AccountantBookkeeper

Benefits

• 401(k) matching
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off

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.

• 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.

• 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 Quick Books Online, , 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.

• 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 (Quick Books Pro Advisor certification highly preferred).
• Familiarity with cloud-based accounting tools and document management systems.