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)
• Quick Books – 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