Full Time
Negotiable
40
Jan 22, 2026
SPECIFIC DUTIES AND RESPONSIBILITIES INCLUDE:
• Monthly client accounting/ bookkeeping projects.
• Maintaining client books as per supervisor instructions.
• Review Books and projects to ensure quality of the following documentation:
? Checking Tax Basis of Financials- Cash or Accrual
? Matching Balance Sheet to prior year tax return
? Reverse entries for AP, AR, Cash, Credit Cards and Loans
? Matching Payroll Wages and Payroll Tax to Payroll Tab
? Ensure bank and credit card accounts have been properly reconciled each month.
? Ensure auto loan accounts have been properly reconciled or adjusted properly.
? Analyze balance sheet comparisons and identify any document differences.
? Verify items under $1K are not capitalized to fixed assets.
? Present Revenue variances to Managing Partner for solution.
? Present variances in Tax Payable to Managing Partner for solution.
? Customer Service and communication with Client as needed.
? Assist with miscellaneous projects such as: tax vouchers, extensions. Franchise Tax Board project,
Assemblies, partner job status meetings- updating jobs in Tax Dome (Compliance), Tax Dome
management, entering clients into Lacerte and client folders.
? Back up for support staff as needed
TAX WORKPAPERS:
? Responsible for collecting numerous data for tax return from clients.
? Prepare, process, and maintain paperwork related to all aspects of the accounting cycle, culminating
in the preparation and documents related to tax preparation.
? In this role, you will obtain and review each client’s tax information. You will prepare the
necessary tax-related documents pertaining to income, expenditures, and other pertinent
information.
COMPLIANCE
• Process tax payments on behalf of clients
• Compliance responsibilities include: Entity formation, dissolutions and maintenance, change of entity type,
SOS filings, and any other compliance work as needed.
• Compliance tax filings. Filing of sales & cannabis CDTFA reporting. Setting up CDTFA access for
Clients. Local tax filings as needed. Thorough work paper documentation for each filing.
• Communication with taxing agencies on client’s behalf.
• E-file trouble-shooting and resolution.
• Attend weekly Tax Preparer Meeting
• Client education with regards to state and local tax compliance
• Any other administrative, compliance, or tax work as required by firm or managers. QUALIFICATION REQUIREMENTS CONTINUED:
Personal Requirements
• Exceptional time management and organization skills.
• Proficient in Office products, Word, Excel and Outlook.
• Solution-oriented; problem-solver.
• Exceptionally strong written and verbal communication skills.
• Experience in developing strong remote team relationships based on trust, accountability, integrity, and
sharing of best practices.
• Willingness to follow established policies and procedures.
• Technology Skills: Proficient with technology; solid knowledge of computer operations and software.
• Self-Discipline & Problem-Solving Skills: Ability to work in a very fast-paced environment with minimal
supervision. Problem-solving and critical thinking skills required to resolve clients bookkeeping.
• Internet Connection Requirements: Must have internet connection.
QUALIFICATION PREFERRED:
• CPA license.
• Some knowledge of accounting and tax in cannabis industry.
• Strong knowledge and familiarity of US Tax preparation (Business and Personal returns).
• Bookkeeping certification.
• Capacity and commitment to work 40 hours a week during traditional daytime business hours supporting
clients.
• Credentials/Certifications: QuickBooks Online Pro Certification or QuickBooks Online Advanced
Certifications are preferred.
PHYSICAL REQUIREMENTS:
While performing the responsibilities of the job, the employee is required to exchange accurate information,
detect/identify documents and the information contained in them, be able to move about office, use a computer.