Bookkeeping & Tax Associate

Job Description

Bookkeeping & Tax Associate (Growth Role)

Covina, CA
• On‐site$50K–$62K/yr

• Full‐time

• Medical

• Retirement

• PTO

Role:
Bookkeeping & Tax Associate (Growth Role)

Location: Covina, CA 91723

Employment Type: Full‐Time (In‐Office)

Rate:$50,000 - $62,000/year (DOE) + Benefits

About Us

We are a full‐service Accounting & Tax firm providing professional and personalized services to individuals and business clients. Our team works extensively with Quick Books Desktop, Quick Books Online, and Lacerte Tax Preparation software to deliver accurate, timely, and high‐quality work.

We’re looking for a Bookkeeping & Tax Associate who has a foundation in bookkeeping and is eager to grow into a broader accounting and tax role. This position is ideal for someone who is detail‐oriented, organized, and motivated to learn our firm’s processes.

What You’ll Do

Bookkeeping & Client Support

• Perform monthly bank and credit card reconciliations
• Maintain accurate books using Quick Books Desktop and Quick Books Online
• Assist with monthly and year‐end financial statements
• Support payroll, sales tax filings, and general compliance tasks
• Help clients with bookkeeping questions and workflow improvements
• Learn firm procedures and gradually take on more advanced responsibilities

Tax Support

• Assist in preparing individual and business tax returns
• Help organize tax documents and maintain compliance with deadlines
• Support the team with basic tax‐related tasks (training provided)
• Assist with IRS and state notice responses as needed

Qualifications

• 1–3 years of bookkeeping or accounting experience
• Working knowledge of Quick Books Desktop or Quick Books Online
• Strong attention to detail and willingness to learn
• Ability to manage multiple tasks and deadlines
• Strong communication and client‐service skills
• EA or CTEC‐Registered Tax Preparer is a plus, but not required
• Spanish bilingual ability is a plus

Benefits

• Competitive rate: $50,000 - $62,000/year (DOE)
• Health insurance
• Performance bonuses (Tax Season & Holiday)
• 401(k) with employer match
• Paid vacation, sick time, and holidays
• Supportive, stable work environment with long‐term growth potential

Schedule

• Monday–Friday, in‐office (Covina, CA)
• Overtime and weekend availability during tax season

We are a full-service Accounting & Tax firm providing our clients with professional & personalized services and business services for both individuals and corporate clients.

We provide the following services:
- Accounting Services
- Tax Preparation
- Tax Problems
- Tax Representation
- Consulting
- Bookkeeping
- We are also Certified Quick Books Pro Advisors

We are a full-service Accounting & Tax firm providing our clients with professional & personalized services and business services for both individuals and corporate clients. We provide the following services:

- Accounting Services
- Tax Preparation
- Tax Problems
- Tax Representation
- Consulting
- Bookkeeping
- We are also Certified Quick Books Pro Advisors