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Client Finance & Tax Specialist

Finaccurate, LLC • Newton, MA, US • published 2026-11-09 19:00:02.175160

Description

On\-site \| Full\-time *Newton, MA* **About FinAccurate** FinAccurate is a tax advisory and accounting firm serving small businesses and individuals. We need an experienced bookkeeper and tax preparer to manage a portfolio of business clients. You'll handle their books periodically and prepare their returns, and your work will be reviewed by senior staff. **Position Overview** FinAccurate is seeking a professional and client\-focused Finance \& Tax Specialist to manage an existing client portfolio, review financial records, support tax\-related matters, and maintain strong client relationships. The ideal candidate can connect the entire client workflow: *Bookkeeping Review → Financial Review → Tax Readiness → Client Communication* This role requires strong financial\-review skills, practical bookkeeping and tax knowledge, and the ability to identify issues, advise clients, and clearly explain financial matters. **Key Responsibilities** *Financial Review and Accounting* · Review financial statements, reconciliations, general ledgers, and month\-end activity for accuracy and completeness. · Ensure bookkeeping records are organized, accurate, and ready for financial reporting and tax ...

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