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Careers at We Do Books™

Join Our Team!

We Do Books™ is dedicated to delivering the ultimate accounting experience: an all-inclusive, high-quality service grounded in professionalism, expertise, and genuine care. Our team of dedicated relationship managers consists of seasoned accounting professionals who provide exceptional service at affordable rates.

We seek team members who embody integrity, reliability, and proactive initiative. Ideal candidates value accuracy and transparency, approach challenges with a solution-oriented mindset, and communicate with clarity and respect. They demonstrate genuine care for clients, collaborate effectively with colleagues, and uphold the highest standards of professionalism.

Senior Tax Preparer

  • Location: Remote
  • Rate / Salary: Contact for details
  • Job Type (Schedule): Full-time
  • Resposibilities:
    • Advanced Tax Preparation & Review
      • Prepare complex federal, state, and local tax returns for individuals, corporations, partnerships, and trusts.
      • Review tax returns prepared by junior staff for accuracy and compliance.
      • Identify tax-saving opportunities and provide strategic recommendations to clients.
    • Client Advisory & Consultation
      • Conduct detailed interviews with clients to gather financial information and understand tax objectives.
      • Explain complex tax issues, planning strategies, and regulatory requirements.
      • Develop long-term tax plans to help clients minimize liabilities.
    • Compliance & Regulatory Oversight
      • Stay current on changes in tax laws, regulations, and IRS guidance.
      • Ensure all filings comply with federal, state, and local tax codes.
      • Assist clients with audits, IRS correspondence, and resolving tax issues.
    • Leadership & Team Support
      • Mentor, train, and support junior preparers and administrative staff.
      • Guide team members in tax research, data entry, and documentation best practices.
      • Oversee workflow during tax season and help manage deadlines.
    • Quality Assurance & Documentation
      • Perform final reviews of returns before submission.
      • Maintain accurate records, supporting documents, and client files.
      • Implement quality-control procedures to reduce errors and improve efficiency.
    • Customer Service & Relationship Management
      • Build and maintain strong client relationships.
      • Address client concerns promptly and professionally.
      • Provide year-round support, including estimated payments and planning.
  • Skills Required:
    • Technical Skills
      • Expert knowledge of federal, state, and local tax regulations.
      • Strong proficiency with professional tax software (e.g., Drake, UltraTax, ProSeries, Lacerte).
      • Advanced understanding of financial statements and accounting principles.
      • Ability to handle complex tax returns (S-Corps, C-Corps, Partnerships, Estates/Trusts).
      • Strong research skills for resolving uncommon or complex tax issues.
    • Soft Skills
      • Exceptional attention to detail and accuracy.
      • Strong analytical and critical-thinking abilities.
      • Excellent communication skills (written and verbal).
      • Ability to explain complex tax matters in a client-friendly manner.
      • Leadership and mentoring skills for guiding junior staff.
      • Strong organizational and time-management abilities, especially during tax season.
    • Preferred Qualifications
      • Valid PTIN (required for paid tax preparers in the U.S.).
      • Enrolled Agent (EA), Certified Public Accountant (CPA), or other advanced tax certification strongly preferred.
      • 3–5+ years of professional tax preparation experience, including complex returns.
      • Experience preparing and reviewing individual, corporate (S-Corp & C-Corp), partnership, and trust/estate tax returns.
      • Demonstrated expertise in tax planning and client advisory services.
      • Proficiency with professional tax software such as Drake, UltraTax, ProSeries, or Lacerte.
      • Strong knowledge of federal, state, and local tax laws, and the ability to apply updated regulations.
      • Prior experience training or mentoring junior tax preparers is a plus.

Please click the button below to send an email to our hiring team. In your message, be sure to include your resume and cover letter for full consideration. We look forward to reviewing your application.

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Tax Preparer

  • Location: Remote
  • Rate / Salary: Contact for details
  • Job Type (Schedule): Full-time
  • Resposibilities:
    • Tax Preparation
      • Prepare federal, state, and local tax returns for individuals or businesses.
      • Review financial records such as income statements, expense reports, receipts, and previous tax returns.
      • Calculate taxes owed or refunds due using appropriate deductions, credits, and tax laws.
    • Client Consultation
      • Interview clients to gather relevant financial information.
      • Explain tax laws, filing requirements, and potential outcomes in a clear and understandable way.
      • Advise clients on tax-saving strategies and compliance best practices.
    • Compliance & Documentation
      • Ensure all returns comply with current tax laws and regulations.
      • Maintain accurate and organized records of client information and completed tax documents.
      • Stay updated on changes in federal, state, and local tax codes.
    • Quality Assurance
      • Review tax returns for accuracy before submission.
      • Assist clients in assembling documentation required for audits or notices.
      • File tax returns electronically or by mail and track filing status.
    • Customer Service
      • Handle client questions, address concerns, and provide follow-up support.
      • Maintain confidentiality and safeguard sensitive financial information.
  • Skills Required:
    • Technical Skills
      • Strong knowledge of federal, state, and local tax laws.
      • Proficiency with tax preparation software (e.g., TurboTax, Drake, ProSeries, TaxSlayer).
      • Familiarity with accounting principles and financial documents (W-2s, 1099s, K-1s, etc.).
      • Ability to analyze financial data and identify eligible credits/deductions.
    • Soft Skills
      • Excellent attention to detail and accuracy.
      • Strong analytical and problem-solving abilities.
      • Good communication and interpersonal skills for client interaction.
      • Ability to explain complex tax concepts in simple terms.
      • Strong organizational and time-management skills, especially during tax season.
    • Prefered Qualifications
      • PTIN (Preparer Tax Identification Number) — required for paid preparers in the U.S.
      • Enrolled Agent (EA), CPA, or AFSP certifications (preferred for advanced roles).
      • Experience working with individual or business tax filings.

Please click the button below to send an email to our hiring team. In your message, be sure to include your resume and cover letter for full consideration. We look forward to reviewing your application.

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Bookkeeper

  • Location: Remote
  • Rate / Salary: Contact for details
  • Job Type (Schedule): Full-time
  • Resposibilities:
    • Financial Recordkeeping
      • Maintain accurate and up-to-date financial records.
      • Record daily financial transactions (sales, receipts, invoices, payments).
      • Reconcile bank and credit-card statements.
    • Accounts Payable & Receivable
      • Prepare, process, and track invoices.
      • Manage outgoing bills and vendor payments.
      • Monitor customer accounts and follow up on overdue payments.
    • Payroll Support
      • Assist in preparing payroll or run payroll depending on company structure.
      • Track employee hours, benefits, deductions, and reimbursements.
    • Reporting
      • Produce regular financial reports such as balance sheets, income statements, and cash-flow summaries.
      • Assist with month-end and year-end closing processes.
      • Prepare documents for accountants or auditors.
    • Compliance & Documentation
      • Maintain orderly filing systems for financial documents.
      • Ensure compliance with company policies and relevant accounting regulations.
      • Assist with tax preparation by organizing necessary financial information.
  • Skills Required:
    • Technical Skills
      • Strong understanding of basic accounting principles (GAAP or local standards).
      • Proficiency with accounting software (e.g., QuickBooks, Xero, Sage, FreshBooks).
      • Knowledge of payroll systems and financial reporting tools.
      • Advanced Excel skills (pivot tables, formulas, data organization).
    • Soft Skills
      • High attention to detail and accuracy.
      • Strong organizational and time-management abilities.
      • Good communication skills for interacting with vendors, customers, and internal staff.
      • Problem-solving skills with the ability to investigate and resolve discrepancies.
      • Integrity and confidentiality when handling sensitive financial data.
    • Prefered Qualifications
      • Associate’s degree in Accounting, Finance, or related field.
      • Certification such as Certified Bookkeeper (CB) or QuickBooks ProAdvisor.
      • Experience in the industry of the hiring company (e.g., retail, construction, nonprofits).

Please click the button below to send an email to our hiring team. In your message, be sure to include your resume and cover letter for full consideration. We look forward to reviewing your application.

Send Email