Business Office Associate

Job Description In office position at our beautiful Irvine office overlooking the Spectrum. Schedule: Monday to Friday Company Background: We are a tax accounting firm located in the Irvine area looking for a Full‑Time business office associate who can perform many accounting, customer service and organizational tasks to help maintain the financial health of clients. Their duties and responsibilities include: Provide services to clients daily by engaging with them over the phone and in person Collect relevant financial records and financial statements as needed Build customer relationships to promote and expand the business Ensure the completion of assigned tasks by the appointed deadline Monitor spending and budgets Analyze financial performance Compile and present financial reports Ensure that financial statements and records comply with laws and regulations Review accounting emails assigned to you Monitor the Accounting Team and personal general email box for work‑related communication Download and save any new documents (payroll, merchant statements) into the Internal Accounting Software Respond to the client in a timely manner Communicate with clients regarding missing documents Review Uncategorized Transactions monthly Take initiative and utilize resources such as previous transactions/journal entries, Google, etc. as needed Follow all internal processes, such as updating Accounting Trackers when completing tasks Answer any incoming calls for the Accounting Team Job Skills and Qualifications: Bookkeeping: 2 years Customer Service Skills: 1 year (Required) QuickBooks – QBD and/or QBO: 2 years In-depth knowledge of applicable tax laws, regulations, and deadlines Proficiency with word processing and spreadsheet software applications Knowledge of Sales Tax and Property Tax Proficient in completing Statement of Information Excellent customer service skills, including patience and flexibility Great organizational skills, including time management and strategic thinking Strong written and verbal communication skills Keen attention to detail Ability to work independently on assigned tasks Ability to work under pressure Candidates are screened during an interview to discuss prior work‐related experience, availability, hours of operation, training, and more. Candidates are subject to a background check. Job Type: Full‑time Physical Setting: Office Schedule: 8‑hour shift Day shift Monday to Friday Education: Associate (Required) Perks and Benefits: Complimentary coffee and teas. Complimentary healthy snacks. Paid training. Opportunities for career advancement / Management / lead positions are available. High ‑rise office building. Free gym membership. A fun and energetic atmosphere. What We Offer: Above‑market base during orientation period. Yearly bonuses, sick pay, PTO, paid federal holidays and personal floating holidays. Excellent medical benefits. Paid, industry‑leading training and education. Benefits: Health insurance Paid time off Vision insurance Education and Certification Reimbursement #J-18808-Ljbffr