Bookkeeper

• Maintain accurate client financial records, including general ledger entries and account maintenance
• Manage accounts payable and receivable, including vendor bills, invoicing, payment tracking, and overdue accounts
• Record payroll transactions, expenses, and reimbursements
• Perform monthly bank and credit card reconciliations
• Prepare monthly, quarterly, and annual financial statements, including income statements, balance sheets, and cash flow statements
• Support month-end and year-end close and prepare financial information for tax filings and internal review
• Serve as a primary point of contact for bookkeeping-related client needs
• Gather financial documentation and help clients use accounting platforms such as Quick Books and Xero
• Partner with accountants and tax professionals to keep bookkeeping and tax work accurate and coordinated
• Maintain organized client records and documentation in firm systems
• Adopt tools and workflow improvements that increase accuracy and efficiency

• Associate degree or higher in Accounting, Finance, or related field
• 2+ years of bookkeeping experience
• Proficiency in Quick Books, Xero, or similar accounting platforms
• Strong understanding of accounts payable, accounts receivable, and general ledger management
• Payroll processing experience
• Familiarity with U.S. tax regulations
• Experience supporting multiple clients in a fast-paced environment
• Accounting or bookkeeping certification
• Generally three days per week onsite
• Overtime may be required during peak tax seasons
• Remote or in-office work depending on firm needs
• Tax season requires full-time in-office
• Occasional client site visits may be required

Demonstrates expertise in maintaining accurate financial records, managing accounts payable and receivable, and preparing financial statements. Proficient in using accounting platforms like Quick Books and Xero, with a strong understanding of U.S. tax regulations and payroll processing.

• Bookkeeping Experience
• Proficiency In Quick Books
• Accounts Payable Management
• Payroll Processing
• Accounting Certification