Description

As a Bookkeeping & Tax Data Entry Specialist, you will play a key role in maintaining accurate financial records for individuals and businesses. This position involves a mix of hands-on accounting tasks, including data entry, tax computation, and recordkeeping. You will work in an office environment that offers a supportive and collaborative team, providing opportunities to learn and grow in your accounting career.

Company Culture and Environment

This position is based in a small, dynamic office environment where teamwork is key. You’ll have the chance to learn about various areas of accounting and tax services. While the role involves busy, fast-paced periods, there are also quieter seasons, allowing for a balanced work experience.

Career Growth and Development Opportunities

This is a year-round position offering stability and professional development, providing opportunities to learn and grow in your accounting career.

Detailed Benefits and Perks

• Supportive and collaborative team setting
• Opportunities for continuous learning
• Year-round stability in employment

Compensation and Benefits

• Competitive salary based on experience
• Health, dental, and vision insurance
• Retirement savings plans
• Paid time off and vacation days

Why you should apply for this position today

By joining our team, you will have the opportunity to contribute to the financial success of individuals and businesses while developing your skills in a supportive environment. This role offers stability and the chance to advance your accounting career.

Skills

• Proficiency in bookkeeping and tax preparation
• Strong attention to detail and accuracy
• Familiarity with accounting software and spreadsheets
• Excellent organizational and time-management skills
• Ability to work collaboratively in a team environment
• Strong communication skills, both verbal and written

Responsibilities

• Verify the accuracy of entries, postings, and documents to ensure mathematical accuracy and the correct use of codes.
• Record, classify, and summarize financial data, maintaining accurate journals and ledgers (using both manual and computer systems).
• Manage accounts by debiting, crediting, and totaling financial records.
• Handle cash, checks, and vouchers, ensuring all transactions are properly recorded and deposited.
• Adhere to all applicable federal, state, and organizational policies, procedures, and regulations.
• Prepare detailed reports, including cash receipts, expenditures, accounts payable and receivable, and profit and loss statements.
• Reconcile financial records and address discrepancies by investigating and reporting any issues.
• Review accounts and compute taxes based on relevant tax laws and regulations.
• Prepare tax return forms and support tax filings.
• Offer advice to management regarding the tax implications of business activities, including strategies to minimize tax liabilities.
• Ensure the organization’s compliance with all tax authority requirements.

Qualifications

• Proven experience in bookkeeping and tax preparation
• Strong analytical skills and attention to detail
• Excellent organizational and time-management skills

Education Requirements

• Associate’s degree in Accounting, Finance, or related field preferred

Education Requirements Credential Category

• Accounting or related field

Experience Requirements

• 2+ years of experience in bookkeeping or tax data entry

Why work in Carlsbad, CA

Carlsbad offers a beautiful coastal environment with a vibrant community and numerous recreational opportunities. Known for its pleasant climate, you will enjoy a balanced lifestyle with access to beaches, parks, and a variety of cultural events. The city also boasts a robust economy with a growing job market, making it an ideal location for professional growth.