Tax and Accounting Professional

4 weeks ago


Fremont, California, United States Optimize Accounting Solutions Full time
Job Summary

Optimize Accounting Solutions is seeking a highly skilled Tax and Accounting Associate to join our team. As a key member of our accounting team, you will be responsible for providing exceptional accounting and tax services to our clients. Your expertise in QuickBooks, Xero, and other accounting software will enable you to efficiently manage client accounts, generate reports, and troubleshoot bookkeeping issues. Additionally, you will work closely with clients to communicate their needs, prepare and file supporting documents, and maintain accurate records. If you possess a strong understanding of US and international accounting and taxation, excellent analytical and problem-solving skills, and a passion for delivering high-quality results, we encourage you to apply for this exciting opportunity.

Key Responsibilities
  • Manage multiple client accounts using cloud-based accounting tools, including QuickBooks Online and Desktop, Xero, and Bill.com.
  • Perform general bookkeeping tasks, such as recording transactions, bank feed, monthly account reconciliations, and journal entries.
  • Generate reports from QuickBooks and Excel spreadsheets to provide clients with accurate financial information.
  • Troubleshoot client bookkeeping issues and resolve problems in areas of US and international accounting and taxation.
  • Communicate with clients to request data, follow up on questions, and provide exceptional customer service.
  • Prepare and file supporting documents for manager review and approval.
  • Maintain accurate records by filing documents physically and electronically.
  • Prepare W2 and 1099 forms for clients at the end of the year.
  • Prepare various tax returns, including individuals, corporations, partnerships, and international tax returns.
  • Conduct tax and accounting-related research to stay up-to-date on industry developments.
  • Assist with preparing and updating business-related licenses, documentation, and filings.
Requirements
  • 2-5 years of experience in full-cycle bookkeeping using QuickBooks, Xero, or other accounting software.
  • Strong understanding of US and international accounting and taxation standards.
  • Excellent analytical and problem-solving skills.
  • Ability to work independently and as part of a team.
  • Strong communication and interpersonal skills.
  • High integrity and sensitivity to confidential information.
  • Deadline and detail-oriented with strong organizational skills.
Benefits
  • 80 hours of vacation time.
  • 24 hours of sick time.
  • Medical insurance.
  • Retirement plans.
  • Seven company-paid holidays annually.


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