Accounting/Tax Office Clerk – CPA Firm (Seasonal w permanent option )
Tax Office Clerk
Seasonal (Jan-April) | Full-time | In-Person (Maui CPA Firm) | $18-25/hr
About the Role
Khalsa CPA Services (www.khalsacpaservices.com) is seeking an Accounting/Tax Clerk to assist with tax return processing and client communication in an organized, modern, software-driven CPA firm. The is a hands-on role, working with client documents, and entering data into tax software, track missing information, assembling tax returns, billing, and keeping the workflow updated.
This position is ideal for someone who finds satisfaction in accurate, detail-oriented work and the reward of seeing projects completed cleanly and on time.
It is a great opportunity for someone who is interested in accounting and tax who has, or is looking to gain, experience in the public accounting industry.
There is an option to transition to a full-time accounting clerk after tax season, with career advancements and training.
What You’ll Do
Receive and Process Client Tax Data: Collect information from the mail, inbox or software and process next steps
Document Handling: Scan and enter W-2s, 1099s, and other forms, check for accuracy against prior-year records, and assemble tax packages for delivery.
Workflow Management: Keep projects on track by updating workflow status, monitoring deadlines, and following up promptly on missing information.
Client Coordination: Follow up with clients for any missing data, and reply to client inquiries, under the supervision of a certified accountant.
Billing and E-signatures: Prepare client billing, send Docusign e-signatures envelopes.
Requirements
Prior work in a professional setting with client communication, confidential documents and data entry.
Familiarity with Microsoft Office, and online software
Proficiency in Excel/Word and digital document handling
Excellent communication and documentation skills.
Note: Experience with tax documents, QuickBooks or accounting is a plus!
Desired Attributes
Personality fit: thrives on lists, deadlines, high-volume workflow
Desire to learn and grow in the accounting/tax industry
Why Join Us
Calm, structured, organized environment
Busy but supported spring season. Minimal overtime, and if you transition to a permanent job - balanced year-round work, flexibility in summer schedule
How to Apply
Please fill out the application form here: https://forms.cloud.microsoft/r/hNBQqNn8rY
Or visit our website if this link does not work to access it: https://www.khalsacpaservices.com/careers.php
We have two positions available for the tax season and one long term permanent position after that.
We value accuracy, organization, and timely completion of all work, in a calm supported environment. We believe in investing in our staff and are looking for long-term growth candidates. We look forward to supporting the next generation of accountants to thrive and grow in a positive manner.