Experienced Bookkeeper

About Us:

BBSI Tax is at the forefront of leveraging technology to deliver exceptional tax solutions. BBSI Tax, based in Canyon Lake, CA, specializes in innovative tax strategies to help clients achieve financial goals. Using cutting-edge technology, we provide exceptional, personalized tax solutions with a focus on integrity, diligence, and collaboration.

Position Overview:

We are seeking a highly skilled and experienced Bookkeeper to join our team. The ideal candidate will have extensive bookkeeping knowledge, excellent communication skills, and the ability to manage their own time effectively. At BBSI Tax, we prioritize communication and technology to ensure our clients feel heard and supported.

Key Responsibilities:

• Maintain accurate and up-to-date financial records for multiple clients.
• Categorize banking transactions and match payroll journal entries.
• Verify and match transfers between accounts and credit card payments.
• Serve as the main contact for the company, handling all incoming phone calls and client communications.
• Conduct Zoom meetings, including intake calls to assess client fit.
• Manage and complete tasks using bookkeeping software and applications such as QuickBooks and Taxdome.
• Ensure all month-end tasks, including balance sheet reconciliation and sales tax calculations, are completed accurately and on time.
• Provide exceptional support to clients through email, phone calls, and other communication channels

Requirements:

• 4+ years of QuickBooks experience.
• Self-motivated and capable of managing your task list and the associated deadlines
• Proficiency in Google Docs, Sheets, Gmail, Microsoft PowerPoint, and other bookkeeping software.
• Strong communication skills, both verbal and written.
• Comfortable speaking with clients on Zoom and conducting intake assessments.
• Ability to explain complex tax concepts clearly and concisely.
• High attention to detail and accuracy.

Benefits:

• 401(k) match up to 3%
• Long-term disability coverage (100% covered)
• Life insurance for employees (100% covered)
• Health insurance (75% covered for employees)
• 40 hours of paid sick or vacation time
• Flexible work schedule: 24-40 hour work weeks (Monday to Friday)
• Bonuses for exceptional performance

Why Join Us?

• Be part of a technology-savvy firm that values innovation.
• Work in a supportive environment where communication is key.
• 3 months in office probation period then enjoy a flexible work schedule that promotes work-life balance. Quarterly in office meetings may be required.
• Benefit from comprehensive health and financial benefits.

How to Apply:

If you are an experienced bookkeeper who thrives in a dynamic and technology-driven environment, we would love to hear from you. IMPORTANT Please apply at https://jobs.gusto.com/boards/bbsi-tax-ff801cc0-1ddc-42ed-ba6b-7cf0151ddec1 We won't be taking applications any other way. We look forward to learning more about you!

Compensation:

Negotiable, depends on your experience. Includes benefits, commission and bonuses

BBSI Tax is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.