Job Description
Job Description
Premier Tax & Finance is a boutique tax and accounting firm located in Ventura County CA. Our company is committed to providing top-notch financial services to our clients while fostering a collaborative and remote-friendly work environment.
Preferred candidates will have their own set of books with experience in providing bookkeeping services to multiple clients in various industries. Candidates will need to be accessible during normal business hours for questions from clients and attend a weekly meeting with management. Attention to detail and accuracy are paramount.
You will be expected to work 30 - 40 hours per month (heavily weighted in the first two weeks of the calendar month) assisting to service and meet deadlines for our established and increasing roster of clients. Depending on the needs of the company and your availability, this position could lead to more hours per month.
Duties and Responsibilities:
- Enter data, maintain records, and create reports
- Conduct monthly reconciliation of accounts
- Ability to reconcile payroll with accounts
- Proficient in processing payroll and retrieving related data
- Prepare accurate monthly Financial Statements
- Assistance with Sales Tax and filing reports for CDTFA
- EDD Report Filing (if required)
- DE9 Filing (as needed)
- Thorough understanding of Financial Statements is essential
- Prepare 1099s, and W2s
- Record Journal Entries
- Provide QBO training to clients
- Special projects as assigned by the manager
Qualifications:
- Experience working in an accounting firm or having your own set of books
- Minimum of 5 years of bookkeeping experience
- Proficient in QuickBooks Desktop and QBO
- Proficient in Sales and Use Tax - CDTFA
- Mark to Market experience is a plus
- Proactive work ethic with the ability to meet deadlines.
- Consistently demonstrate strong attention to detail and accuracy.
- Ability to effectively communicate financial information to management and work collaboratively to achieve the company's financial goals