Preparation
Intuit Lacerte Tax
International Taxation
Xero
Financial Accounting
Corporate Tax
GAAP
US Taxation
Intuit QuickBooks
Bookkeeping
Microsoft Excel

I am a Certified Public Accountant (CPA) specialized in providing tax preparation and consulting for small businesses, individuals, and foreigners (both individual and businesses). Particularly in the following areas: LLC, Partnership, S-Corporation, and C-Corporation tax returns and planning Gift and Estate Tax (Form 706 and 709) Individual Tax Return Foreign Partner Withholding US Person With Respect to Certain Foreign Corporation (Form 5471) Foreign-Owned U.S. Corporation or Foreign Corporation Information Return (Form 5742) Business Property Tax Filing (Form 571-L) Gift from Foreign Person, Trust or Estates (From 3520) Moreover, I have experience using Quickbooks, Microsoft Excel, and tax preparation softwares such as Thomson Reuters - UltraTax CS. Therefore, I can also provide the following services: Bookkeeping QuickBooks Consulting
$35 hourly
Monica T.
- 5.0
- (5 jobs)
San Antonio, TX
Tax Preparation
Tax Accounting
Financial Accounting
Accounting
Bank Reconciliation
Administrative Support
General Ledger
Payroll Accounting
QuickBooks Online
Bookkeeping
Financial Reporting
Account Reconciliation
Microsoft Excel

I help small business owners, sole proprietors, and self-employed professionals organize their books, review financial records, and prepare for tax season. I have over 3 years of hands-on bookkeeping, tax, payroll, and small business accounting support experience, along with a strong administrative background. My experience includes QuickBooks support, bank and credit card reconciliations, income and expense organization, financial report preparation, payroll support, tax document organization, and IRS/state letter research. I enjoy taking messy or confusing financial information and turning it into clear records, organized reports, and practical next steps. My services are a good fit for small businesses, truck drivers, delivery drivers, 1099 contractors, sole proprietors, and individuals who need help getting organized before tax filing or understanding tax-related notices. I can help with: QuickBooks review and cleanup support Bank and credit card reconciliations Payroll record review and organization Small business tax readiness review Income and expense organization Financial report preparation Tax document organization IRS/state tax letter review and explanation Administrative accounting support My goal is to help clients feel organized, prepared, and less overwhelmed by their financial records.
$175 hourly
Jed C.
- 5.0
- (128 jobs)
North Dartmouth, MA
Tax Preparation
Disaster Recovery
Legal Entity Structuring
Research & Development
Tax Strategy
Business Valuation
Estate Planning
Strategic Plan
Tax Planning & Advisory
Mergers & Acquisitions
Business Consulting
CPA
Tax Law

I am an active CPA with multiple skills including bank financing, financial statement analysis, personal and business tax returns, business planning, financial and estate planning, SBA Disaster Loan Assistance, and operational reviews. I am current with all tax laws and accounting principles. I work with clients to provide a range of financial tools that help them meet and exceed their monetary goals. My skills include strategic planning, bank financing, compliance, budgeting, and more. Even the most successful CEOs rely on a team of experts to achieve their business goals, as it is simply impossible for one person to do it all. With a background in business consulting and extensive CPA experience, I help individuals meet and exceed their financial objectives. Working with numbers has always come easily to me, as I not only passed the CPA exam on my first try, but I also obtained Masters' degrees in Accounting and Education. I have also taught postgraduate college courses and my deep understanding of finance has allowed me to become a qualified expert witness. I founded my own CPA firm and developed partnerships with a range of clients for over 20 years. I now work as a consultant and assist my clients with financial modeling, projections, and forecasts as well as tax planning and preparation. I specialize in startups and can help with the choice of entity selection, general business planning, and much more. Whether you are in need of an operational review, a financial statement analysis, or an expert to take your financial future to the next level, I am here to help. Clients who partner with me can count on exceptional communication and work completed in a timely and thorough manner.
$90 hourly
Sejin J.
- 5.0
- (23 jobs)
Newcastle, ON
Tax Preparation
Sage 50cloud
Accounts Payable Management
Intuit TurboTax
Accounts Receivable Management
Wave Accounting
Intuit QuickBooks
Bookkeeping
Payroll Accounting

Specializing in new Canadian businesses looking to get set up with Quickbooks Online or Wave Finance, I'm ready to establish all of your complex bookkeeping processes including payroll and source deductions remittance, GST/HST returns, categorizing expenses, etc. And with my experience, I'll be able to do this work with little oversight from you. Whether you're looking to have the processes enabled so you can take care of the day-to-day on your own, or looking to have someone take care of that so you can focus on growing your business, I'm excited to help. If you're specifically looking for back-end data/accounting integration solutions (using APIs to connect services like Wave, Stripe, Square, PayPal, etc.) then I would refer you to my partner Sebastien B as that's his specialty; you can also find him on Upwork.
$45 hourly
Hitarth P.
- 5.0
- (16 jobs)
Surat, GUJARAT
Tax Preparation
Tableau
Data Analytics
Etherscan
Business Plan
Editing & Proofreading
Bitcoin
Finance & Accounting
Blockchain, NFT & Cryptocurrency
Financial Analysis
Xero
Investment Strategy
Cryptocurrency
Accounting Principles & Practices
Intuit QuickBooks

I pride myself on my work and getting accurate results for my clients. I’m very passionate about helping my clients and would love to take the initiative. I have a broad range of experience of around 10+ years in the Finance Industry. I have worked with one of the Big 4 i.e., Deloitte, and few large banks, i.e., ING group, Kotak Mahindra Bank, Axis Bank, where I have worked on varied roles and assisted on Credit risk management, Financial And Investment Advisory, Business consulting. I can also help you with your first step into the world of Cryptocurrencies, guide you and provide you end-to-end solutions for your Crypto problems, be it investing, staking, NFT's, liquidity pools, etc, Services I provide. * Book keeping, accounting and Tax Consultancy. * Cryptocurrency Consulting, DeFi Strategist. * White paper development. * Financial Analysis, Modelling, and Advisory. * Business consulting. * Investment advisory. * Technical and Fundamental Analysis. * Proof reading.
$50 hourly
Dominik A.
- 4.9
- (15 jobs)
Zgierz, ŁÓDŹ VOIVODESHIP
Tax Preparation
Sales Tax
Tax Law Compliance
Tax Law
Accounting Software
International Taxation
Value-Added Tax
Indirect Tax
Tax Return

- VAT registration/deregistration - VAT compliance - VAT preparation and submission - VAT audits and controls - VAT consulting - EU rules and country specific rules - Polish tax accounting
$40 hourly
Patrick K. A.
- 5.0
- (2 jobs)
Oakville, ON
Tax Preparation
Wave Accounting
Bookkeeping
Cost Accounting
International Taxation
Financial Analysis
Sage 50cloud
Financial Reporting
CPA
Digital Forensics
Payroll Accounting
Bank Reconciliation
Zoho Books
Balance Sheet
Accounting
Intuit QuickBooks

I am a certified accountant based in Mississauga, Ontario. My areas of expertise include financial reporting, Canadian and International taxation, payroll, GAAP/IFRS compliance, forensic accounting, and incorporation. I am also experienced with tax planning and reporting, both for individuals and businesses, in Canada and Hong Kong. I am familiar with the following accounting software: Sage 50 (Desktop), Sage Business Cloud, Quickbooks, Quickbooks Online, Zoho Books (and other Zoho products), Wave Accounting, Freshbooks, Yardi (construction) I have the following accounting certifications: -CPA, CGA in Canada -CPA Australia in Australia -CIMA in the United Kingdom -CGMA in the United States
$45 hourly
Aamir R.
- 4.8
- (15 jobs)
Islamabad, ISLĀMĀBĀD
Tax Preparation
Tax Law
US Taxation
Sales Tax
Microsoft Excel
Tax Return
SAP

With 12+ years of experience in U.S. and Canadian sales tax compliance, I help eCommerce and multi-state businesses simplify their tax obligations and stay fully compliant. My focus is exclusively on sales taxes, and I am equipped to handle matters across all U.S. states and Canada. I provide practical, actionable solutions that save time, reduce risk, and ensure peace of mind. Here’s how I can help your business: Economic Nexus Analysis – Identify where your business has a tax obligation. Sales Tax Registrations – Set up your accounts in any U.S. state. Sales Tax Filings – Timely, accurate filings to avoid penalties. Resale Certificates – Proper management of exemptions and documentation. Canada GST/HST & Provincial Filings – Compliance for Canadian operations. Audit Support – Guidance and representation during state audits. Taxability Analysis – Determine if goods/services are taxable or exempt. Sales/Use Tax Advice – Practical solutions for complex transactions. I work closely with clients to ensure compliance without disrupting operations. Whether you’re expanding into new states, managing existing obligations, or facing an audit, I provide expert guidance and hands-on support every step of the way. Specialization / Target Clients: US sales tax for Shopify/eCommerce sellers Multi-state compliance for SaaS, IT Hardware and software businesses White-label compliance services for CPA and accounting firms
$125 hourly
Taha Q.
- 4.9
- (76 jobs)
Toronto, ON
Tax Preparation
Taxes
Tax Law Compliance
Corporate Tax
CPA
QuickBooks Online
Bookkeeping
Financial Statement
Tax Law
Goods & Services Tax
Tax Return
Payroll Accounting

I have over 10 years of experience in providing bookkeeping, accounting and tax services to Canadian individuals and small businesses. As a professional accountant (CPA, CMA) I strive to provide my clients with the highest standards of expertise and exceptional service. I have worked in several different industries and have a robust understanding of full cycle accounting. I have a passion for cloud based accounting software and applications. As a certified Quickbooks ProAdvisor, I have helped several of my clients transition to the cloud.
$60 hourly
Tanushree G.
- 5.0
- (10 jobs)
Kolkata, WEST BENGAL
Tax Preparation
Tax Strategy
US Taxation
Bookkeeping
Accounting Principles & Practices
Tally.ERP
Communications
Tax Law Compliance
Intuit Proconnect Tax
Account Management
Xero
Intuit QuickBooks
Tax Return

Most tax professionals file your return. I change what you owe. I am Tanushree Goel, a Chartered Accountant with 20+ years in US taxation — over a decade of it spent exclusively in planning, strategy, and compliance for individuals, NRIs, and US businesses. I operate USTAXSHREE, an independent consultation-only practice. When you hire me, you work with me directly — no junior staff, no hand-offs. Over my career, I have helped clients save tens of thousands of dollars annually through a disciplined, IRS-vetted approach to tax planning. My work starts with a careful review of your P&L and financial picture, then moves to identifying every legally available lever — entity structure, expense classification, IRC elections, treaty benefits, depreciation strategies, and retirement optimization — calibrated to your risk tolerance. I do not guess. Every strategy I recommend is grounded in the IRC, IRS guidance, and case law — and I present options at multiple aggression levels so you decide how aggressive you want to be, with full visibility into the risk profile of each. What I can do for you → Review your P&L line by line and identify misclassified expenses and missed deductions → Analyze your entity structure (sole prop, LLC, S-Corp, C-Corp, partnership) and model the tax savings from restructuring → Identify IRC elections available to you: §475(f) mark-to-market, §179 expensing, §168(k) bonus depreciation, §199A QBI deduction → Advise on US-India DTAA benefits, FBAR/FATCA compliance, and NRI-specific tax optimization → Plan capital gains exits, retirement contributions, and year-end strategies → Deliver a written advisory memo with clear, numbered recommendations and estimated dollar savings I serve clients at every aggression level Conservative — Fully IRS-settled positions. Zero audit risk. Leaves some savings on the table but maximises certainty. Moderate — Well-supported IRC positions with strong precedent. The sweet spot for most clients. Aggressive — Legally defensible positions under Treasury Regulations and case law, with appropriate documentation. Best for clients who want to claim every dollar the law allows.
$50 hourly
Hanna A.
- 4.7
- (8 jobs)
Waltham, MA
Tax Preparation
US Taxation
Intuit Lacerte Tax
Business Consulting
International Taxation
Wave Accounting
Payroll Accounting
Microsoft Excel
Certified Tax Preparer
Bookkeeping
Intuit QuickBooks

I have many years of broad experience in helping businesses and individuals all the way from business formation to tax return preparation. I have always worked in one team with CPAs and currently own my own accounting company. I am licensed IRS Enrolled Agent. My expertise includes: * Business formation and new business consulting (any US state) * Full charge bookkeeping * Accounting * Sales tax/excise tax (any US state) * Payroll management * Tax preparation (Forms 1120, 1120S, 1065, 1040, 1040NR) * Real Estate transactions * Nonresident tax complications, implementing of tax treaties * Experienced Quickbooks and Wave accountant My strategy is to provide comprehensive one-stop source of care for client's business. I focus on establishing long-term trustworthy relationships so that businessmen can promote their own business.
$95 hourly
James R.
- 5.0
- (3 jobs)
Edgewater, NJ
Tax Preparation
Accounting Software
Balance Sheet
Accounting Basics
Forecasting
Budget Planning
Financial Analysis
Accounting Report
QuickBooks Online
Accounting
Bank Reconciliation
Account Reconciliation
Bookkeeping
GAAP
Intuit QuickBooks

Seasoned accounting professional with over 18 years of expertise in financial analysis, reporting, and control. Specializes in delivering strategic financial management solutions as a fractional controller, enabling businesses to access executive-level financial expertise without the overhead of a full-time position. Committed to enhancing financial accuracy and efficiency through automation and systematization. Well-balanced work history in both public accounting (CPAs) and private industries. Trusted by hundreds of clients and accounting firms, I have the abilities and knowledge to get the job done. Accomplishments: • Implemented strategic financial planning and analysis for over 30 start-up and growth-stage companies, leading to an average of 15% cost reduction and 20% increase in financial efficiency. • Liaison to external tax accountants and auditors during year-end close. • Expert in resolving and reconciling several years of financial data left unresolved by inept bookkeepers, including rebuilding an organization’s chart of accounts to align with reporting requirements. Successfully reduced monthly financial close days by 70% by enhancing team training, automating repetitive tasks, and establishing close checklists. • Experience with clients in various industries, including manufacturing, clean energy, online retailers, food & beverage, construction, non-for-profit organizations, aquaculture (fish farming), and self-employed individuals. • Successfully transitioned engagements to permanent staff by assisting in recruitment, training, and post-engagement coaching. Skills: Proficient in all QuickBooks versions, MS Excel, and TValue. Knowledge of Ceres, NetSuite, Intacct, and SAP. Strong leadership, communication, and project management skills. Other: Authorized IRS e-File provider (ERO) and registered with the IRS with active PTIN. Core Responsibilities Month-End Close: Overseeing the accurate and timely finalization of financial records for the preceding month, ensuring all transactions are recorded, accounts are reconciled, financial statements are prepared and reviewed, and internal controls are maintained for compliance and analysis. Financial Reporting: Preparing and presenting accurate, timely financial statements and reports to management and the board of directors. Internal Controls: Developing, documenting, and enforcing policies and procedures to strengthen internal financial controls and prevent fraud. Budgeting & Forecasting: Overseeing the preparation of operating budgets and financial forecasts to guide financial planning. Regulatory Compliance: Ensuring the company adheres to all relevant financial regulations, accounting standards, and tax laws. Audit Management: Coordinating internal and external audits and liaising with external auditors. Cash Flow Management: Monitoring and managing the company's cash flow to ensure financial stability. Leadership and Strategy Team Management: Leading, mentoring, and supervising a team of finance and accounting professionals. Financial Analysis: Analyzing financial data to identify trends, variances, and opportunities for improvement. Strategic Support: Providing financial expertise and insights to the CFO and senior management to support strategic planning and decision-making. Operational Oversight Accounting Operations: Managing daily accounting functions such as accounts payable, accounts receivable, payroll, and general ledger maintenance. Process Improvement: Streamlining and improving accounting systems and business processes. Risk Management: Identifying and mitigating financial risks. Accounting Software: Ensure the accounting software accurately reflects all financial transactions, including entries, adjustments, and reconciliations. Oversee the maintenance and accuracy of the company's chart of accounts within the software.
$75 hourly
Casey B.
- 5.0
- (5 jobs)
Dayton, OH
Tax Preparation
Google Sheets
Google Docs
Microsoft Word
Accounts Receivable Management
Accounts Payable Management
Microsoft PowerPoint
Internal Auditing
Inventory Management
Intuit QuickBooks
Budget Management
Microsoft Excel

I’m a controller-level accountant with nearly three decades of experience supporting small to mid-sized businesses through cleanup, growth, and transition periods. My work sits comfortably between detailed hands-on accounting and high-level financial oversight — bringing structure, accuracy, and clarity to environments that are often messy, fast-moving, or overdue for cleanup. I’ve worked across multi-entity structures, service businesses, real estate, construction, and founder-led companies where the books “mostly work” but don’t yet support confident decision-making. Clients come to me when balances don’t tie, systems don’t scale, or reporting needs to be reliable — not just produced. I’m especially strong in: Taking over imperfect QuickBooks or Xero files and making them clean, defensible, and audit-ready Reconciling complex balance sheets (banks, credit cards, loans, equity, intercompany) Establishing consistent month-end close processes and documentation Cleaning up historical activity without disrupting current operations Translating financials into clear explanations for owners and leadership teams I don’t approach accounting as data entry or checkbox bookkeeping. I focus on why numbers look the way they do, what’s missing, and what needs to change so the same issues don’t repeat next month. Core Experience Controller-level oversight for small and growing businesses Full-cycle accounting: AP, AR, payroll entries, accruals, reconciliations Multi-entity accounting, consolidations, and intercompany activity Cleanup projects (QBO, Xero, legacy files, partial implementations) Budgeting, forecasting, and cash-flow visibility CPA coordination, audit prep, and support documentation Process improvement without overengineering Tools QuickBooks Online & Desktop (Advanced cleanup and rebuilds) Xero Excel & Google Sheets (advanced reconciliation and analysis work) I work well independently, communicate clearly, and don’t require heavy supervision. I ask smart questions, flag issues early, and leave systems better than I found them. If you need someone experienced enough to step in, stabilize your accounting, and give you confidence in your numbers — I’m happy to talk through what that looks like.
$150 hourly
Mark F.
- 4.9
- (110 jobs)
Woodbridge Township, NJ
Tax Preparation
Financial Audit
Bookkeeping

I am a CPA with 7 years of accounting experience in various roles and industries. I am an experienced auditor within the insurance, employee benefit plan (EBP), and non-profit industries. Since 2017, I began my own tax practice located in New Jersey specializing in individual and business tax returns while continuing to expand our offerings to bookkeeping (through Quickbooks Online and Desktop). My services include Bookkeeping, Tax research and Consultations, Tax Planning, and Tax Preparation.
$45 hourly
Marit H.
- 5.0
- (84 jobs)
Muraste, HARJU COUNTY
Tax Preparation
Financial Reporting
Management Accounting
Tax Law
Bookkeeping
Financial Analysis
Cash Flow Analysis
Tax Return
Payroll Accounting
Balance Sheet
Financial Accounting
Bank Reconciliation

Highly capable and dedicated part qualified ACCA accountant with experience of over ten years in finance and accounting. Adept at handling accounts for small and large businesses and providing forecasts and budgets. Accurate in all mathematical and analytical tasks with knowledge in areas of financial law and compliance. Extensive experience in company incorporation, e-residency, payroll accounting, annual reporting and preparing tax returns for businesses and individuals.
$50 hourly
Carlos J.
- 5.0
- (14 jobs)
Semmes, AL
Tax Preparation
US Taxation
Business Consulting
Bookkeeping
Intuit QuickBooks
Certified Tax Preparer

•Licensed Enrolled Agent •Certified Quickbooks Online Proadvisor •A/R •A/P •Budgeting •Reconciliation •Individual tax preparation •Business tax preparation •Consulting
$53 hourly
Yang X.
- 4.9
- (28 jobs)
Troy, MI
Tax Preparation
International Taxation
US Taxation
Bookkeeping

As a dedicated tax accountant, I offer a comprehensive suite of services, including bookkeeping, payroll management, tax preparation, and strategic tax planning. By seamlessly integrating these functions, I ensure that each client can legally minimize their tax liability. Bookkeeping: Accurate record-keeping is the foundation of effective tax management. By maintaining meticulous financial records throughout the year, I provide a clear snapshot of your financial health. This not only helps in making informed business decisions but also ensures all expenses and income are accurately captured for tax purposes. Payroll Management: Efficient payroll processing is crucial for both compliance and financial management. I handle payroll tasks with precision, ensuring timely and accurate salary disbursements while complying with all relevant tax regulations. This helps in avoiding any payroll-related penalties and ensures that tax withholdings are correctly calculated and remitted. Tax Preparation: When tax season rolls around, my meticulous bookkeeping and payroll management come into play. I prepare and file your tax returns, ensuring that all eligible deductions and credits are claimed. This comprehensive approach ensures accuracy and maximizes your tax savings. Tax Planning: The most significant savings come from proactive tax planning. Throughout the year, I analyze your financial situation and work with you to implement strategies that reduce your taxable income. Whether it's through retirement contributions, expense timing, or investment planning, my goal is to keep your tax liability to a minimum. By synchronizing bookkeeping, payroll, tax preparation, and planning, I provide a holistic approach to tax management. This integrated service ensures compliance with tax laws while strategically positioning you to save on taxes. Let me handle the complexities of tax accounting so you can focus on growing your business with peace of mind.
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