Client Service Coordinator / Bookkeeper

Job Description

Job Description

Our local accounting firm is growing, and we are looking for a full-time Client Service Coordinator / Bookkeeper. Candidate must enjoy working with the public and accounting work, while working in a supportive, flexible and pleasant, family-oriented work environment!

Qualifications

• Friendly, positive, and professional attitude
• Teachable and eager to learn and grow professionally
• High attention to detail, maintaining confidentiality & organization
• Good time management skills
• Experience working with Microsoft Office Suite
• Experience in bookkeeping, QuickBooks (Preferred)
• Payroll and Sales Tax Experience (Preferred)

Responsibilities

• You will be the first point of contact for clients and will be responsible for making them feel welcome and ensuring their experience is stellar!
• Answering phone calls and responding to emails in a timely and helpful manner.
• Scheduling appointments and following up on outstanding items.
• Collecting and organizing incoming tax documents and assisting client at time of completion.
• You will have several assigned bookkeeping client accounts and will need to manage them timely and with excellence.
• Managing accounts payable and receivable, bank reconciliations, journal entries, QuickBooks reports, payroll, sales tax filings, and other accounting tasks.
• Providing payroll and bookkeeping training support clients.
• There will also be some daily administrative tasks, scanning, filing and local client deliveries, etc.

Compensation

• Small, family-friendly, positive office environment
• Flexibility and predictable, long-term role
• Paid Time Off
• Simple IRA with 3% employer match

Benefits:

• Flexible schedule
• Paid time off
• Retirement plan

Physical Setting:

• Office