Offer summary

Qualifications:

QBO Certified with 2-3+ years of hands-on bookkeeping experience, preferably in a CPA firm., Strong attention to detail and ability to identify irregularities in financial data., Comfortable working independently and managing multiple clients effectively., Familiarity with tax preparation environments and tools like Lacerte, Xero, or QuickBooks Desktop is a plus..

Key responsabilities:

Manage monthly categorization of transactions for small business clients using QuickBooks Online.

Perform periodic clean-ups and reconciliations, flagging inconsistencies in accounts.

Compile and organize workpapers for tax returns and handle e-file submissions.

Assist with administrative tasks such as sending invoices and managing internal bookkeeping.

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 US-based 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 year-round bookkeeping, periodic clean-ups, 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 well-rounded role. You'll spend most of your time managing books in QuickBooks Online and supporting tax prep during busy seasons. The ideal candidate is detail-oriented, organized, and comfortable juggling recurring work with special clean-up projects.

Key Responsibilities:

Bookkeeping (65%):

Manage monthly categorization of transactions for small business clients.
Perform periodic clean-ups 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 prior-year returns.
Flag missing or unusual items.
Handle e-file 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.
2-3+ years of hands-on bookkeeping experience (CPA firm experience preferred).
Strong attention to detail and ability to spot irregularities.
Comfortable working independently and managing multiple clients.

Nice-to-Haves:

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.

Required profile