Staff Accountant II

Overview

Mission Oaks Tax and Accounting is a dynamic and fast-paced accounting firm located in Camarillo, CA. We build lasting relationships with our clients based on trust, service, and accuracy, guided by the principle "People Over Profits." We are looking for a motivated and detail-oriented Tax & Accounting Professional to join our on-site team.

This is an on-site position where you will provide exceptional service and strategic advice to our diverse clientele, guided by Proven Expertise and Personalized Service.

• Prepare tax returns for individuals and businesses using Lacerte tax software.
• Reconcile monthly accounts for our bookkeeping clients.
• Conduct monthly client meetings to discuss their financial books.
• Handle and process 1099s and payroll postings.
• Provide timely Quick Books Online (QBO) support to clients and generate reports as needed.
• Review client accounts to proactively identify their accounting and tax needs.
• Utilize critical thinking and expertise to advise clients efficiently.

• Bachelor's degree in Accounting, Tax, or a related field.
• Quick Books Online (QBO) Certification.
• Relevant experience in tax and accounting.
• Strong communication and interpersonal skills.
• Ability to work in a dynamic, fast-paced environment.

• CPA Candidate, EA Candidate, or CTEC (California Tax Education Council) registration.
• Experience with Lacerte tax software and Tax Dome or other practice management software.
• Specialized knowledge in Estate & Trust Planning, Real Estate Tax Strategy, or Small Business Accounting (Construction, Manufacturing, or Ecommerce).

• Salary: $25 - $35 per hour, based on skill, education, and experience.
• Work Schedule:
  
  On-site. Full-time, Monday-Friday during peak seasons and Monday-Thursday during off-seasons.
• Benefits:
• 401k with company matching.
• Health, dental, and vision insurance.
• Two weeks paid time off and additional
• 10 Paid Holidays off, (plus more sprinkled in)
• Paid Sick time
• Paid Bereavement leave
• Professional Growth:
  We are committed to your development through mentorships and trainings.

Mission Oaks Tax & Accounting is an Equal Opportunity Employer. We will contact referrals during the interview process.

Mission Oaks Tax & Accounting believes in people over profit. We develop relationships with clients to provide outstanding service and accuracy. We offer maintenance and advisory services for tax and accounting needs, including estates, trusts, and other specialized projects. We provide advisory services alongside compliance services to help clients manage their finances.