Lead Accountant

Position Overview: The Tax Accountant & Bookkeeping Manager will be responsible for handling all aspects of tax preparation and planning for individual and business clients, while also overseeing the day-to-day bookkeeping operations of the office. This dual-role position requires a professional with strong tax expertise and proficiency in bookkeeping to ensure accurate financial records and compliance with tax laws. Responsibilities: Tax Accounting: • Prepare and file federal, state, and local tax returns for individuals, corporations, partnerships, and LLCs. • Develop tax planning strategies to minimize clients' tax liabilities and optimize financial outcomes. • Research and stay updated on changes in tax laws, regulations, and industry trends to provide informed guidance to clients. • Conduct tax audits, resolve disputes with tax authorities, and manage tax-related inquiries. • Collaborate with clients to gather necessary financial information and ensure timely and accurate tax filings. • Advise clients on tax-efficient investments and retirement planning. Bookkeeping Management: • Oversee the office's bookkeeping functions, including maintaining accurate records of financial transactions, general ledger entries, and account reconciliations. • Manage accounts payable and receivable, ensuring timely invoicing and payment processing. • Prepare financial statements, balance sheets, and income statements to provide a clear picture of the company's financial health. • Monitor cash flow, budgeting, and financial forecasting to support business operations and decision-making. • Ensure compliance with accounting principles and internal controls. • Coordinate with external auditors during financial audits and prepare necessary documentation. Qualifications: • Bachelor's degree in Accounting, Finance, or a related field; CPA certification is preferred. • Minimum of 3-5 years of experience in tax preparation and bookkeeping. • Strong knowledge of tax laws, accounting principles, and financial reporting. • Proficiency in QuickBooks and MS Office Suite, particularly Excel. • Excellent analytical, organizational, and communication skills. • Attention to detail and ability to manage multiple tasks and deadlines. Job Type: Full-time Pay: $60,000.00 - $75,000.00 per year Benefits: • Health insurance Experience: • QuickBooks: 5 years (Required) Ability to Commute: • San Diego, CA 92123 (Required) Ability to Relocate: • San Diego, CA 92123: Relocate before starting work (Required) Work Location: In person