Position Overview

Ultimate Staffing Services is seeking a highly organized and detail-driven Bookkeeper with tax experience to support a growing tax resolution firm's casework and financial operations. This role requires a strong background in bookkeeping and a solid understanding of IRS collections, compliance issues, and small business tax requirements. The Bookkeeper plays a key role in maintaining accurate client financial data and assisting with case preparation and resolution strategies.

Responsibilities

• Maintain internal financial records, including A/R, A/P, and monthly reconciliations.
• Review and analyze client financial records to assess compliance and assist with case strategy.
• Reconstruct or clean up client books (especially for small businesses) to support IRS negotiations or tax filings.
• Create P&L statements and balance sheets for clients.
• Assist with preparation and review of client tax returns (individual and business), including back tax years.
• Work closely with Enrolled Agents, CPAs, and attorneys to provide financial summaries for Offer in Compromise (OIC), Installment Agreements (IA), CNC status, and audit representation.
• Prepare supporting documents such as income/expense reports, bank reconciliations, and Form 433 financial disclosures.
• Monitor deadlines and maintain organized documentation for each tax resolution case.
• Ensure compliance with IRS documentation and reporting standards.

Qualifications

• Minimum 3 years of experience in bookkeeping, preferably within a tax, accounting, or tax resolution environment.
• Proficiency with QuickBooks (Online and Desktop) and Microsoft Excel.
• Working knowledge of IRS tax forms, including Form 433-A/B/F, 1040, 941, and 1120.
• Familiarity with tax problem resolution services, such as OIC, payment plans, penalty abatement, and tax liens/levies.
• Ability to work independently, handle sensitive client information, and meet deadlines.
• Exceptional attention to detail, confidentiality, and organizational skills.

Preferred Qualifications

• Experience in a tax resolution or tax controversy firm.
• Experience working with tax resolution software (e.g., Pro Series, Lacerte).
• Enrolled Agent (EA), CPA, or CTEC/AFSP preferred but not required.

Required Work Hours

Monday to Friday, 8:00 AM to 5:00 PM

Benefits

• Health insurance, Dental, Vision, and PTO
• Growth opportunities in a fast-paced, client-focused environment

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.