Bookkeeper

About the Position

• Organized, dependable, and comfortable with computers? Wed like to meet you.
• Well established, ten-person accounting firm serving individuals and businesses. Were looking for a reliable, detail-oriented, experienced bookkeeper to help keep client documents organized, support our tax preparers, and handle bookkeeping and payroll responsibilities.
• This role requires 25 years of bookkeeping and payroll experience and proficiency with QuickBooks Online or Desktop and Excel. Bookkeeping and payroll fundamentals must already be known. Training is provided only for tax intake.
• This is a permanent, year-round opportunity for someone interested in becoming a valued, long-term member of our team.

Your Initial Focus: Tax Document Intake

Youll begin by learning the tax intake processthe document preparation and organization that allows our tax preparers to work efficiently.

You will:

• Receive, scan, label, and organize client documents.
• Use checklists and office procedures to check files for completeness.
• Follow up with clients by phone and email for missing documents and information.
• Track outstanding requests and keep client files current.
• Assemble organized files for the tax preparers and flag questions for their attention.
• Accurately enter client information into our systems.
• Handle confidential financial and personal information carefully.

Bookkeeping and Payroll Responsibilities

• Using your existing bookkeeping and payroll knowledge, your responsibilities will include:
• Entering and categorizing bookkeeping transactions.
• Reconciling bank and credit card accounts.
• Maintaining client records in QuickBooks.
• Preparing supporting reports and schedules for our accountants.
• Processing payroll and maintaining accurate payroll records.
• Other administrative and bookkeeping tasks that keep client work moving.

Qualification:

• 35 years of bookkeeping and payroll experience.
• Proficiency with QuickBooks Online or Desktop and established bookkeeping and payroll fundamentals.
• Strong organizational skills and attention to detail.
• Dependability, punctuality, and consistent follow-through.
• Solid computer skills, including email, digital files, PDFs, and basic spreadsheets.
• Ability to learn new software and follow established procedures.
• Confidence communicating professionally with clients and following up on unanswered requests.
• Ability to manage several assignments and keep track of deadlines.
• Willingness to ask questions, take feedback, and learn.
• Comfort working in our Maspeth office and meeting the tax-season schedule.
• An accounting degree is not required. Helpful, but Not Required
• Experience in office administration, client service, document management, or tax intake.
• Prior public accounting firm experience is strongly preferred but not required. What's more important to us is experience working with multiple businesses or clients, ideally in a public accounting firm or outsourced bookkeeping environment.
• Familiarity with Intuit ProSeries.
• Experience handling confidential documents or supporting multiple clients.

Schedule

• January: MondayFriday, 9 a.m.5 p.m.
• Tax season: February 1April 15: MondaySaturday, 9 a.m.7 p.m. Extended hours and Saturdays are required during this period.
• April 16May 31: MondayFriday, 9 a.m.5 p.m.
• June 1December 31: MondayThursday, 9 a.m.5 p.m. Fridays off.

This is an in-office position. Remote will not be offered or available in the future.