Overview
Experienced Bookkeeper & Payroll Specialist sought to manage bookkeeping and payroll for multiple clients in a fast-paced environment. This role requires strong attention to detail, the ability to work independently with minimal supervision, and proficiency in both accounting and payroll processing.
Responsibilities
- Manage monthly bookkeeping activities for multiple business clients, ensuring transactions are accurately recorded and categorized.
- Perform bank and credit card reconciliations to verify account accuracy and identify discrepancies.
- Review and properly categorize financial transactions to maintain clean, organized records.
- Maintain and update Accounts Receivable and Accounts Payable ledgers, ensuring timely collections and payments.
- Review Profit & Loss statements and Balance Sheets for accuracy and completeness.
- Identify, research, and resolve accounting discrepancies independently, ensuring data integrity.
- Complete month-end closing procedures and prepare detailed financial reports for review.
- Process payroll on a weekly, biweekly, and monthly basis, managing changes, bonuses, deductions, and reimbursements accurately.
- Review and ensure compliance with payroll tax filings, including W-2s and quarterly reports.
- Communicate professionally and effectively with clients, providing support and clarification as needed.
Requirements
- At least two years of practical bookkeeping and accounting experience, with a proven track record managing multiple clients.
- Strong proficiency in QuickBooks Online.
- Extensive payroll processing experience.
- Solid understanding of Profit & Loss statements and Balance Sheet accounts.
- Experience performing reconciliations and month-end closes.
- Knowledge of payroll taxes and reporting requirements.
- Familiarity with payroll platforms such as ADP and Gusto (highly valued).
- Excellent organizational and communication skills to manage deadlines and liaise professionally with clients.
- Experience working within an accounting or tax advisory firm (preferred).
- CPA designation or similar professional credentials (highly advantageous).
Preferred Qualifications
- Experience in an accounting or tax advisory firm.
- CPA designation or similar professional credentials.
Compensation & Benefits
- Competitive compensation aligned with experience.
- Opportunities for professional growth and exposure to high-level financial discussions with business owners and executives.
- Ongoing training and leadership development.
- Potential to advance into senior roles as the organization continues to grow.
Location
Not specified.
Equal Opportunity
The employer is an equal opportunity employer committed to fostering a diverse and inclusive workplace and does not discriminate based on race, color, religion, gender, sexual orientation, national origin, age, disability, or any other protected status. All qualified applicants will receive consideration for employment without regard to any protected characteristic.