Kickstart Accounting, Inc.

• Lead client calls
• Present tax returns and strategies to clients
• Prepare accurate tax returns for LLCs and S Corporations
• Ensure compliance with relevant tax laws and regulations
• Collect, organize, and input financial data into tax software
• Assist with onboarding new clients
• Work closely with the bookkeeping team to ensure accurate financial reporting and seamless tax preparation
• Deliver comprehensive tax preparation and strategy services
• Support women-owned businesses with financial insights

Business Tax Advisor

Bookkeeper

• Process weekly financial transactions for clients in QuickBooks Online
• Assist with payroll and sales tax filings
• Support management of accounts payable and accounts receivable
• Prepare and review weekly client dashboards, cash forecasts, and financial reports
• Meet with clients via Zoom to review and learn about strategy
• Communicate regularly with clients via email regarding their financials and questions
• Provide support on other bookkeeping projects as necessary
• Follow company policies, comply with requirements, and meet deadlines
• Collaborate closely with the Account Manager on client strategy, execution, and monthly reporting
• Maintain accurate financial records and manage client accounts

Business Tax Advisor

Multi-Client Bookkeeper, Entry-Level