Assistant Accountant Jobs in San Ramon, CA (NOW HIRING)

We are looking for a proactive, detail-oriented Full-Cycle Accountant with expertise in QuickBooks Online and Major Payroll platforms. This remote position is ideal for a self-motivated professional who thrives in an independent work environment and excels at managing accounting functions from start to finish.

Key Responsibilities:

• Independently oversee & maintain full-cycle accounting, including journal entries, financial reporting, budgeting, and forecasting for all client accounts utilizing cloud-based tools (QuickBooks Online & Payroll platforms, etc.)
• Independently oversee & maintain monthly, quarterly, and yearly bookkeeping for small to mid-size businesses.
• Ensure accurate and timely financial reporting in compliance with US accounting standards.
• Set up and manage ADP Payroll processes, QuickBooks Online ensuring seamless integration and operations.
• Collaborate effectively with clients and internal teams, providing expert financial insights and support to ensure client's and team's satisfaction.
• Responsible for monitoring, documenting SOP’s, and improving accounting & Compliance processes to drive efficiency and accuracy.
• Troubleshoot client bookkeeping issues & QBO & other related software's to provide training and guidance to the team.
• Proactively communicate with clients to request data, follow up on questions, provide timely information, etc.
• Oversee and Maintain historical records by accurately filing documents physically and electronically
• Review and file W2 & 1099’s at the end of the year for clients and responsible for year-end close.
• Prepare and review various types of tax returns (individuals, Corporations, partnerships, international, estate planning, etc.)
• Understand & Solve problems in all areas of US accounting & bookkeeping
• Working successfully in a team environment
• Conducting accounting and tax-related research
• Responsible for preparing and updating all other business-related licenses, documentation, and fillings
• Independently complete & assist the office manager/partner with admin-related activities such as answering phone calls, managing company emails, replying to prospective clients, project management, etc.
• Responsible for overseeing daily admin activities

Qualifications:

• 3-5 years working experience in full-cycle bookkeeping using QBO, other accounting, and major payroll software’s, looking to grow accounting & tax career
• 3 -5 years of hands on working experience in using QBO involving troubleshooting data entry errors and payroll integrations
• 3-5 years experience in areas of Bookkeeping, Payroll, Sales Tax, and Financial reviews of clients accounting in the USA working in different industries
• 3 -5 years working experience of Strong Computer and technical skills including Microsoft Office Suite, G-Suite, accounting and tax software’s
• Efficient and experienced in current technology
• 3+ working experience of accurately filling documents physically and electronically
• 3-4 years of CPA Firm / Accounting Firm Experience required
• 3-5 years of working knowledge of accounting and tax standards for business
• 3 -5 years of working experience in Lacerte or other tax software
• Required to take challenges and learn new skills and software applications
• Bachelor’s degree in accounting is preferred
• Licensed CPA / EA or on track will be plus
• Demonstrated ability to work independently in a remote work environment as part of a team
• 3+ years of working experience in Analytical and problem-solving skills
• 3+ years of Excellent professional written and verbal communications skills are required to interact effectively with clients and team members.
• Interpersonal skills to effectively interact with clients, peers, and other contacts
• Expertise in financial review, feedback, training to staff, reporting, analysis, and budgeting.
• Proficiency in QuickBooks Online and ADP Payroll, with a solid understanding of setup and management.
• 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
• Must be a US resident.

Benefits:

• 80 hours Vacation Time
• 24 hours Sick Time
• Medical Insurance
• Retirement Plans with employer match benefits
• Seven Company Paid Holidays Annually

Optimize Accounting Solutions is a women-led tax planning and advisory firm founded and led by Parmjit (Pam) Brar, CPA, CTS, based in the Bay Area, California. Pam brings more than 20 years of individual experience in tax strategy and planning, and founded OAS in 2014 to bring that level of expertise to a dedicated, proactive advisory firm. Over more than a decade, OAS has built a strong foundation of client trust and results, and we are now in an active growth phase, expanding our team and capacity to serve even more clients at the same high standard. We specialize in serving small- to mid-size businesses in the healthcare and technology sectors, as well as high-income professionals such as physicians, dentists, and executives, across the Bay Area, California, and other states. Our services include Tax Planning and Advisory, Tax Preparation, Fractional CFO Services, Monthly Bookkeeping, Payroll Processing and Compliance, Government Notice Resolution, and Business Compliance for clients locally and nationwide.

We hold ourselves to a white-glove standard: every client interaction is proactive, every deliverable is on time, and every client feels like they are our only client. We help business owners and professionals avoid overpaying in taxes and maximize their financial outcomes, all while operating with the highest moral and ethical standards.

We invest in our team the same way we invest in our clients. At OAS, you will find a firm where A-players own outcomes, performance drives growth, and the work you do directly impacts the clients and communities we serve. We offer a meaningful career, real ownership of your work, and a clear path to leadership for those who earn it. Everything we do is grounded in four core values.