Description A financial services company in San Marcos, CA, is seeking a skilled Bookkeeper to assist in managing day-to-day financial operations. This role provides excellent opportunities for learning and hands-on experience in a collaborative environment. Key Responsibilities: + Oversee accounts payable and accounts receivable processes, ensuring accurate recordkeeping and transactions. + Collaborate with the CPA to prepare and submit tax form filings and meet all compliance timelines. + Maintain fixed asset and depreciation schedules to ensure proper financial reporting. + Prepare journal entries for the general ledger and maintain supporting documentation. + Track, manage, and file 1041s, 1065s, SMLLCs, and 1040s, including extensions and filings. + Make tax payments, track estimates for multiple entities, and ensure all deadlines are met. + Prepare and file 1099s, 1098s, Sales and Use Tax forms, and other relevant regulatory filings (e.g., 571-L). Requirements + Proven experience as a bookkeeper in the financial services industry. + Strong understanding of accounting principles and financial reporting. + Proficiency with accounting software (QuickBooks proficiency is a plus) and intermediate to advanced Excel skills. + Excellent organizational skills and attention to detail. + Strong ability to multitask and manage competing priorities within tight deadlines. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .