Taxation and Accounting Professional

4 days ago


Fremont, California, United States Optimize Accounting Solutions Full time
Job Overview: As a highly skilled Taxation and Accounting Professional at Optimize Accounting Solutions, you will have the opportunity to work with small to mid-size businesses and high-net-worth individuals in the Bay area. Our boutique CPA firm provides Tax, Consulting, Accounting, Compliance, and Business Support services, allowing for a diverse range of tasks and challenges.

In this role, you will be responsible for reviewing and maintaining client accounts, generating reports, and troubleshooting issues in cloud-based tools such as QuickBooks Online & Desktop, Xero, Bill.com, Hubdoc, etc. You will also communicate with clients to request data and follow up on questions, prepare supporting documents for manager review, and maintain historical records by accurately filing documents physically and electronically.

The ideal candidate will have 2-5 years of experience in full-cycle bookkeeping using QBO/Xero/other accounting software, strong computer and technical skills, including Microsoft Office Suite, and a Bachelor's degree in accounting. A licensed CPA/EA or on-track status is preferred.

This is an excellent opportunity for someone looking to grow their accounting and tax career, working in a team atmosphere to deliver quality and timely service to our clients consistently. We offer a competitive salary range of $60,000-$80,000 per year, depending on experience.

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