Here at Optima Tax Relief, how our employees feel about their job is important to us. Maybe that is why we have been rated one of Orange County Registers Top Places to work for the past 3 years! In addition to our amazing and award-winning work culture, we are one of Americas fastest growing private companies! Who are we here at Optima? We are the empathetic helpers, the go-getters, the work hard, play hard individuals of financial services and the advocate for our clients. One of our values is to operate in excellence and we are looking to hire individuals ready to represent with pride these qualities. We have several openings in our Orange County, CA and Chandler, Arizona offices and we need people like you to help us grow!
Speaking of excellence, we are committed to delivering industry-leading experience with not only our employees but our clients as well. We are humbled and honored to have received the following awards:
As a vital part of the Optima Tax Relief team, this position will perform general ledger accounting, routine accounts payable, bank statement reconciliation, payroll assistance (as back up), assist on preparing financial statements during month end closing and some research on GL, vendors, bank accounts for the company. This position will work closely with the Accounting and Finance department.
Process daily accounts payable transactions for (4) companies using QuickBooks Enterprise on a routine basis
Responsible to ensure bills are paid on time, vendor relations are maintained, perform check run schedules, and identify cost savings opportunities.
Verify operational accounting transactions and comply with financial policies and procedures
Require to maintain a high level of confidentially when preparing manual checks such as termination checks, loan advance checks, etc.
Monitor general ledger expense accounts related to prepaid, inter-company & accrual schedules on a monthly or as needed basis.
Update vendor files in the system by obtaining W9s and to assist on 1099 year end filing
Ensure efficient and effective operations by providing administrative support to all departments with levels of priorities
Other duties as assigned by VP of Accounting
Maintain and update vendor payments, prepaid, security deposit and other relevant schedules
Timely respond to Sr. Director of Accounting, other departments, third-party, and vendors
Attend department meetings and communicate potential obstacles or issues
Perform Payroll Specialists duties as back up and assist Accounting Team Lead as assigned
The preceding functions have been examples provided of the types of work performed by employees assigned to this job classification. List is not all-inclusive and management reserves the right to add, modify, change, or rescind work assignments.
Experience with QuickBooks required
3-5 Years of Accounting experience
Able to Multitask and Work in a fast paced environment
Proficient in Microsoft applications, especially Excel and Word
Excellent communication and positive "Can Do" attitude!
Required competencies that will be evaluated on a routine basis:
Accountability, Adaptability, Analytical, Creativity, Communication, Customer Focus, Integrity, Partnership & Collaboration, Positive Attitude, Problem Solving, and Productivity (these will be job specific)
Life & Supplemental Insurance
Paid Time Off (Vacation, Sick, Holiday)
Optima Tax Relief