Bookkeeper

Tax Relief Advocates•Irvine, CA

9d•$75,000 - $83,000•Onsite

About The Position

We’re looking for a detail-oriented Bookkeeper who thrives in a fast-paced, client-facing environment and wants to work onsite in our Irvine office. If you enjoy owning accurate financial records, talking directly with clients, and seeing the direct impact of your work through commission upside, this role is built for you. This is a hands-on role for someone who wants to be close to the work, close to the clients, and close to the results. If you’re ready to bring strong technical accounting skills and a client-first approach to an Irvine-based team, we’d like to hear from you.

Requirements

Bachelor’s degree in Accounting, Finance, or a closely related field (or equivalent work experience)
Minimum of 2 years of experience in public accounting, a CPA firm, and/or a tax resolution office
Working knowledge of GAAP and applicable federal and state tax laws, regulations, and filing deadlines
Advanced proficiency with QuickBooks Online
Proficiency with CRM/ERP systems
Strong proficiency with Microsoft Office, Google Workspace, and standard office technology (including RingCentral or similar platforms)
Exceptional analytical, problem-solving, and attention-to-detail skills
Excellent written and verbal communication skills, able to explain technical tax and accounting concepts clearly to both technical and non-technical audiences
Proven ability to work independently, manage multiple priorities in a fast-paced environment, and collaborate effectively with internal stakeholders and clients
Demonstrated commitment to staying current with changes in tax law and accounting standards

Nice To Haves

Strong interpersonal and emotional intelligence skills (empathy, self-awareness, emotional regulation)
Service-oriented mindset with the ability to build rapport quickly
High professionalism, discretion, and commitment to confidentiality
Solid understanding of IRS tax procedures, return processing, personal and business compliance, and identity theft issues

Responsibilities

Verify, allocate, post, and reconcile bank and credit card statements, journal entries, and other financial data to produce accurate profit & loss statements and balance sheets
Prepare clean, error-free accounting reports and present results and recommendations to management
Analyze financial statements, identify discrepancies, and recommend improvements in efficiency and spending
Review and suggest modifications to accounting systems, procedures, and internal controls
Review client documents for completeness and accuracy while following established protocols
Advise clients on potential liabilities and compliance matters
Work directly with clients, make outbound phone calls, and maintain an organized pipeline of active cases
Meet established daily, weekly, and monthly performance metrics (KPIs)
Perform other related duties as assigned