Tax and Accounting Associate

Job Description

Job Description

Job Description & Responsibilities :

• Independently review and maintain multiple accounting client accounts utilizing cloud-based tools (QuickBooks Online & Desktop, Xero, Bill.com, Hubdoc, etc.)
• General bookkeeping, including recording transactions, bank feed, monthly account reconciliations, journal entries, reviewing receipts, etc.
• Generate reports from QuickBooks and Excel spreadsheets
• Troubleshoot client bookkeeping issues & QBO & other accounting software Cleanup for cash & accrual accounting
• Communicate with clients to request data, follow up on questions, etc.
• Prepare and file supporting documents for the manager’s review and approvals.
• Maintains historical records by accurately filing documents physically and electronically
• Prepare W2 & 1099’s at the end of the year for clients
• Prepare various tax returns (individuals, Corporations, partnerships, international, estate planning, etc.)
• Understand & Solve problems in all areas of US & International accounting & taxation
• Working successfully in a team environment
• Preparing tax protests and providing support to CPA on IRS audit representations
• Conducting tax and accounting-related research
• Assist with preparing and updating all other business-related licenses, documentation, and fillings
• Contributes to team effort by accomplishing related results as needed
• Responsible for daily admin activities

Job Qualifications :

• 2-5 years of working experience in full-cycle bookkeeping using QBO / Xero / other accounting software, looking to grow accounting & tax career
• 2 -5 years of working experience in using QBO involving troubleshooting data entry errors
• 2-5 years experience in areas of Bookkeeping, Payroll, Sales Tax, and generating Financials for clients in the USA working in different industries
• 2 -5 years of working experience with Strong Computer and technical skills, including Microsoft Office Suite, accounting, and tax software
• 2+ working experience in accurately filing documents physically and electronically
• 2-3 years of CPA Firm / Accounting Firm Experience required
• Working knowledge of Income-tax and accounting standards for business
• 2 -3 years of working experience with tax software Lacerte is required
• Required to take on challenges and learn new skills and software applications
• Bachelor’s degree in accounting
• Licensed CPA / EA or on track
• Ability to work independently and as part of a team
• 2+ years of working experience in Analytical and problem-solving skills
• Excellent written and verbal communications skills
• Interpersonal skills to effectively interact with clients, peers, and other contacts
• High integrity and Sensitive to confidential information individual with strong organizational skills, ability to multi-task on many different projects
• Deadline and detail-oriented personnel

Benefits :

• 80 hours of Vacation Time
• 24 hours Sick Time
• Medical Insurance
• Retirement Plans
• Seven Company Paid Holidays Annually

Company Description

Optimize Accounting Solutions is a local full-service boutique CPA firm in the Bay area. We provide Tax, Consulting, Accounting, Compliance, and Business Support services to small mid-size businesses and high-net-worth individuals.

Some of the services we provide include Consulting, Tax Compliance, Tax Planning, Rev-Rec, general accounting, bookkeeping, CPA / CFO services, Tax representations in front of IRS, FTB, and CDTFA, and help resolve client’s tax problems.

Optimize Accounting solutions is a modern CPA Firm that keeps up with new technologies to serve millennials and traditional clients.

We strive to deliver quality and timely service to our clients consistently. We accomplish this by learning together and using new technology to become more efficient in supporting our clients and their business in the best way possible and by investing in the right talent.

We provide a meaningful career and an environment to our employees that allows a stable work-life balance with the opportunity to grow within the firm.

If you enjoy working in a CPA firm environment and are ready to contribute your education and experience in taxation and accounting, then Optimize Accounting Solutions is right for you.

In addition, if you enjoy working in a team atmosphere to get projects completed at the highest quality and quantity possible, then the Optimize accounting solutions is the place to begin this journey.

Company Description

Optimize Accounting Solutions is a local full-service boutique CPA firm in the Bay area. We provide Tax, Consulting, Accounting, Compliance, and Business Support services to small mid-size businesses and high-net-worth individuals.

Some of the services we provide include Consulting, Tax Compliance, Tax Planning, Rev-Rec, general accounting, bookkeeping, CPA / CFO services, Tax representations in front of IRS, FTB, and CDTFA, and help resolve client’s tax problems.

Optimize Accounting solutions is a modern CPA Firm that keeps up with new technologies to serve millennials and traditional clients.

We strive to deliver quality and timely service to our clients consistently. We accomplish this by learning together and using new technology to become more efficient in supporting our clients and their business in the best way possible and by investing in the right talent.

r nWe provide a meaningful career and an environment to our employees that allows a stable work-life balance with the opportunity to grow within the firm.

r nIf you enjoy working in a CPA firm environment and are ready to contribute your education and experience in taxation and accounting, then Optimize Accounting Solutions is right for you.

In addition, if you enjoy working in a team atmosphere to get projects completed at the highest quality and quantity possible, then the Optimize accounting solutions is the place to begin this journey.