Benefits:

401(k)

401(k) matching

Bonus based on performance

Dental insurance

Free food & snacks

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Job Title: Bookkeeper

Department: Tax and Accounting Services Department

Reports To: Tax Manager and Tax Associate

Job Summary:

The Bookkeeper is responsible for providing after-the-fact bookkeeping services with a primary focus on tax compliance. The ideal candidate will excel at maintaining accurate financial records and supporting our tax CPAs by ensuring clients' financial data is well-organized, reconciled, and prepared for tax filing and compliance requirements.

Duties/Responsibilities:

Record financial transactions from source documents such as bank statements, credit card statements, and client-provided records.

Reconcile bank accounts, credit card accounts, and other financial accounts.

Ensure financial data is accurate, complete, and up to date.

Record financial transactions from source documents such as bank statements, credit card statements, and client-provided records.

Reconcile bank accounts, credit card accounts, and other financial accounts.

Ensure financial data is accurate, complete, and up to date.

Maintain organized digital and physical records for client accounts.

Stay updated on bookkeeping best practices and relevant tax compliance requirements.

Collaborate with other departments and clients to address financial questions and provide necessary documentation.

Perform other administrative or accounting-related duties as assigned.

Required Skills/Abilities:

Oral Communication: Communicates clearly, listens well, and provides informative responses.

Written Communication: Produces clear, concise writing and effectively presents numerical data.

Technical Expertise: Basic understanding of accounting principles and financial reporting. Knowledge of bank reconciliation processes.

Attention to Detail: High level of accuracy and thoroughness in preparing and reviewing financial data.

Numerical Proficiency: Strong aptitude for working with numbers and performing complex calculations.

Client Management: Exceptional interpersonal and communication skills to build and maintain strong client relationships.

Technological Proficiency: Advanced proficiency in tax software (e.g., QuickBooks online, Bill.com, Hubdoc, POS systems, Expensify, Gusto) and Microsoft Office Suite.

Planning/Organizing: Effectively prioritizes tasks, manages time, and sets clear goals and objectives.

Professionalism: Remains composed under pressure, treats others with respect, and takes responsibility for actions.

Adaptability: Flexibly navigates changes in the work environment, balances multiple demands, and embraces new technology.

Note: This job description is intended to describe the general nature and level of work being performed. It is not an exhaustive list of all duties, responsibilities, and qualifications. Duties and responsibilities may be adjusted based on the firm's evolving needs.

Education and Experience:

High school diploma (required); Associate's degree in Accounting or Finance (preferred).

At least 3 years of bookkeeping or related experience.

Experience with payroll systems and tax preparation (QuickBooks Pro Advisor preferred)

Physical Requirements:

Prolonged periods sitting at a desk and working on a computer.

Must be able to lift up to 15 pounds at times. 

Time Commitment:

Full-time, with a minimum of 40 hours per week during tax season. Hours of operation are 8:00 a.m. to 5:00 p.m. Monday through Friday.

Flexibility to work additional hours as needed to meet deadlines.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.