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Bookkeeper Application

An Award-Winning Team

 Join a rapidly growing, highly rated, and values driven tax firm in San Antonio. Voted best of SA two years in a row.


It's more than just the numbers. Build impactful relationships provide expert tax advice, prepare accurate returns, and offer strategic guidance to our diverse clientele, our “TAX FAMILY.”


At James Family Tax, we work collaboratively, stay updated on the latest tax regulations, and contribute to our clients' overall success. We care about our clients and their taxes.


Family, Community, and Trust are our guiding values.


This role entails serving our bookkeeping clients.


Job Location:

This is a primarily in-office position with WFH flexibility in consideration of business needs.


Core Requirements:

  • A minimum 1 year of bookkeeping experience.
  • Proficiency with QBO
  • A professional and approachable demeanor.
  • Strong communication skills.
  • Adheres to ethical and honest business practices.
  • Desire for growth and development in the tax industry.
  • Ability to generate and interpret reports.


Compensation Highlights:

  • Starting at 44K annually
  • 401K with match
  • Disability Coverage
  • Charitable Contribution Matching
  • Bonus
  • Paid Development and Training

Apply Now

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More on this role...

Highlights of the Job Responsibilities:

 

  • Team Collaboration: Cultivate a supportive team environment that emphasizes collaboration, recognizing that effective bookkeeping is a collective effort where everyone's contribution matters.


  • Client Consultation: Engage in comprehensive discussions with clients to grasp the intricacies of their financial records, business structure, and bookkeeping needs.


  • Bookkeeping Records Management: Maintain accurate and organized financial records for clients, ensuring clarity, transparency, and compliance with accounting standards.


  • Data Analysis and Reporting: Utilize data analysis tools to interpret financial information, generate insightful reports, and provide clients with actionable recommendations for financial management.


  • Software Proficiency: Stay abreast of the latest bookkeeping software and tools, leveraging technological advancements to streamline processes and enhance efficiency.


  • Client Communication: Communicate effectively with clients, demystifying complex financial concepts, addressing concerns, and offering proactive advice to optimize their financial operations.


  • Team Communication: Facilitate seamless communication within the team, ensuring that everyone is aligned on client needs, project timelines, and goals for delivering exceptional bookkeeping services.


  • Compliance Assurance: Maintain strict adherence to regulatory requirements and accounting standards, safeguarding clients from potential risks.


  • Continuous Learning: Pursue ongoing education and training opportunities to expand knowledge in bookkeeping practices, accounting principles, and industry trends, fostering professional growth and excellence in service delivery.

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