Accounting and Payroll Specialist

We are a national professional services and technology organization with a rapidly growing presence across the United States, now expanding with a new office in Carlsbad, California. Our platform brings together Rockwater Tax, a high-touch tax services firm serving businesses nationwide, and Tax Rock, a technology-driven compliance and risk intelligence platform that empowers organizations to proactively monitor and manage tax exposure.

Together, we combine deep expertise with innovative technology to deliver smarter, more efficient solutions while creating opportunities for our team to grow, take ownership, and make a real impact.

• Handle daily client communications, including managing billing inquiries, resolving client issues, and leading collections efforts by following up on declined or overdue payments to ensure timely resolution and payment.
• Support day-to-day accounting operations, including accounts payable, accounts receivable, and general ledger activities.
• Partner with the Director of Finance to maintain accurate financial records and support ongoing accounting operations.
• Prepare and process bi-weekly payroll, ensuring employee information, compensation changes, and benefit deductions are accurate and up to date.
• Resolve payroll discrepancies and respond to employee payroll-related inquiries in a timely and professional manner.
• Manage accounts receivable processes, including invoicing support, payment application, and collections follow-up.
• Reconcile the accounts receivable ledger to ensure all payments are accurately recorded and posted.
• Identify and resolve client billing discrepancies while maintaining positive working relationships.
• Perform accounts payable functions, including verifying, classifying, and recording invoices and processing payments.
• Reconcile the accounts payable ledger to ensure all vendor obligations are properly recorded.
• Support month-end close activities, including account reconciliations, data validation, and assisting with journal entries.
• Provide support within Quick Books, including maintaining accurate records, troubleshooting basic issues, and assisting with system updates or cleanup efforts.
• Assist with payroll year-end processes, including preparation and distribution of W-2 forms.
• Identify process inefficiencies and recommend improvements to enhance accuracy and efficiency across accounting and payroll functions.
• Assist with special projects and additional duties as required.

• 5+ years of experience in accounts payable, accounts receivable, payroll administration, or related accounting functions.
• Experience with accounting systems, Quick Books preferred
• Strong knowledge of applicable accounting principles, multi-state payroll laws, regulations, and reporting deadlines.
• Advanced proficiency with Microsoft Excel and working knowledge of Microsoft Word and Adobe Acrobat.
• Exceptional attention to detail with the ability to manage multiple priorities and shift between tasks effectively.
• Demonstrated ability to exercise sound judgment and work independently with minimal supervision.
• Strong organizational and time management skills.
• Ability to collaborate effectively with cross-functional teams while maintaining accountability for individual responsibilities.
• Excellent written and verbal communication skills across all levels of the organization and with external partners.
• Strong business acumen and ability to handle sensitive financial information with discretion.

• Competitive base salary commensurate with experience.
• Full benefits package including health, dental, and company matching 401(k).
• Company-wide winter break – we shut down for a full week over Christmas. PTO + paid holidays.
• Growth opportunities in a fast-scaling company.
• A role with local presence and national impact.
• Be part of a culture built on integrity, transparency and relentless client focus.