Staff Accountant – Tax & Bookkeeping

Job Overview
At B&M, we’re a proactive, family-oriented accounting and tax firm that helps individuals and small businesses stay financially organized and tax-efficient. Our mission is to provide more than compliance — we offer strategy, clarity, and care.

We are seeking a tech-savvy, detail-oriented Accounting & Tax Assistant to support our growing client base. This hybrid role includes daily bookkeeping tasks, monthly financial prep, and seasonal tax return support. You’ll be a key part of a small, collaborative team committed to excellent service and long-term client success. This role requires a strong understanding of accounting principles and practices, as well as the ability to communicate effectively with various stakeholders.

Responsibilities

Bookkeeping & Accounting

• Record and reconcile transactions.
• Payroll and Sales Tax
• Maintain accurate financial records.
• Prepare monthly/quarterly financial reports.
• Organize and manage client data in CRM.
• Communicate with clients regarding missing or unclear transactions

Tax Preparation Support

• Organize and scan client tax documents.
• Prepare business and personal tax returns.
• Track deadlines for extensions and estimated tax payments.
• Assist with e-filing and follow-up communications.
• Ensure compliance with tax regulations and research tax issues.
• Answer calls and emails from clients in a timely manner.
• Perform other related duties as assigned.

Required Skills/Abilities

• Positive attitude and willingness to learn.
• General proficiency with Microsoft Teams, Excel, Word, and Outlook.
• Quality communication between staff and clients.
• Attention to detail and organized.
• Be a team player.

Qualifications

• Bachelor’s degree in accounting, finance, or a related field is required.
• Proven experience in accounting roles with a focus on accounting, budgeting, and tax accounting.
• Strong knowledge of regulatory reporting requirements and general ledger reconciliation processes.
• Excellent analytical skills with attention to detail and accuracy in financial reporting.
• Proficient in accounting software and Microsoft Excel for data analysis and reporting.
• Strong communication skills to effectively convey financial information to non-financial stakeholders.

Join our team and contribute your expertise as we strive for excellence in our financial operations!

Job Type: Full-time

Pay: $55,000.00 – $70,005.66 per year

Schedule:

• Monday to Friday

Work Location: In person