QUICKBOOKS ONLINE BOOKKEEPER & TAX ASSISTANT
G&F Business Tax Solutions
Downey, California
Full-Time, In-Person
$24–$28 per hour, depending on experience
ABOUT G&F BUSINESS TAX SOLUTIONS
G&F Business Tax Solutions is a growing, family-founded tax, bookkeeping, payroll and business-advisory firm serving individuals and small businesses.
The company was founded in 1983 by Gaudencio Gurrola Vargas and continues his legacy of hard work, integrity and service to the community. For more than 40 years, our firm has built lasting client relationships through accuracy, confidentiality, responsive service and trusted professional guidance.
We are a growing professional firm with a collaborative, close-knit team. We are looking for a dependable bookkeeping professional who wants to contribute to our continued growth and build a long-term career with G&F.
This is a full-time, in-person position at our Downey, California office.
WHAT MATTERS MOST TO US
Our priorities, in order, are:
- Integrity – We handle highly sensitive financial and personal information. Complete honesty, discretion, confidentiality and ethical conduct are nonnegotiable.
- Team and Client Chemistry – The right person is respectful, approachable and professional, communicates well and builds positive relationships with clients and coworkers.
- Accuracy – Work must be complete, properly supported, carefully reviewed and reliable.
- Self-Initiative – We value someone who is self-motivated, organized, resourceful and able to move assignments forward without constant supervision.
- Productivity – We expect efficient, timely work and steady progress without unnecessary delays or sacrificing accuracy.
POSITION SUMMARY
The QuickBooks Online Bookkeeper & Tax Assistant will manage bookkeeping assignments for multiple business clients through QuickBooks Online Accountant.
The employee will reconcile accounts, correct bookkeeping errors, perform cleanup and catch-up work, prepare tax-ready financial statements, communicate with clients regarding missing information and assist the tax team as needed.
The ideal candidate has practical QuickBooks Online Accountant experience, excellent attention to detail, good judgment and the ability to complete assignments accurately and on schedule.
Experience with Drake Tax software is highly preferred but not required.
PRIMARY RESPONSIBILITIES
- Manage multiple client companies through QuickBooks Online Accountant
- Categorize and review income, expenses, transfers, loans, fixed assets, owner contributions and distributions
- Reconcile bank, credit-card, loan, payroll and other balance-sheet accounts
- Investigate and correct discrepancies, duplicate transactions and misclassified activity
- Review, maintain and correct charts of accounts
- Perform bookkeeping cleanup and catch-up assignments
- Prepare accurate profit-and-loss statements and balance sheets
- Identify unusual, incorrect or unsupported balances and bring them to management’s attention
- Organize books and supporting documents for individual and business tax preparation
- Request missing records and explanations from clients professionally and promptly
- Maintain clear notes documenting completed work, open questions and required follow-up
- Assist with Drake Tax data entry and tax-return preparation when qualified
- Protect confidential financial, tax, payroll, banking and personally identifiable information
- Follow G&F procedures, checklists, deadlines and quality-control standards
- Assist with additional bookkeeping, payroll, tax and administrative assignments as needed
REQUIRED QUALIFICATIONS
- At least one year of hands-on QuickBooks Online experience
- Experience using QuickBooks Online Accountant to work with multiple client companies
- Ability to independently perform bank and credit-card reconciliations
- Understanding of bookkeeping and basic accounting principles
- Ability to review profit-and-loss statements and balance sheets for accuracy
- Strong attention to detail and commitment to producing accurate work
- Ability to work efficiently and meet established deadlines
- Professional written and verbal communication skills
- Honest, dependable, organized and self-motivated
- Comfortable communicating with clients and working collaboratively with a close-knit team
- Able to maintain strict confidentiality concerning client and company information
- Able to work full-time and in person at our Downey office
- Authorized to work in the United States
PREFERRED QUALIFICATIONS
- English/Spanish bilingual proficiency
- Experience with Drake Tax software
- Experience preparing or assisting with individual or business tax returns
- Experience cleaning up incomplete or inaccurate QuickBooks files
- Experience preparing books for year-end tax returns
- Experience working in a tax, bookkeeping, accounting, payroll or professional-services office
- QuickBooks Online ProAdvisor certification
COMPENSATION
- $24–$28 per hour, depending on demonstrated experience and ability
- Overtime paid in accordance with California law
- Compensation review after 90 days based on integrity, teamwork, client service, accuracy, self-initiative, productivity, dependability and ability to manage multiple client files independently
- Full-time W-2 employment
WORK SCHEDULE
Non-Tax Season:
- Monday through Friday
- 8:30 a.m. to 5:00 p.m.
Tax Season — February 1 through April 15:
- Monday through Friday
- 9:00 a.m. to 7:00 p.m.
- Overtime paid in accordance with California law
Required meal periods and paid rest breaks will be provided in accordance with applicable California law. Additional hours may occasionally be required during major filing deadlines.
QUALITY EXPECTATIONS
Accuracy is essential at G&F, and it must be accompanied by steady productivity.
The successful candidate will complete work carefully, follow established procedures, manage time effectively and communicate promptly when information is missing.
Assignments should not remain unfinished or inactive without documentation, explanation and appropriate follow-up.
Because errors can affect tax returns, financial statements, payroll and important client decisions, the employee is expected to review their own work before marking an assignment complete.
CONFIDENTIALITY AND DATA SECURITY
This position involves access to highly sensitive client and company information, including:
- Bank and financial-account information
- Social Security numbers and taxpayer-identification numbers
- Dates of birth
- Full legal names and addresses
- Tax returns and supporting documents
- Payroll and employee information
- QuickBooks records and financial statements
- Usernames, portals and other protected systems
The successful candidate must follow all G&F confidentiality, cybersecurity, document-handling, password, clean-desk and data-access policies.
Unauthorized access, use, copying, downloading, removal or disclosure of confidential information is strictly prohibited.
Employees must use only their assigned system credentials and may not share passwords or permit another person to use their accounts.
PREEMPLOYMENT SCREENING
Because this position involves access to confidential tax, financial, banking, payroll and personally identifiable information, employment is contingent upon successful completion of job-related, legally compliant preemployment screening following a conditional offer.
Screening may include:
- Verification of identity and employment history
- Professional-reference checks
- Criminal background screening
- A legally permissible employment credit report
- Drug screening, as permitted by applicable federal and California law
Any criminal-history information will be evaluated individually and in accordance with applicable California law, considering its nature, age and relationship to the responsibilities of the position.
G&F Business Tax Solutions maintains a drug- and alcohol-free workplace. Employees may not possess, use, sell or distribute illegal drugs in the workplace or report to work impaired by drugs or alcohol.
PRACTICAL BOOKKEEPING ASSESSMENT
Selected candidates will be asked to complete a practical bookkeeping assessment before receiving a conditional employment offer.
The assessment may include:
- Reconciling a sample bank account
- Correcting miscategorized or duplicated transactions
- Identifying problems on a balance sheet
- Reviewing a profit-and-loss statement
- Explaining an undeposited-funds balance
- Organizing an assignment for tax preparation
- Documenting corrections and unresolved questions
The assessment will measure accuracy first, followed by productivity, organization and professional judgment.
APPLICATION INSTRUCTIONS
Please submit your résumé through Indeed and email a copy to [email protected].
Use the following subject line:
QBOA Bookkeeper Application – [Your Full Name]
In your email, briefly answer these questions:
- How many years have you used QuickBooks Online Accountant?
- Approximately how many client companies have you managed simultaneously?
- What types of bookkeeping cleanup and reconciliation work have you performed?
- Have you used Drake Tax software? If so, which types of returns have you worked on?
- Are you bilingual in English and Spanish?
- Are you available to work full-time and in person at our Downey office?
- Are you available to work the stated February 1–April 15 tax-season schedule?
- What hourly compensation are you seeking?
G&F Business Tax Solutions is an equal opportunity employer. Employment eligibility will be verified after hire in accordance with federal law.
Pay: $24.00 - $28.00 per hour
Work Location: In person
