Bookkeeping & Tax Associate - Growth Role

RUBEN D ROSAS INC; Covina (CA); On-site; USD 50,000 - 62,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Job summary

RUBEN D ROSAS INC, Covina, CA, seeks a Bookkeeping & Tax Associate to support clients with accurate financial records and tax preparation. You will work in-office, grow into broader accounting duties, and join a team focused on quality and timely delivery.

The role emphasizes detail orientation and eagerness to learn firm processes, with growth potential through hands-on experience in tax and accounting tasks.

Qualifications

• 1–3 years of bookkeeping or accounting experience.
• Working knowledge of QuickBooks Desktop or QuickBooks Online.
• Strong attention to detail and willingness to learn.
• Ability to manage multiple tasks and deadlines.
• Strong communication and client-service skills.

Responsibilities

• Perform monthly bank and credit card reconciliations.
• Maintain accurate books using QuickBooks Desktop and QuickBooks Online.
• Assist with monthly and year-end financial statements.
• Support payroll, sales tax filings, and general compliance tasks.
• Help clients with bookkeeping questions and workflow improvements.
• Learn firm procedures and gradually take on more advanced responsibilities.

Skills

Bookkeeping

Accounting

QuickBooks

Tools

QuickBooks Desktop

QuickBooks Online

Lacerte Tax

Job description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off

Bookkeeping & Tax Associate (Growth Role)

Location: Covina, CA 91723

Employment Type: Full‑Time (In‑Office)

Rate: $50,000 - $62,000/year (DOE) + Benefits

About Us

We are a full‑service Accounting & Tax firm providing professional and personalized services to individuals and business clients. Our team works extensively with QuickBooks Desktop, QuickBooks Online, and Lacerte Tax Preparation software to deliver accurate, timely, and high‑quality work.

We’re looking for a Bookkeeping & Tax Associate who has a foundation in bookkeeping and is eager to grow into a broader accounting and tax role. This position is ideal for someone who is detail‑oriented, organized, and motivated to learn our firm’s processes.

What You’ll Do

Bookkeeping & Client Support

• Perform monthly bank and credit card reconciliations
• Maintain accurate books using QuickBooks Desktop and QuickBooks Online
• Assist with monthly and year‑end financial statements
• Support payroll, sales tax filings, and general compliance tasks
• Help clients with bookkeeping questions and workflow improvements
• Learn firm procedures and gradually take on more advanced responsibilities

Tax Support

• Assist in preparing individual and business tax returns
• Help organize tax documents and maintain compliance with deadlines
• Support the team with basic tax‑related tasks (training provided)
• Assist with IRS and state notice responses as needed

Qualifications

• 1–3 years of bookkeeping or accounting experience
• Working knowledge of QuickBooks Desktop or QuickBooks Online
• Strong attention to detail and willingness to learn
• Ability to manage multiple tasks and deadlines
• Strong communication and client‑service skills
• EA or CTEC‑Registered Tax Preparer is a plus, but not required
• Spanish bilingual ability is a plus

Benefits

• Competitive rate: $50,000 - $62,000/year (DOE)
• Health insurance
• Performance bonuses (Tax Season & Holiday)
• 401(k) with employer match
• Paid vacation, sick time, and holidays
• Supportive, stable work environment with long‑term growth potential

Schedule

• Monday–Friday, in‑office (Covina, CA)
• Overtime and weekend availability during tax season