Senior Corporate Bookkeeper & Tax Pro (Part-Time)

Hoffman & Associates; San Diego (CA); Sur place; USD 110 000 - 150 000; Temps partiel

Résumé du poste

Hoffman & Associates in San Diego is seeking an experienced Senior Tax & Accounting Professional to join the team. This client-facing role manages bookkeeping clients, Onboards new clients, and reviews work while preparing tax returns and communicating with clients.

The ideal candidate has strong accounting/tax experience, works independently, and enjoys building relationships with business owners. Part-time with potential to grow to full-time, flexible schedule.

Qualifications

• 10+ years of accounting experience.
• Experience preparing Form 1120, 1120-S, and 1065.
• Strong corporate and partnership tax knowledge.
• Experience with UltraTax CS and QuickBooks platforms.
• Experience reviewing bookkeeping work and financial statements.
• Excellent communication and client-service skills.
• Ability to work independently with minimal supervision.

Responsabilités

• Manage a portfolio of existing bookkeeping and accounting clients.
• Communicate directly with clients regarding accounting, financial statements, and tax needs.
• Onboard new clients and establish accounting processes and procedures.
• Review bookkeeping work for accuracy and completeness.
• Review ledgers, reconciliations, journal entries, and financial statements.
• Prepare and review monthly and annual financial statements.
• Provide guidance and support to bookkeeping staff.
• Prepare federal and state business tax returns (Forms 1120, 1120-S, 1065).
• Prepare tax workpapers and supporting schedules.
• Research tax questions and assist with tax planning as needed.
• Assist clients with accounting and tax questions and resolve issues.
• Identify opportunities to improve client accounting processes and reporting.
• Manage multiple clients and deadlines with high accuracy and service.

Connaissances

Communication skills

Client service

Independent work

Outils

UltraTax CS

QuickBooks Online

QuickBooks Desktop

Description du poste

Hoffman & Associates in San Diego is seeking an experienced Senior Tax & Accounting Professional to join the team. This client-facing role manages bookkeeping clients, Onboards new clients, and reviews work while preparing tax returns and communicating with clients.

The ideal candidate has strong accounting/tax experience, works independently, and enjoys building relationships with business owners. Part-time with potential to grow to full-time, flexible schedule.