Current Job Openings

Duties:

• Answering and directing phone calls

• Schedule appointments

• Greet clients when entering the office

• Invoice clients and receive payments (cash, card, or check)

• Communicate with clients via phone and email

• Receive and file client documents

• Receive and sort mail

• Manage, clean, and organize the front desk

• Maintain and keep track of office supplies

• Various clerical tasks as needed

Qualifications:

• Must be bilingual (English/Spanish)

• High school diploma, preferred

• Strong communication skills with clients and team members to ensure smooth process for everyone

• Customer service skills to originate an excellent customer service experience by phone, text and in person.

• Multitasking skills

• Microsoft Office (Word, Excel)

• Keyboard writing skills and 10 Key

• Handles pressure in fast-paced working environment

Duties:

• Data entry

• Bank, credit card, and loan reconciliations

• Prepare and post adjusting journal entries

• Prepare and post payroll journal entries

• Enter monthly sales receipts

• Produce basic financial statements (P&L and balance sheet)

• Request missing information from clients

• Provide bookkeeping to various industries and ability to think outside of the box

Qualifications:

• Must be bilingual (Spanish/English)

• Proficient with QuickBooks and Microsoft Excel

• Attention to detail and strong organizational skills

• Strong communication skills with clients and co-workers

• Ability to manage multiple deadlines and priorities

• Strong work ethic required

• At least one year of bookkeeping experience

• AA in bookkeeping/accounting preferred

• Basic knowledge of GAAP rules

Duties:

• Help individuals prepare and file their tax returns

• Educate and explain tax preparation process and tax return to clients

• Check for the acceptance of client tax returns to both IRS and CA FTB

• Help clients renew and apply for Individual Taxpayer Identification Number (ITIN)

• Assist clients with any notices from IRS or CA FTB

• Collect relevant forms and financial information to prepare tax returns

• Ensure accuracy and compliance with tax laws

• Advise clients on deductions and credits to minimize their income tax

• Maintain client confidentiality and privacy

Qualifications:

• Must be bilingual (Spanish/English)

• CTEC license

• PTIN (Preparer Tax Identification Number

• One tax season experience filing tax returns

• Time management and ability to meet tight deadlines