WHALEN GROUP Defunct
Job Description
Job Description
Location:
Las Vegas, NV (On-site preferred)
Employment Type:
Full-Time or Part-Time
About Us
We’re a dynamic and growing financial services firm providing bookkeeping, tax preparation, and small business advisory services to clients across multiple industries. We value accuracy, professionalism, and integrity — and we’re looking for a detail-oriented
Bookkeeper/Tax Preparer
to join our team.
Position Overview
The ideal candidate will have experience in both bookkeeping and tax preparation, with strong organizational skills and the ability to manage multiple client files. You’ll be responsible for maintaining financial records, reconciling accounts, and preparing accurate and compliant individual and business tax returns.
Key Responsibilities
Maintain and reconcile financial records using QuickBooks Online
Record and categorize transactions, reconcile bank and credit card accounts
Prepare and file federal and state income tax returns for individuals and small businesses (1040, 1065, 1120, 1120S, etc.)
Prepare financial statements and support documents for tax filing
Communicate with clients to gather necessary documents and clarify details
Assist with year-end closing, payroll reports, and 1099/941/940 filings
Ensure compliance with IRS and state tax regulations
Support CPA or EA in review and finalization of tax returns
Qualifications
Minimum
2+ years of experience
in bookkeeping and/or tax preparation
Proficiency in
QuickBooks Online
, Excel, and tax software (ProConnect, Drake, or similar)
Strong knowledge of accounting principles and tax regulations
Excellent organizational and communication skills
Ability to work independently with attention to detail and accuracy
EA or CPA credential a plus, but not required
Compensation & Benefits
Competitive hourly or salaried pay based on experience
Flexible scheduling during off-season
Opportunity for professional growth and continuing education
Supportive, team-oriented work environment
Location:
Las Vegas, NV (On-site preferred)
Employment Type:
Full-Time or Part-Time
About Us
We’re a dynamic and growing financial services firm providing bookkeeping, tax preparation, and small business advisory services to clients across multiple industries. We value accuracy, professionalism, and integrity — and we’re looking for a detail-oriented
Bookkeeper/Tax Preparer
to join our team.
Position Overview
The ideal candidate will have experience in both bookkeeping and tax preparation, with strong organizational skills and the ability to manage multiple client files. You’ll be responsible for maintaining financial records, reconciling accounts, and preparing accurate and compliant individual and business tax returns.
Key Responsibilities
Maintain and reconcile financial records using QuickBooks Online
Record and categorize transactions, reconcile bank and credit card accounts
Prepare and file federal and state income tax returns for individuals and small businesses (1040, 1065, 1120, 1120S, etc.)
Prepare financial statements and support documents for tax filing
Communicate with clients to gather necessary documents and clarify details
Assist with year-end closing, payroll reports, and 1099/941/940 filings
Ensure compliance with IRS and state tax regulations
Support CPA or EA in review and finalization of tax returns
Qualifications
Minimum
2+ years of experience
in bookkeeping and/or tax preparation
Proficiency in
QuickBooks Online
, Excel, and tax software (ProConnect, Drake, or similar)
Strong knowledge of accounting principles and tax regulations
Excellent organizational and communication skills
Ability to work independently with attention to detail and accuracy
EA or CPA credential a plus, but not required
Compensation & Benefits
Competitive hourly or salaried pay based on experience
Flexible scheduling during off-season
Opportunity for professional growth and continuing education
Supportive, team-oriented work environment