Assistant Bookkeeper

Overview

Miller Kaplan is a different kind of CPA firm; we believe in building a legacy—yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you!

It’s more than just numbers.

Miller Kaplan is a different kind of CPA firm; we believe in building a legacy—yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you!

The Assistant Bookkeeper in the Business Management department is responsible for assisting in overseeing financial data and compliance by maintaining accurate books on accounts payable and receivable, and daily financial entries and reconciliations.

• None.

• Efficiently process and track accounts payable and receivable, ensuring timely payments and collections.
• Maintain accurate records of transactions, invoices, and vendor relationships to ensure a smooth cash flow process.
• Regularly reconcile multiple bank accounts and financial statements, identifying discrepancies and resolving issues promptly. Ensure that all records are up-to-date.
• Oversee and manage the financial records of multiple clients, including daily data entry, invoicing, and ensuring financial transactions are correctly reflected in client accounts.
• Maintain accurate ledgers for each client and assist in the preparation of financial reports as needed ensuring that all financial data is properly classified and recorded.
• Assist in the preparation of month-end and year-end closing processes.
• Assist in preparing internal financial reports, including profit and loss statements, balance sheets, and other financial summaries as required.
• Assist with tax filings, including processing 1099s and supporting the preparation of quarterly and annual tax returns for clients.
• Ensure compliance with federal, state, and local employment laws and regulations, and company policies.
• Make photocopies; mail, scan, and email documents; and perform other clerical functions, as needed.
• Perform other related duties as assigned.

Required:

• Minimum 2-3 years of bookkeeping experience at a business management firm.
• GED/High school Diploma.
• Experience with Datafaction/Agil Link.

Preferred:

• Familiarity with Quick Books and Quick Books Online.
• Experience with 1099s processing, A/R and A/P.
• Experience with Tour accounting.

• Excellent organizational and time management skills.
• Proficient with Microsoft Office Suite or similar software.
• Must have excellent written and verbal communication skills.
• Must have strong interpersonal skills.
• Must possess a high level of attention to detail and accuracy.
• Must be able to multi-task and must be very organized

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at a time.

LIFE:

• Competitive Salary:
  We value your dedication and hard work. We offer a competitive annual salary of $55, for this role.
• Generous Paid Time Off:
  Start with 20 days and watch it grow, plus 2 extra days annually for managers.
• Comprehensive Healthcare:
  Medical options include HMO, PPO, HDHP, with fully covered dental and vision for you.
• Flexible Spending Accounts & Health Savings Accounts:
  Manage healthcare expenses conveniently with a benefits debit card.
• Employee Assistance Program:
  Confidential support for personal or work-related challenges.

FAMILY:

• Hybrid & Remote Flexibility:
  Work-life balance matters! Enjoy flexibility based on your role.
• Insurance Benefits:
  Basic life insurance, voluntary life insurance, and long-term disability coverage.
• Dependent Care and Pet Insurance:
  Covering loved ones, furry or not, with flexible spending accounts and pet insurance.
• Bereavement Paid Time Off:
  Time to grieve and heal without work worries.
• Sabbatical and Personal Leave Options:
  Recharge and refocus with time off for personal needs.

BUSINESS:

• Social Events:
  Networking and unwinding at…