Account Assistant Job Description

KP Financial Services, Inc. (dba Global Tax Services) – San Jose, CA

About Us:
KP Financial Services, Inc. (doing business as Global Tax Services) is a reputable Accounting and Tax firm based in San Jose, California. We are committed to delivering personalized and high-quality tax and accounting solutions for clients with complex financial needs, both domestic and international.

Position:
Tax-Accounting Assistant
Location: 2092 Concourse Drive, San Jose, CA
Employment Type: Full-Time (Salaried, On-Site)
Compensation: $20–$25/hour (based on experience) | 40 hours/week

Role Overview:
We are seeking a motivated and detail-oriented Tax-Accounting Assistant to support our team with a range of client-focused services. The ideal candidate will have a strong foundation in accounting principles, proficiency in QuickBooks and Microsoft Excel, and excellent communication skills.

Qualifications:

Education: M.Com or MBA in Accounting/Finance
Proficient in QuickBooks, TallyPrime, and advanced Microsoft Excel functions
Strong analytical and problem-solving skills
Bilingual fluency in English and Hindi required; additional fluency in Punjabi, Urdu, Gujarati, Marathi, Telugu, or Tamil is a plus
Preferred: CPA or Chartered Accountant (from India/Pakistan/Canada) or prior U.S. tax filing experience
Work Authorization: Must be eligible to work in the U.S. (CPT, OPT, H4 EAD, Green Card, or U.S. Citizen)

Responsibilities:

Receive and review client documentation (bank statements, W-2s, pay stubs, etc.)
Prepare basic financial calculations and reconciliation sheets
Handle incoming calls and client communication professionally
Maintain accurate records and assist with data entry into accounting systems
Collaborate with the team on tax preparation and bookkeeping tasks
Demonstrate a strong work ethic and commitment to daily excellence

Benefits:

Competitive hourly compensation
Performance bonuses
Salary review after 6 months of employment

Skills required for Account Assistant

Benefits offered

Paid Time Off (PTO)
Paid Vacation
Performance bonus
Retirement plan

Additional Information

Job Type:	Non IT Job
Work Authorization:	Valid Work Visa , US Citizen, Green Card, H4, STEM, OPT, CPT
Employment:	W2-Permanent, Need H1B
Functional Area:	Accounting
No. of Job Openings:	2
Company Address:	2092 Concourse Dr Unit 25
Job Location:	Santa Clara, CA
Gender:	Female
Qualification:	Professional
Industry:	Accounting / Audit / Tax Services
Language:	English,Urdu,Telugu,Tamil,Punjabi,Kannada,Hindi,Gujarati