Job Description
Job DescriptionJob Summary
We are seeking a detail-oriented Bookkeeper to join our Tax and Accounting Services team. This role focuses on after-the-fact bookkeeping with an emphasis on tax compliance. The ideal candidate will ensure accurate financial records, support tax CPAs, and maintain well-organized client data for timely and compliant tax filings.
Key Responsibilities
- Record financial transactions from source documents (bank statements, credit card statements, client records).
- Reconcile bank, credit card, and other financial accounts accurately and promptly.
- Maintain up-to-date, accurate financial data for all client accounts.
- Organize and manage digital and physical records for client files.
- Stay current on bookkeeping best practices and tax compliance requirements.
- Collaborate with team members and clients to resolve financial inquiries and provide documentation.
- Assist with administrative or accounting-related tasks as needed.
Required Skills & Competencies
- Communication: Clear oral and written communication; ability to present numerical data effectively.
- Technical Expertise: Solid understanding of accounting principles and reconciliation processes.
- Attention to Detail: High accuracy in preparing and reviewing financial data.
- Numerical Proficiency: Strong aptitude for working with numbers and performing calculations.
- Client Service: Ability to build and maintain strong client relationships.
- Technology Skills: Proficiency in QuickBooks Online, Bill.com, Hubdoc, POS systems, Expensify, Gusto, and Microsoft Office Suite.
- Organization & Planning: Strong time management and prioritization skills.
- Professionalism & Adaptability: Composed under pressure, flexible with changing priorities, and open to new technology.
Education & Experience
- Associate’s degree in Accounting or Finance required; Bachelor’s degree preferred.
- Minimum 3 years of professional bookkeeping experience, preferably in a public accounting or tax-focused environment.
- Strong knowledge of GAAP principles, reconciliation processes, and tax compliance.
- Experience with payroll systems and tax preparation software (QuickBooks ProAdvisor certification highly preferred).
- Familiarity with cloud-based accounting tools and document management systems.