What are the responsibilities and job description for the Staff Accountant II position at Mission Oaks Tax and Accounting?
Job Description
Mission Oaks Tax and Accounting is a dynamic and fast-paced accounting firm located in Camarillo, CA. We do more than just crunch numbers—we build lasting relationships with our clients based on trust, service, and accuracy. Our core principle is "People Over Profits," and we are dedicated to helping our clients navigate their financial landscapes with confidence. We are looking for a motivated and detail-oriented Tax & Accounting Professional to join our growing team.
This is an on-site position where you will be an integral part of our team, utilizing your expertise to provide exceptional service and strategic advice to our diverse clientele. Our firm is guided by Proven Expertise and a commitment to Personalized Service.
Key Responsibilities:
Mission Oaks Tax & Accounting is an Equal Opportunity Employer. We will contact referrals during the interview process.
Company Description
At Mission Oaks Tax & Accounting we have held the belief of people over profit. We take pride in developing relationships with our clients to provide outstanding service and the promise of accuracy. We offer maintenance and advisory services to both our business and individual clients for all their tax and accounting needs. Our firm also handles the needs of estates, trusts, and other specialized projects. At Mission Oaks Tax & Accounting we make sure our clients have the tools they need to provide a clear picture of their financial position, including access to resources exclusive only to Mission Oaks Tax & Accounting clients. We provide advisory services alongside our compliance services to ensure our clients have a well-rounded approach in managing their finances.
At Mission Oaks Tax & Accounting we have held the belief of people over profit. We take pride in developing relationships with our clients to provide outstanding service and the promise of accuracy. We offer maintenance and advisory services to both our business and individual clients for all their tax and accounting needs. Our firm also handles the needs of estates, trusts, and other specialized projects. At Mission Oaks Tax & Accounting we make sure our clients have the tools they need to provide a clear picture of their financial position, including access to resources exclusive only to Mission Oaks Tax & Accounting clients. We provide advisory services alongside our compliance services to ensure our clients have a well-rounded approach in managing their finances.
Mission Oaks Tax and Accounting is a dynamic and fast-paced accounting firm located in Camarillo, CA. We do more than just crunch numbers—we build lasting relationships with our clients based on trust, service, and accuracy. Our core principle is "People Over Profits," and we are dedicated to helping our clients navigate their financial landscapes with confidence. We are looking for a motivated and detail-oriented Tax & Accounting Professional to join our growing team.
This is an on-site position where you will be an integral part of our team, utilizing your expertise to provide exceptional service and strategic advice to our diverse clientele. Our firm is guided by Proven Expertise and a commitment to Personalized Service.
Key Responsibilities:
- Prepare tax returns for individuals and businesses using Lacerte tax software.
- Reconcile monthly accounts for our bookkeeping clients.
- Conduct monthly client meetings to discuss their financial books.
- Handle and process 1099s and payroll postings.
- Provide timely QuickBooks Online (QBO) support to clients and generate reports as needed.
- Review client accounts to proactively identify their accounting and tax needs.
- Utilize critical thinking and expertise to advise clients efficiently.
- Bachelor's degree in Accounting, Tax, or a related field.
- QuickBooks Online (QBO) Certification.
- Relevant experience in tax and accounting.
- Strong communication and interpersonal skills.
- Ability to work in a dynamic, fast-paced environment.
- CPA Candidate, EA Candidate, or CTEC (California Tax Education Council) registration.
- Experience with Lacerte tax software and TaxDome or other practice management software.
- Specialized knowledge in Estate & Trust Planning, Real Estate Tax Strategy, or Small Business Accounting (especially in Construction, Manufacturing, or Ecommerce).
- Salary: $25 - $35 per hour, based on skill, education, and experience.
- Work Schedule: On-site. Full-time, Monday-Friday during peak seasons and Monday-Thursday during off-seasons.
- Benefits:
- 401k with company matching.
- Health, dental, and vision insurance.
- Two weeks paid time off and additional
- 10 Paid Holidays off, (plus more sprinkled in)
- Paid Sick time
- Paid Bereavement leave
- Professional Growth: We are committed to your development through mentorships and trainings.
Mission Oaks Tax & Accounting is an Equal Opportunity Employer. We will contact referrals during the interview process.
Company Description
At Mission Oaks Tax & Accounting we have held the belief of people over profit. We take pride in developing relationships with our clients to provide outstanding service and the promise of accuracy. We offer maintenance and advisory services to both our business and individual clients for all their tax and accounting needs. Our firm also handles the needs of estates, trusts, and other specialized projects. At Mission Oaks Tax & Accounting we make sure our clients have the tools they need to provide a clear picture of their financial position, including access to resources exclusive only to Mission Oaks Tax & Accounting clients. We provide advisory services alongside our compliance services to ensure our clients have a well-rounded approach in managing their finances.
At Mission Oaks Tax & Accounting we have held the belief of people over profit. We take pride in developing relationships with our clients to provide outstanding service and the promise of accuracy. We offer maintenance and advisory services to both our business and individual clients for all their tax and accounting needs. Our firm also handles the needs of estates, trusts, and other specialized projects. At Mission Oaks Tax & Accounting we make sure our clients have the tools they need to provide a clear picture of their financial position, including access to resources exclusive only to Mission Oaks Tax & Accounting clients. We provide advisory services alongside our compliance services to ensure our clients have a well-rounded approach in managing their finances.
Salary : $25 - $35