Optimize Accounting Solutions
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Full Cycle Accountant
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Optimize Accounting Solutions Join to apply for the
Full Cycle Accountant
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Optimize Accounting Solutions Job Description
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.
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
Job Description
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
Company Description
At Optimize Accounting Solutions, we want to help our clients and their business be successful and save money. We do this by gaining a clear understanding of their financial situation, and determining how our expertise can best serve their needs.
We are a full-service boutique CPA firm in the Bay area, California. We provide Proactive Tax Planning, Advisory, Tax Prep, Consulting, Accounting, Compliance, and Business Support services to small – mid-size businesses and high-net-worth individuals.
With more than 15 years experience working with clients, we operate from a high moral and ethical standard, ensuring business owners and professionals are not overpaying on taxes, and therefore are maximizing profits. Our carefully curated tax plans are designed to adapt with the ever-changing rules and regulations, and we work side-by-side with each client to assure the utmost of confidence. Our dedication to staying up-to-date with the latest technology offers clients efficiency and accuracy as we work together to create their financial future.
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 grow your career.
At Optimize Accounting Solutions, we want to help our clients and their business be successful and save money. We do this by gaining a clear understanding of their financial situation, and determining how our expertise can best serve their needs. We are a full-service boutique CPA firm in the Bay area, California. We provide Proactive Tax Planning, Advisory, Tax Prep, Consulting, Accounting, Compliance, and Business Support services to small – mid-size businesses and high-net-worth individuals. With more than 15 years experience working with clients, we operate from a high moral and ethical standard, ensuring business owners and professionals are not overpaying on taxes, and therefore are maximizing profits. Our carefully curated tax plans are designed to adapt with the ever-changing rules and regulations, and we work side-by-side with each client to assure the utmost of confidence. Our dedication to staying up-to-date with the latest technology offers clients efficiency and accuracy as we work together to create their financial future. 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 grow your career. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Finance Industries Accounting Referrals increase your chances of interviewing at Optimize Accounting Solutions by 2x Get notified about new Accountant jobs in
Fremont, CA . Union City, CA $75,000.00-$90,000.00 1 month ago San Francisco Bay Area $92,433.00-$144,031.00 2 weeks ago San Francisco Bay Area $70,000.00-$100,000.00 3 weeks ago Fremont, CA $70,000.00-$86,400.00 1 week ago San Francisco Bay Area $70,000.00-$100,000.00 2 weeks ago Mountain View, CA $120,000.00-$151,000.00 1 week ago San Francisco Bay Area $80,000.00-$125,000.00 2 weeks ago Accounts Receivable Specialist/ Staff Accountant-Contractor
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Full Cycle Accountant
role at
Optimize Accounting Solutions Join to apply for the
Full Cycle Accountant
role at
Optimize Accounting Solutions Job Description
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.
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
Job Description
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
Company Description
At Optimize Accounting Solutions, we want to help our clients and their business be successful and save money. We do this by gaining a clear understanding of their financial situation, and determining how our expertise can best serve their needs.
We are a full-service boutique CPA firm in the Bay area, California. We provide Proactive Tax Planning, Advisory, Tax Prep, Consulting, Accounting, Compliance, and Business Support services to small – mid-size businesses and high-net-worth individuals.
With more than 15 years experience working with clients, we operate from a high moral and ethical standard, ensuring business owners and professionals are not overpaying on taxes, and therefore are maximizing profits. Our carefully curated tax plans are designed to adapt with the ever-changing rules and regulations, and we work side-by-side with each client to assure the utmost of confidence. Our dedication to staying up-to-date with the latest technology offers clients efficiency and accuracy as we work together to create their financial future.
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 grow your career.
At Optimize Accounting Solutions, we want to help our clients and their business be successful and save money. We do this by gaining a clear understanding of their financial situation, and determining how our expertise can best serve their needs. We are a full-service boutique CPA firm in the Bay area, California. We provide Proactive Tax Planning, Advisory, Tax Prep, Consulting, Accounting, Compliance, and Business Support services to small – mid-size businesses and high-net-worth individuals. With more than 15 years experience working with clients, we operate from a high moral and ethical standard, ensuring business owners and professionals are not overpaying on taxes, and therefore are maximizing profits. Our carefully curated tax plans are designed to adapt with the ever-changing rules and regulations, and we work side-by-side with each client to assure the utmost of confidence. Our dedication to staying up-to-date with the latest technology offers clients efficiency and accuracy as we work together to create their financial future. 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 grow your career. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Finance Industries Accounting Referrals increase your chances of interviewing at Optimize Accounting Solutions by 2x Get notified about new Accountant jobs in
Fremont, CA . Union City, CA $75,000.00-$90,000.00 1 month ago San Francisco Bay Area $92,433.00-$144,031.00 2 weeks ago San Francisco Bay Area $70,000.00-$100,000.00 3 weeks ago Fremont, CA $70,000.00-$86,400.00 1 week ago San Francisco Bay Area $70,000.00-$100,000.00 2 weeks ago Mountain View, CA $120,000.00-$151,000.00 1 week ago San Francisco Bay Area $80,000.00-$125,000.00 2 weeks ago Accounts Receivable Specialist/ Staff Accountant-Contractor
Union City, CA $100,000.00-$115,000.00 1 month ago San Jose, CA $78,045.00-$94,659.00 1 month ago Junior Project Accountant--Northern California
San Francisco Bay Area $75,000.00-$95,000.00 1 month ago San Francisco Bay Area $75,000.00-$95,000.00 1 month ago Menlo Park, CA $91,000.00-$133,000.00 2 weeks ago San Francisco Bay Area $124,000.00-$139,000.00 2 weeks ago Palo Alto, CA $90,000.00-$130,000.00 1 month ago Mountain View, CA $88,600.00-$110,800.00 5 days ago San Francisco Bay Area $70,000.00-$78,000.00 3 weeks ago San Carlos, CA $102,334.00-$126,605.00 1 month ago Brisbane, CA $70,000.00-$80,000.00 1 month ago Menlo Park, CA $95,000.00-$110,000.00 1 month ago San Francisco Bay Area $100,000.00-$116,000.00 2 weeks ago Hayward, CA $80,000.00-$90,000.00 3 weeks ago Palo Alto, CA $84,000.00-$104,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr