Bookkeeper

Tax Relief Advocates; Irvine (CA); On-site; USD 75,000 - 83,000; Full time

Job summary

Tax Relief Advocates is seeking a detail-oriented Bookkeeper to join our Irvine, CA team onsite. You will manage accurate financial records, speak directly with clients, and participate in a commission-based earnings structure.

This role emphasizes client interaction and precise reporting in a fast-paced environment. You will verify data, prepare reports, and ensure compliance with GAAP and tax rules while leveraging QuickBooks Online and CRM/ERP tools.

Qualifications

• Bachelor’s degree in accounting, finance or related field or equivalent experience.
• Minimum 2 years in public accounting, CPA firm, or tax resolution office.
• Working knowledge of GAAP and tax regulations.
• Strong QuickBooks Online proficiency.
• CRM/ERP systems experience.
• Microsoft Office and Google Workspace proficiency.
• Excellent written and verbal communication skills.
• Ability to work independently and manage multiple priorities.

Responsibilities

• Verify, post, and reconcile bank and credit card data to produce P&L and balance sheets.
• Prepare clean accounting reports and present to management.
• Analyze financial statements and suggest efficiency improvements.
• Review systems and internal controls for enhancements.
• Review client documents for accuracy and compliance.
• Advise clients on liabilities and tax matters.
• Engage with clients directly and maintain case pipelines.
• Meet daily, weekly, monthly KPIs.

Skills

QuickBooks Online

CRM software

Microsoft Office

Attention to detail

Communication skills

GAAP knowledge

Tax knowledge

Client-facing

Analytical skills

Education

Bachelor’s degree in Accounting/Finance

Equivalent work experience

Public accounting experience

Tools

CRM software

ERP systems

Job description

We’re looking for a detail-oriented Bookkeeper who thrives in a fast-paced, client-facing environment and wants to work onsite in our Irvine office. If you enjoy owning accurate financial records, talking directly with clients, and seeing the direct impact of your work through commission upside, this role is built for you.

What You’ll Do

• Verify, allocate, post, and reconcile bank and credit card statements, journal entries, and other financial data to produce accurate profit & loss statements and balance sheets
• Prepare clean, error-free accounting reports and present results and recommendations to management
• Analyze financial statements, identify discrepancies, and recommend improvements in efficiency and spending
• Review and suggest modifications to accounting systems, procedures, and internal controls
• Review client documents for completeness and accuracy while following established protocols
• Advise clients on potential liabilities and compliance matters
• Work directly with clients, make outbound phone calls, and maintain an organized pipeline of active cases
• Meet established daily, weekly, and monthly performance metrics (KPIs)
• Perform other related duties as assigned

What We’re Looking For

• Bachelor’s degree in Accounting, Finance, or a closely related field (or equivalent work experience)
• Minimum of 2 years of experience in public accounting, a CPA firm, and/or a tax resolution office
• Working knowledge of GAAP and applicable federal and state tax laws, regulations, and filing deadlines
• Advanced proficiency with QuickBooks Online
• Proficiency with CRM/ERP systems
• Strong proficiency with Microsoft Office, Google Workspace, and standard office technology (including RingCentral or similar platforms)
• Exceptional analytical, problem-solving, and attention-to-detail skills
• Excellent written and verbal communication skills, able to explain technical tax and accounting concepts clearly to both technical and non-technical audiences
• Proven ability to work independently, manage multiple priorities in a fast-paced environment, and collaborate effectively with internal stakeholders and clients
• Demonstrated commitment to staying current with changes in tax law and accounting standards

Additional Skills That Stand Out

• Strong interpersonal and emotional intelligence skills (empathy, self-awareness, emotional regulation)
• Service-oriented mindset with the ability to build rapport quickly
• High professionalism, discretion, and commitment to confidentiality
• Solid understanding of IRS tax procedures, return processing, personal and business compliance, and identity theft issues

This is a hands-on role for someone who wants to be close to the work, close to the clients, and close to the results. If you’re ready to bring strong technical accounting skills and a client-first approach to an Irvine-based team, we’d like to hear from you.

Compensation & Work Setup

• Base salary: $75,000 – $83,000
• Volume-based commission opportunity
• Fully onsite in Irvine, CA

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. is an Equal Opportunity Employer. We value diversity and encourage all qualified individuals to apply.