Assistant Bookkeeper

Assistant Bookkeeper

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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.

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• 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 to keep records 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.

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

• 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.
• Excellent written and verbal communication skills.
• Strong interpersonal skills.
• High level of attention to detail and accuracy.
• Ability to multi‑task and stay 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.

• Competitive Salary: $55,000–65,000.
• Generous Paid Time Off:
  Start with 20 days and grow, plus 2 extra days annually for managers.
• Comprehensive Healthcare:
  Medical options include HMO, PPO, HDHP, fully covered dental and vision.
• Flexible Spending Accounts & Health Savings Accounts.
• Employee Assistance Program:
  Confidential support.
• Hybrid & Remote Flexibility.
• Insurance Benefits:
  Basic life, voluntary life, and long‑term disability coverage.
• Dependent Care and Pet Insurance.
• Bereavement Paid Time Off.
• Sabbatical and Personal Leave Options.
• Social Events, Community Involvement, Referral Bonuses, Commuter Benefits.
• Professional Development:
  Reimbursement for licenses, memberships, CPE allowance, and access to classes through Becker.
• Retirement Plans:
  Tailored 401(k) Profit Sharing Plan.
• Support for Professional
  
  Certifications:
  
  CPA or CFE assistance.
• Leadership Development and Mentorship.

Miller Kaplan does not accept unsolicited candidates, resumes, or referrals from staffing agencies or third parties unless there is a signed agreement in place. For existing agreements, a role must be approved by the People & Culture department in writing and open to external search; otherwise, submittals and referrals will be considered Miller Kaplan property and not subject to fees. For inquiries regarding referrals or contracts, please contact

Miller Kaplan is an equal‑opportunity employer and will consider all qualified applicants for employment, without regard to race, color, religion, sex, national origin, disability, or any other legally protected status in accordance with applicable federal, state, and local laws. We also consider qualified applicants with criminal histories, in compliance with federal, state, and local regulations.

Miller Kaplan is unable to sponsor applicants for employment visas now or in the future, unless otherwise specified in the job posting.

Miller Kaplan participates in E‑Verify. Go to https://(Use the "Apply for this Job" box below). to learn more.