Accounting/QuickBooks Specialist
Tax Resolution Plus
About the Job At Tax Resolution Plus, we believe that financial clarity is the foundation of any successful business. We are a growing, forward-thinking tax and accounting firm dedicated to delivering exceptional value to our clients through precision and strategic execution. We are seeking an organized, tech-savvy Accounting & QuickBooks Specialist to oversee our financial operations. In this role, you will not just manage data; you will take complete ownership of our financial ecosystem, optimize our workflows, and serve as a key partner in our company's ongoing growth. What You'll Do (Responsibilities): As our QuickBooks expert, you will own the day-to-day financial operations and ensure our records are accurate. Your core responsibilities will include:
- QuickBooks Management: Maintain, optimize, and oversee our QuickBooks [Online / Desktop] account, ensuring all transactions are accurately categorized and reconciled.
- Full-Cycle Accounting: Manage Accounts Payable (A/P) and Accounts Receivable (A/R), including vendor payments, client invoicing, and collections.
- Financial Reporting: Prepare accurate monthly, quarterly, and annual financial statements (Profit & Loss, Balance Sheets, and Cash Flow statements).
- Bank Reconciliation: Perform reconciliations of bank accounts, credit cards, and merchant processors.
- Payroll Processing: Manage or assist with payroll processing and ensure accurate tax withholding and reporting.
- Process Improvement: Identify ways to streamline our accounting workflows, integrate third-party apps with QuickBooks, and improve financial efficiency.
- Tax Prep Collaboration: Work alongside our EA/external tax team to ensure smooth year-end closing and tax filing.
- The QuickBooks Guru: You have at least 1-2 years of hands-on experience working with QuickBooks [Online/Desktop]. (Bonus points if you are a Certified QuickBooks ProAdvisor!).
- Accounting Experience You hold a Bachelor's degree in Accounting, Business, Finance, or a related field (or have equivalent hands-on experience) with 2+ years in an accounting/similar role.
- Detail-Obsessed: You notice the 50-cent discrepancy that everyone else misses. Accurate data entry and meticulous organization are your strong suits.
- Tech-Savvy & Analytical: You have strong mathematical and analytical skills with a natural aptitude for technology. You should be highly comfortable navigating modern office technology, advanced Excel spreadsheets, and learning proprietary CRM systems and databases quickly.
- Great Communicator: You can translate complex financial data into plain English for non-finance team members.
- Supportive Onboarding & Continuous Learning: While you should bring a strong foundational knowledge of accounting and QuickBooks, you don't need to be a flawless expert on day one. We provide thorough, paid onboarding tailored to our unique CRM systems and business model. We foster a collaborative environment where asking questions is encouraged, and our team is always ready to support you as you get up to speed.
- Upward Mobility: We promote from within. Clear, fast-track pathways are available for management and leadership roles.
- Modern Workspace: Stay energized with ergonomic stand-up desks, a vibrant and musical atmosphere, and a team that celebrates every win.
- Free Lunch Mondays: Kick off every week with a complimentary team lunch!
- Culture: A friendly, supportive environment where your voice is heard and your hard work is celebrated.
Vacancy posted 1 day ago
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