What are the responsibilities and job description for the Accountant position at Accounting Fresh?
Pay Range: $25 - $28/hour
Work Location: In Office in Carlsbad, CA
About Accounting Fresh
We're a local CPA firm based in Carlsbad, California, specializing in bookkeeping and accounting for small business owners.
Our mission is to make accounting feel fresh, simple, and transparent. We pride ourselves on being responsive, reliable, and efficient, while truly caring about our clients' success.
At the same time, we believe in having fun and keeping things balanced - you'll often find our team out for a golf day or catching waves during a surf break. We work hard, deliver exceptional results, and enjoy what we do every step of the way.
Job Summary
We're looking for a talented and detail-oriented Accountant with excellent client communication skills to join our growing team at Accounting Fresh. You'll maintain accurate, organized financial records for clients across a range of industries.
Your day-to-day will include communicating with clients regularly by phone and email, categorizing transactions, reconciling bank and credit card accounts, entering and paying bills, assisting with QuickBooks Online (QBO) setups, cleanups, and catch-ups, and supporting monthly financial reporting.
If you're tech-savvy, confident talking with small business owners, responsive, reliable, proactive, and enjoy helping clients gain clarity and confidence in their finances - we'd love to meet you.
Key Responsibilities
- Provide excellent, responsive client service (reply to emails within 24 hours)
- Communicate with clients regularly by phone and email
- Categorize and reconcile bank and credit card transactions
- Enter and process bills, ensuring timely payments once approved
- Assist with QuickBooks Online setup, clean-up, catch-up projects, and Chart of Accounts configuration
- Reconcile loan accounts and break out principal vs. interest payments
- Review owner draw and distribution accounts for accuracy
- Prepare draft financial statements and basic management reports
- Manage accounts payable and receivable
- Process payroll and prepare sales tax filings
Qualifications
- Coachable with a growth mindset and openness to feedback
- Highly responsive - you treat communication as a professional standard, not an afterthought
- Degree in Accounting or related field (or equivalent experience)
- 1 years of bookkeeping or accounting experience preferred
- Strong working knowledge of QuickBooks Online
- Strong proficiency in Excel
- Excellent attention to detail, time management, and communication skills
- Tech-savvy, self-motivated, and comfortable learning new tools
- Positive, team-player attitude
Why You’ll Love Working Here
- Work directly with licensed CPAs who value mentorship and quality
- CPA exam support for candidates actively pursuing licensure
- Exposure to diverse industries - construction, service, hospitality, and more
- Supportive, collaborative team environment
- Opportunities to grow with a fast-scaling firm
- A team culture that mixes professional excellence with play - from golf days to surfing and morning coffee meetings
Job Type: Full-time - 40 Hours Per Week
Benefits:
- Paid time off (Holiday, Sick, Vacation)
- Health Insurance
Salary : $25 - $28