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Robert Half

Tax Preparer and Bookkeeper

Williamsburg, VA, United States

$55,000 to $65,000 USD / year

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Job details

Pay: $55,000 to $65,000 USD / year
Apply by: Dec 4, 2026
Posting language: English
Posted: Nov 4, 2026

Original job description

We are looking for a detail-oriented Tax Preparer and Bookkeeper to support individual tax filings and day-to-day financial recordkeeping in Williamsburg, Virginia. This position is ideal for someone who can balance accurate tax return preparation with organized bookkeeping practices in a client-focused environment. The role requires strong familiarity with individual tax matters, dependable use of accounting software, and a commitment to maintaining precise financial data.

Responsibilities:

Prepare and review individual income tax returns with a high level of accuracy and attention to deadlines.
Maintain financial records by recording transactions, reconciling accounts, and keeping bookkeeping files up to date.
Use QuickBooks to manage bookkeeping activities, organize account details, and support accurate reporting.
Work with Lacerte Tax Software to complete tax filings and ensure information is properly entered and documented.
Gather, verify, and organize client financial information needed for tax preparation and bookkeeping tasks.
Identify inconsistencies in financial records and resolve issues to support complete and accurate reporting.
Communicate with clients as needed to clarify tax documents, bookkeeping entries, and outstanding information.
Support routine financial processes by maintaining organized documentation and following established accounting practices.
Experience preparing individual tax returns in a detail-focused setting.
Working knowledge of bookkeeping principles and hands-on experience with QuickBooks.
Proficiency with Lacerte Tax Software or similar tax preparation systems.
Strong understanding of individual income tax concepts and related documentation.
High level of accuracy, organization, and attention to detail in financial work.
Ability to manage multiple assignments and meet recurring deadlines during busy periods.
Clear communication skills for working with clients and handling financial information appropriately.

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