What are the responsibilities and job description for the Bookkeeper position at Jobot?
100% paid benefits, 3% simple IRA match, ability to work from home as needed, GREAT culture!
This Jobot Job is hosted by: Brittany Packard
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $60,000 - $70,000 per year
A bit about us:
About Us
We are a multidisciplinary professional services firm dedicated to helping individuals, families, and businesses navigate complex legal, financial, and operational matters with confidence. Our team combines experience in business consulting, tax planning, accounting, estate planning, litigation support, and corporate advisory services to provide practical, results-driven solutions tailored to each client's unique needs.
For decades, we have built lasting relationships by delivering personalized service, strategic guidance, and trusted expertise across a wide range of industries. Whether assisting business owners with growth and compliance, helping families protect their assets and plan for the future, or supporting clients through legal and financial challenges, our approach is centered on integrity, responsiveness, and long-term success.
We believe the best solutions come from understanding the full picture. By integrating legal insight with financial and operational experience, we provide comprehensive support that helps clients make informed decisions and move forward with clarity.
Our commitment is simple: deliver professional guidance, personalized attention, and dependable service that clients can rely on at every stage of life and business.
Why join us?
Job Details
A well-established professional services firm is seeking a detail-oriented Client Bookkeeper / Tax Associate to join our close-knit and collaborative team. This position offers the opportunity to work directly with business clients on a variety of accounting, bookkeeping, tax, and financial review functions in a relaxed and supportive office environment.
The ideal candidate will have experience with bookkeeping, financial statement preparation, account reconciliations, and assisting with tax return preparation for individuals and businesses. This role is best suited for someone who enjoys working with clients, maintaining organized financial records, and supporting accounting and forensic review projects.
Responsibilities:
Manage bookkeeping and accounting functions for multiple business clients
Review, clean up, and maintain client records in QuickBooks
Prepare and post adjusting journal entries and trial balances
Assist with financial statement analysis and accounting reviews
Support business valuation and forensic accounting projects
Prepare exhibits and supporting documentation for forensic reviews and legal matters
Assist with preparation of individual and business tax returns, including returns related to divorce and other financial proceedings
Reconcile accounts and ensure accuracy of financial reporting
Maintain organized client documentation and provide responsive client support
Qualifications:
Experience in bookkeeping, accounting, or tax preparation
Proficiency with QuickBooks preferred
Understanding of journal entries, reconciliations, and financial statements
Strong attention to detail and organizational skills
Ability to manage multiple client accounts and deadlines
Professional communication skills and client-focused mindset
Associate's or Bachelor's degree in Accounting, Finance, or related field preferred
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
This Jobot Job is hosted by: Brittany Packard
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $60,000 - $70,000 per year
A bit about us:
About Us
We are a multidisciplinary professional services firm dedicated to helping individuals, families, and businesses navigate complex legal, financial, and operational matters with confidence. Our team combines experience in business consulting, tax planning, accounting, estate planning, litigation support, and corporate advisory services to provide practical, results-driven solutions tailored to each client's unique needs.
For decades, we have built lasting relationships by delivering personalized service, strategic guidance, and trusted expertise across a wide range of industries. Whether assisting business owners with growth and compliance, helping families protect their assets and plan for the future, or supporting clients through legal and financial challenges, our approach is centered on integrity, responsiveness, and long-term success.
We believe the best solutions come from understanding the full picture. By integrating legal insight with financial and operational experience, we provide comprehensive support that helps clients make informed decisions and move forward with clarity.
Our commitment is simple: deliver professional guidance, personalized attention, and dependable service that clients can rely on at every stage of life and business.
Why join us?
- 100% paid benefits
- 3% simple IRA match
- ability to work from home
- hands on mentorship and growth opportunities
- as the firm grows YOU grow!
Job Details
A well-established professional services firm is seeking a detail-oriented Client Bookkeeper / Tax Associate to join our close-knit and collaborative team. This position offers the opportunity to work directly with business clients on a variety of accounting, bookkeeping, tax, and financial review functions in a relaxed and supportive office environment.
The ideal candidate will have experience with bookkeeping, financial statement preparation, account reconciliations, and assisting with tax return preparation for individuals and businesses. This role is best suited for someone who enjoys working with clients, maintaining organized financial records, and supporting accounting and forensic review projects.
Responsibilities:
Manage bookkeeping and accounting functions for multiple business clients
Review, clean up, and maintain client records in QuickBooks
Prepare and post adjusting journal entries and trial balances
Assist with financial statement analysis and accounting reviews
Support business valuation and forensic accounting projects
Prepare exhibits and supporting documentation for forensic reviews and legal matters
Assist with preparation of individual and business tax returns, including returns related to divorce and other financial proceedings
Reconcile accounts and ensure accuracy of financial reporting
Maintain organized client documentation and provide responsive client support
Qualifications:
Experience in bookkeeping, accounting, or tax preparation
Proficiency with QuickBooks preferred
Understanding of journal entries, reconciliations, and financial statements
Strong attention to detail and organizational skills
Ability to manage multiple client accounts and deadlines
Professional communication skills and client-focused mindset
Associate's or Bachelor's degree in Accounting, Finance, or related field preferred
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Salary : $60,000 - $70,000