Tax and Accounting Associate

Optimize Accounting Solutions

Fremont, CA

$52,000 to $80,000 Yearly
Medical , Retirement
Full-Time

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.

Why Work Here?

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

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.