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Company

Optimize Accounting Solutions · 1 day ago

Full Cycle Accountant

Fremont, CA

Full-time

Remote

Mid Level

3+ years exp

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AccountingConsulting

No H1B

U.S. Citizen Only

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Responsibilities

Independently oversee & maintain full-cycle accounting, including journal entries, financial reporting, budgeting, and forecasting for all client accounts utilizing cloud-based tools (QuickBooks Online & Payroll platforms, etc.)

Independently oversee & maintain monthly, quarterly, and yearly bookkeeping for small to mid-size businesses.

Ensure accurate and timely financial reporting in compliance with US accounting standards.

Set up and manage ADP Payroll processes, QuickBooks Online ensuring seamless integration and operations.

Collaborate effectively with clients and internal teams, providing expert financial insights and support to ensure client's and team's satisfaction.

Responsible for monitoring, documenting SOP’s, and improving accounting & Compliance processes to drive efficiency and accuracy.

Troubleshoot client bookkeeping issues & QBO & other related software's to provide training and guidance to the team.

Proactively communicate with clients to request data, follow up on questions, provide timely information, etc.

Oversee and Maintain historical records by accurately filing documents physically and electronically

Review and file W2 & 1099’s at the end of the year for clients and responsible for year-end close.

Prepare and review various types of tax returns (individuals, Corporations, partnerships, international, estate planning, etc.)

Understand & Solve problems in all areas of US accounting & bookkeeping

Working successfully in a team environment

Conducting accounting and tax-related research

Responsible for preparing and updating all other business-related licenses, documentation, and fillings

Independently complete & assist the office manager/partner with admin-related activities such as answering phone calls, managing company emails, replying to prospective clients, project management, etc.

Responsible for overseeing daily admin activities

Qualification

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QuickBooks OnlineADP PayrollFull-cycle bookkeepingCPA Firm experienceLacerteAccounting standardsMicrosoft Office SuiteG-Suite

Required

3-5 years working experience in full-cycle bookkeeping using QBO, other accounting, and major payroll software’s, looking to grow accounting & tax career

3 -5 years of hands on working experience in using QBO involving troubleshooting data entry errors and payroll integrations

3-5 years experience in areas of Bookkeeping, Payroll, Sales Tax, and Financial reviews of clients accounting in the USA working in different industries

3 -5 years working experience of Strong Computer and technical skills including Microsoft Office Suite, G-Suite, accounting and tax software’s

Efficient and experienced in current technology

3+ working experience of accurately filling documents physically and electronically

3-4 years of CPA Firm / Accounting Firm Experience required

3-5 years of working knowledge of accounting and tax standards for business

3 -5 years of working experience in Lacerte or other tax software

Required to take challenges and learn new skills and software applications

Demonstrated ability to work independently in a remote work environment as part of a team

3+ years of working experience in Analytical and problem-solving skills

3+ years of Excellent professional written and verbal communications skills are required to interact effectively with clients and team members.

Interpersonal skills to effectively interact with clients, peers, and other contacts

Expertise in financial review, feedback, training to staff, reporting, analysis, and budgeting.

Proficiency in QuickBooks Online and ADP Payroll, with a solid understanding of setup and management.

High integrity and Sensitive to confidential information individual with strong organizational skills, ability to multi-task on many different projects

Deadline and detail-oriented personnel

Must be a US resident.