California Staffing
Bookkeeper & Tax Preparer
We are seeking an experienced bookkeeper and tax preparer to support our busy tax season. You will primarily handle individual tax returns, contribute to light business tax filings, and manage full-cycle bookkeeping for select clients. QuickBooks is a critical tool for day-to-day operations, so proficiency is a must. Key responsibilities include: Prepare individual income tax returns (Form 1040 and related schedules A-E) Prepare a limited number of business returns (approx. 5%) Complete full-service bookkeeping, including account reconciliations and monthly profit & loss (P&L) statements, for 45 clients using QuickBooks Manage data entry for insurance-related business as needed Communicate with clients regarding missing information and filing status Use Drake and QuickBooks daily Requirements: Active CTEC registration (required) 2+ years' experience in tax preparation (focus on individual returns) Direct experience preparing schedules A, B, C, D, and E Strong QuickBooks proficiency, including generating P&L reports and account reconciliation Prior use of Drake software preferred, or ease with similar tax platforms Bookkeeping experience from data entry through financial statement generation Attention to detail, confidentiality, and strong organizational skills
We are seeking an experienced bookkeeper and tax preparer to support our busy tax season. You will primarily handle individual tax returns, contribute to light business tax filings, and manage full-cycle bookkeeping for select clients. QuickBooks is a critical tool for day-to-day operations, so proficiency is a must. Key responsibilities include: Prepare individual income tax returns (Form 1040 and related schedules A-E) Prepare a limited number of business returns (approx. 5%) Complete full-service bookkeeping, including account reconciliations and monthly profit & loss (P&L) statements, for 45 clients using QuickBooks Manage data entry for insurance-related business as needed Communicate with clients regarding missing information and filing status Use Drake and QuickBooks daily Requirements: Active CTEC registration (required) 2+ years' experience in tax preparation (focus on individual returns) Direct experience preparing schedules A, B, C, D, and E Strong QuickBooks proficiency, including generating P&L reports and account reconciliation Prior use of Drake software preferred, or ease with similar tax platforms Bookkeeping experience from data entry through financial statement generation Attention to detail, confidentiality, and strong organizational skills