Staff - Admin, Tax & Bookkeeping (Staff; Contract-to-hire)

Company Description

SUIG CPAs & Advisors is a boutique CFO & Strategic Finance, Accounting & Finance Operations (AFO), M&A Advisory, and Integrated Tax firm serving founders, investors, and capital-backed businesses in the lower to middle market. We blend Big 4 expertise with hands-on strategic partnership, helping clients strengthen financial infrastructure, improve performance, prepare for capital, and navigate growth or exit events. Visit www.suigco.com for more info about the company.

We are seeking an Accounting/Bookkeeping & Tax Clerk to support our expanding tax, payroll, and accounting operations during peak season. This contract role may lead to long-term or full-time opportunities and is ideal for someone seeking broad, résumé-building exposure beyond traditional tax compliance and transactional bookkeeping – including advisory, finance operations support, and consulting experience seldom available in small firm environments.

Type: Contract – 6 Months (Seasonal); Opportunity for Long-Term Extension/Full-Time
Location: Hybrid (Canton) initially; Remote with Availability

Position Summary

The Accounting/Bookkeeping & Tax Clerk supports SUIG’s tax, payroll, accounting operations, and finance workflows, playing an essential role in keeping client and internal processes running smoothly during peak periods. This role goes beyond basic data entry or transactional bookkeeping – it provides hands-on exposure to real-world finance operations, including month-end support, workpaper preparation, financial organization, simple tax return drafting, payroll support, and system clean-up aligned with SUIG’s AFO and CFO pathways.

This position is ideal for:

· Early-career professionals who want to build strong technical foundations and gain exposure to advisory-leaning work in a dynamic environment.

· Experienced bookkeepers, tax admins, or clerks seeking to strengthen analytical skills, elevate beyond transactional work, and learn how finance functions support scaling businesses.

· Seasonal or part-time professionals looking for flexible hours during tax season who still want meaningful, résumé-enhancing work that extends beyond traditional compliance roles.

Whether early-career or experienced, the right candidate will be detail-oriented, eager to learn, and capable of supporting higher-level staff through disciplined execution and strong organizational skills – with long-term potential for growth into AFO, tax, advisory, or senior support roles.

Key Responsibilities (Revised for Growth)

Tax & Payroll Support

• Prepare simple Individual & Business (Schedule C, Schedule E, 1065, 1120, 1120-S, 990) returns and supporting schedules using Drake and under supervision.
• Prepare 1099 listings, vendor reviews, and draft 1099-NEC/MISC forms.
• Assist with payroll data entry, employee setup, and support for quarterly/annual filings.

Accounting & Finance Operations (AFO Support)

• Perform QBO bookkeeping prep: coding, categorizing, and reconciling basic accounts.
• Gather documentation and prepare GAAP-aligned workpapers for month-end close.
• Support cleanup and organization of financial systems for scaling businesses.
• Prepare financial summaries, checklists, and documents used by senior staff.

Client & Internal Coordination

• Communicate with clients about missing documentation and upcoming deadlines.
• Maintain organized digital files and documentation workflows.
• Prepare client deliverables (PDFs, structured folders, data summaries).
• Communicate effectively, with a focus on clarity and client service.

Qualifications

Education

• Coursework or degree in Accounting, Finance, Business Administration, or related field preferred.
• Strong aptitude for financial concepts and analytical thinking required.
• Background in public accounting a plus

Technical Skills

• Familiarity with QuickBooks Online and Microsoft 365. Drake preferred.
• Strong Excel skills (sorting, basic formulas, data validation).
• Willingness to learn tax software (Drake) and SUIG-standard workpaper processes.

Professional Skills

• Highly organized, dependable, and detail-oriented.
• Strong communication skills and willingness to engage with clients.
• Ability to follow structured processes and meet deadlines.
• Curiosity and eagerness to develop beyond transactional work.
• Operates with ownership, urgency, and professionalism.

Professional Growth Indicators (What We’re Actually Looking For)

• Demonstrates initiative and rapid learning.
• Has the capacity to grow into AFO, advisory, or senior tax roles.
• Comfortable in dynamic environments with shifting priorities.
• Shows long-term potential to support more complex tax, CFO-SFA, and AFO engagements with training.

Please submit your resume and a brief cover letter to contact@suigco.com.

Join SUIG as a trusted advisor, contributing to our clients’ ability to grow, scale and exit successfully!

Pay: $21.65 - $26.48 per hour

Expected hours: 20.0 – 25.0 per week

Benefits:

• Flexible schedule
• Paid training
• Professional development assistance
• Work from home

Work Location: Hybrid remote in Canton, OH 44708