Mission Oaks Tax and Accounting · 4 months ago
Staff Accountant II
Mission Oaks Tax and Accounting is a dynamic and fast-paced accounting firm located in Camarillo, CA. They are seeking a motivated and detail-oriented Tax & Accounting Professional to provide exceptional service and strategic advice to their diverse clientele. The role involves preparing tax returns, reconciling accounts, conducting client meetings, and providing QuickBooks Online support.
Accounting
Responsibilities
Prepare tax returns for individuals and businesses using Lacerte tax software
Reconcile monthly accounts for our bookkeeping clients
Conduct monthly client meetings to discuss their financial books
Handle and process 1099s and payroll postings
Provide timely QuickBooks Online (QBO) support to clients and generate reports as needed
Review client accounts to proactively identify their accounting and tax needs
Utilize critical thinking and expertise to advise clients efficiently
Qualification
Required
Bachelor's degree in Accounting, Tax, or a related field
QuickBooks Online (QBO) Certification
Relevant experience in tax and accounting
Strong communication and interpersonal skills
Ability to work in a dynamic, fast-paced environment
Preferred
CPA Candidate, EA Candidate, or CTEC (California Tax Education Council) registration
Experience with Lacerte tax software and TaxDome or other practice management software
Specialized knowledge in Estate & Trust Planning, Real Estate Tax Strategy, or Small Business Accounting (especially in Construction, Manufacturing, or Ecommerce)
Benefits
401k with company matching.
Health, dental, and vision insurance.
Two weeks paid time off and additional
10 Paid Holidays off, (plus more sprinkled in)
Paid Sick time
Paid Bereavement leave