Experienced Full-Service US Accountant

About the Role:
We are seeking an experienced and detail-oriented accountant to manage all financial and accounting-related tasks for a California based Naturopathic Doctor in the wellness and healthcare industry, focused on her professional services, skincare and supplement sales.. The ideal candidate will act as the single point of contact for all financial matters, including personal and business tax filings, bookkeeping, and financial strategy. This role requires a dedicated professional who can provide comprehensive support and maintain confidentiality.

Key Responsibilities:

Bookkeeping & Reporting:
Manage bookkeeping and reconciliation for two entities (up to 100-200 transactions each per month).
Prepare monthly financial reports for review.
Reconcile all bank and credit card accounts monthly.

Tax Compliance & Filing:
File annual 1099s for up to 10 contractors.
Handle business and personal tax filings, including California-specific filings and the Beneficial Ownership Information Report.
Ensure compliance with product-related taxes, including Shopify and Amazon sales tax regulations.
Address sales tax returns with CDTFA and resolve tax-related compliance issues.

Invoicing & Bill Management:
Manage invoicing for B2B clients in QuickBooks.
Record and apply customer payments and post bills for vendors (less than 20 bills per month).
Support with unpaid bills in QuickBooks and ensure accurate records.

Financial Planning & Support:
Conduct quarterly tax and business strategy meetings with the business owner (30-60 minutes).
Provide proactive advice on cost reduction and revenue enhancement opportunities.
Assist with renewing the business tax certificate and other licensing needs.

Platform Integration & Reconciliation:
Ensure proper syncing and integration of Shopify, Amazon, Charm Health with QuickBooks.
Reconcile and categorize all transactions and sales for accurate reporting.

IRS & FTB Support:
Handle up to 12 hours of IRS/FTB notices annually and provide guidance on tax-related questions.

Additional Support:
Collaborate with Ali Rahimi, financial adviser, and Zoe, UK accountant, for international coordination.
Provide support for rental agreements and ensure accurate alignment with warehouse statements.
EDD Filing.

Qualifications:
Strong experience in accounting for e-commerce businesses, especially in skincare and supplements.
Expertise in QuickBooks Online, Shopify, and Amazon reconciliation.
Knowledge of U.S. product taxes and compliance requirements. CDTFA, IRS, and FTB processes.
Excellent organizational and communication skills with attention to detail.
Ability to provide solutions for platform integration and tax compliance issues.
Experience with bookkeeping for multi-entity businesses is a plus.