Overview
The organization is seeking an experienced Bookkeeper & Payroll Specialist to join a team that supports entrepreneurs and growing businesses with strategic tax planning, bookkeeping, and financial advisory services. This role involves managing multiple client accounts, ensuring accurate financial record-keeping, and processing payroll efficiently in a fast-paced environment.
Responsibilities
- Manage monthly bookkeeping for multiple business clients, ensuring accurate and timely record-keeping.
- Perform bank and credit card reconciliations to maintain accurate financial data.
- Review and properly categorize all transactions to ensure clarity and compliance.
- Maintain Accounts Receivable and Accounts Payable records, ensuring timely collections and payments.
- Review Profit & Loss statements and Balance Sheet accounts for accuracy and completeness.
- Identify, research, and resolve accounting discrepancies independently, ensuring data integrity.
- Complete month-end closing procedures and prepare comprehensive financial reports for clients.
- Process weekly, biweekly, and monthly payroll, managing all related changes and reimbursements.
- Manage payroll deductions, bonuses, and tax filings, including W-2s and quarterly reports.
- Communicate effectively and professionally with clients to address inquiries and provide updates.
Requirements
- At least two years of hands-on experience in bookkeeping and accounting.
- Strong proficiency in QuickBooks Online.
- Experience with payroll processing, including payroll taxes, deductions, and reimbursements.
- Solid understanding of Profit & Loss statements and Balance Sheet accounts.
- Experience with reconciliations and month-end closing procedures.
- Familiarity with payroll platforms such as ADP and Gusto.
- Experience working within an accounting or tax advisory firm.
- Excellent organizational skills and problem-solving abilities.
- Ability to manage multiple clients and deadlines independently.
- Strong communication skills.
Preferred Qualifications
- Experience with payroll platforms such as ADP and Gusto.
- Experience working within an accounting or tax advisory firm.
Compensation & Benefits
- Competitive compensation package based on experience and expertise.
- Direct exposure to business owners and high-level financial discussions.
- Collaborative environment that supports professional growth, leadership development, and continuous learning.
- Opportunities to participate in tax planning and advisory work beyond compliance.
- As the firm expands, opportunities to advance into senior leadership roles.
Equal Opportunity
The employer is an equal opportunity employer and is committed to fostering an inclusive and diverse workplace. No discrimination is made based on race, color, religion, gender, sexual orientation, national origin, age, disability, or any other protected characteristic.
Desired Skills and Experience
Bookkeeping, Payroll, Financial Analysis, Reconciliation, Accounting, Tax Compliance