Client Accounting & Tax Specialist

CBIZ; Los Angeles (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

CBIZ is seeking to fill accounting support duties in Los Angeles, including tax preparation, client billing, engagement letters, and basic bookkeeping. The role involves handling data from clients, preparing work papers, and processing documents with accounting software.

A team-friendly environment supports career growth within CBIZ CPAs and related services. The position emphasizes accuracy, communication skills, and the ability to work both independently and as part of a team, with standard

Qualifications

• High School Diploma or GED required.
• At least 3 years of accounting experience.
• Ability to work in a team environment as well as independently.
• Must maintain current licenses and certifications relevant to field of expertise.
• Proficient use of applicable technology.
• Demonstrated ability to communicate verbally and in writing.

Responsibilities

• May prepare corporate tax returns, client billing, engagement letters and contracts
• May complete bookkeeping and accounting duties for clients.This includes organizing and preparing work papers, preparing bank deposits and reconciliations; administering general ledger coding, postings and documents for correct entry
• Collect and enter/download data from clients and review for accuracy
• File and retrieve documents, records, and reports
• Prepare engagement letters and other correspondence with clients
• Back-end processing such as printing, copying, filing, basic quality assurance and delivery of tax returns
• Operates accounting and/or tax software to record, store and analyze data
• Additional responsibilities as assigned

Skills

Communication skills

Teamwork

Attention to detail

Proficient with technology

Education

Associate's degree

Tools

AgilLink

QuickBooks

Job description

CBIZ is seeking to fill accounting support duties in Los Angeles, including tax preparation, client billing, engagement letters, and basic bookkeeping. The role involves handling data from clients, preparing work papers, and processing documents with accounting software.

A team-friendly environment supports career growth within CBIZ CPAs and related services. The position emphasizes accuracy, communication skills, and the ability to work both independently and as part of a team, with standard