About Omar Financial Services Omar Financial Services is a leading financial firm based in Malden, Massachusetts. We specialize in providing comprehensive financial solutions to our clients, including tax preparation, bookkeeping, and financial planning.

Job Description We are seeking a self-motivated and detail-oriented Tax Preparer / Bookkeeper to join our team. The ideal candidate will be able to manage themselves, work autonomously, and thrive in a flexible work environment that includes both in-office and remote work opportunities. Potential hybrid in office / remote work.

Responsibilities

• Data entry of client financials into QuickBooks on a monthly basis.
• Reconciliation of bank statements and credit card statements.
• Preparing simple tax returns from beginning to end.
• Initial data entry and partial preparation of more complex tax returns.
• Filing tax extensions and preparing 1099 forms.
• Communicating with clients to retrieve necessary documents and for clarification on question transactions.
• Reviewing prepared financial statements for any errors, oddities, or variances.
• Finalizing financial statements and sending reports to clients on a monthly basis.
• Maintain and balance the general ledger to be accurate, complete, and up-to-date
• Ensure compliance with applicable standards and accounting policies.
• Reviewing books prepared by external bookkeepers the firm may utilize.

Qualifications

• Associate’s degree or higher in accounting preferred but not required.
• 2-3 years’ experience working in accounting, bookkeeping, and tax preparation.
• Thorough knowledge and understanding of GAAP and US tax code.
• Strong written communication skills.
• Proficient skills in QuickBooks and Microsoft Excel.
• High degree of accuracy and attention to detail.
• Ability to prioritize daily tasks and meet timely obligations.
• Ability to work independently with minimal oversight.

Compensation

• Competitive hourly pay based on experience.
• Potential bonus/Commission.

If you believe you are a fit for this position, please send your application, and a short description of your past work history. Also, include any information you think we should know in considering you for this position.

We will reach out to you shortly if we’d like to request an interview.

Job Types: Temporary, Contract, Internship

Benefits:

• Flexible schedule
• Work from home

Compensation package:

• Bonus opportunities
• Commission pay

Experience level:

• 2 years

Weekly day range:

• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• Tax accounting: 2 years (Preferred)

Work Location: In person