Job Summary:
We are seeking a highly skilled and detail-oriented Lead Bookkeeper + Tax Preparer + Data Entry Specialist to join our team at TLH Financial, LLC. This role requires a strong background in bookkeeping, proven U.S.-based tax preparation experience (individual + business), and excellent client communication skills.
As part of our team, you will be responsible for maintaining accurate financial records, preparing federal and state tax returns, managing reconciliations, and ensuring compliance across multiple client accounts. You’ll also play a vital role in client engagement by leading calls, reviewing reports, and helping clients clearly understand their financial position
Important: This is not a call center role. The position involves approximately 50 client calls per month, focused on relationship-building, financial clarity, and proactive guidance—not high-volume or scripted service.

QUALIFICATIONS

• 3–5+ years of U.S.-based bookkeeping experience.
• Proven experience in both individual and business tax preparation.
• Solid understanding of bookkeeping, accounting principles, and payroll.
• Strong proficiency in QuickBooks Online (required).
• Experience with TaxDome and Go High Level (GHL) preferred.
• Proficient in Microsoft Office and accounting software.
• Strong written and verbal communication skills.
• Ability to manage multiple client accounts independently.
• High level of integrity, professionalism, and confidentiality.

SKILLS

• Excellent organizational and prioritization skills.
• Strong attention to detail and accuracy.
• Ability to explain financial results clearly to clients.
• Problem-solving and analytical mindset.
• Strong interpersonal and client relationship skills.
• Ability to maintain confidentiality and professionalism.
  Job Type: Contract
  Pay: $17.00 - $23.00 per hour

Benefits:

• Flexible schedule
• Work from home

Work Location: Remot

• Manage and oversee bookkeeping for multiple clients with accuracy and compliance.
• Record financial transactions, including purchases, sales, receipts, and payments.
• Reconcile bank accounts and perform account analysis on assets and liability accounts.
• Prepare monthly, quarterly, and annual financial statements.
• Manage payroll and payroll tax filings.
• Prepare and file individual and business federal and state tax returns.
• Review and analyze tax data to ensure compliance with current regulations.
• Maintain complete filing systems and accurate financial records.
• Provide clear, actionable insights during client calls (~50/month).
• Collaborate with the team to improve workflows and client experience.