Confidential
We are a full-service CPA firm located in Aliso Viejo, California. We are seeking an experienced Bookkeeper with tax preparation knowledge.
The information below covers the role requirements, expected candidate experience, and accompanying qualifications.
*Key Responsibilities:*
*Bookkeeper:*
- Manage full cycle bookkeeping, including general ledger entries, bank reconciliations, and month-end closing process.
- Prepare and maintain financial reports, including profit and loss statements, balance sheets, and cash flow statements.
- Manage payroll processing and related reporting requirements.
*Tax Preparer:*
- Prepare federal & state tax returns for individuals and businesses.
- Recreation of tax returns for new onboarding clients.
*Qualifications:*
- 2-10 years of hands-on bookkeeping/accounting experience.
- Mastery in accounting software (QuickBooks Online, QuickBooks Desktop etc.) and Microsoft Excel.
- Strong understanding of accounting principles and financial reporting.
- Excellent organization skills and attention to detail.
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
- Experience in payroll processing and general HR-related accounting is a plus.
- 2-3 years of experience in tax preparation.
- Experience with Lacerte Tax Software.
Job Type: Part-time
Pay: $25.00 - $35.00 per hour
Expected hours: 15 – 20 per week
Ability to Commute: * Aliso Viejo, CA 92656 (Required)
Ability to Relocate: * Aliso Viejo, CA 92656: Relocate before starting work (Required)
Work Location: In person
The information below covers the role requirements, expected candidate experience, and accompanying qualifications.
*Key Responsibilities:*
*Bookkeeper:*
- Manage full cycle bookkeeping, including general ledger entries, bank reconciliations, and month-end closing process.
- Prepare and maintain financial reports, including profit and loss statements, balance sheets, and cash flow statements.
- Manage payroll processing and related reporting requirements.
*Tax Preparer:*
- Prepare federal & state tax returns for individuals and businesses.
- Recreation of tax returns for new onboarding clients.
*Qualifications:*
- 2-10 years of hands-on bookkeeping/accounting experience.
- Mastery in accounting software (QuickBooks Online, QuickBooks Desktop etc.) and Microsoft Excel.
- Strong understanding of accounting principles and financial reporting.
- Excellent organization skills and attention to detail.
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
- Experience in payroll processing and general HR-related accounting is a plus.
- 2-3 years of experience in tax preparation.
- Experience with Lacerte Tax Software.
Job Type: Part-time
Pay: $25.00 - $35.00 per hour
Expected hours: 15 – 20 per week
Ability to Commute: * Aliso Viejo, CA 92656 (Required)
Ability to Relocate: * Aliso Viejo, CA 92656: Relocate before starting work (Required)
Work Location: In person