Bookkeeper (CPA Firm)

Job Description

Job Description

Bookkeeper – CPA Firm

We are seeking a detail-oriented Bookkeeper to join our CPA firm and assist with maintaining and updating financial books and records for multiple clients.

Responsibilities

• Record and maintain client financial transactions
• Reconcile bank, credit card, and loan accounts
• Manage accounts payable and accounts receivable
• Maintain accurate general ledger records
• Process payroll and assist with payroll tax filings
• Prepare and file sales tax returns
• Prepare monthly financial statements and supporting schedules
• Review and organize client financial documentation
• Communicate with clients regarding bookkeeping requests, missing information, and account questions
• Provide strong client service and maintain professional client relationships
• Assist clients with accounting software questions and day-to-day bookkeeping support
• Support accountants and CPAs during month-end, year-end, and tax preparation processes
• Ensure accuracy, completeness, and timeliness of client financial records
• Perform additional administrative and accounting support tasks as needed

Qualifications

• Prior bookkeeping or accounting experience preferred
• Experience working in a CPA or accounting firm is a plus
• Proficiency with QuickBooks and Microsoft Excel
• Knowledge of payroll processing and sales tax filings
• Strong attention to detail and organizational skills
• Ability to manage multiple client accounts and deadlines
• Strong communication and client service skills
• Ability to work independently and as part of a team

Preferred Experience

• QuickBooks Online and QuickBooks Desktop
• Payroll processing and payroll tax filings
• Sales tax preparation and filing
• Bank and credit card reconciliations
• Multi-client bookkeeping environments

This position requires strong organizational skills, accuracy, professionalism, and the ability to work efficiently in a fast-paced CPA firm environment while maintaining excellent client relationships.

Hiring Requirements

• Examples of written communication in connection with financial reporting will be required.
• Must be available to work the following hours:
o Regular Season Hours
 Standard office hours: 9:00 a.m. to 5:30 p.m. (1 hour lunch)
 Flexible start time: 8:00 a.m. to 10:00 a.m.
 8 hour work day
o Tax Season Monday through Friday Hours (Jan – April)
 Standard office hours: 9:00 a.m. to 6:00 p.m. (1 hour lunch)
 Flexible start time: 8:00 a.m. to 10:00 a.m.
 8 hour work day
o Tax Season Saturday Hours (Jan – April)
 10:00 a.m. to 1:00 p.m. (compensatory time/pay provided)

Firm Offerings
• Competitive Industry Salary
• Hybrid Work Schedule (1 WFH days/week)
• Flexible Start Time (8:00 a.m. to 10:00 a.m.)
• Friday Hours (Memorial Day through Labor Day): 9:00 a.m. to 3:00 p.m. (1 hour lunch)
• Comprehensive Medical, Dental, Vision, FSA, Commuter, and Ancillary Benefits
• 401K Profit Sharing Plan with Match
• Generous Paid Time Off Policy

Company Description

Our Firm is a Certified Public Accounting Firm specializing in accounting, tax, audit, bookkeeping, and advisory services. Our clients are based within the U.S and abroad and come from a variety of industries. We serve individuals clients and businesses of all sizes.

We believe in the value of relationships and believe that in order for our firm to succeed our employees must also succeed. We provide our employees with the opportunity to grow in a supportive environment. We provide a competitive compensation package and work with our employees to achieve work-life balance.

Company Description

Our Firm is a Certified Public Accounting Firm specializing in accounting, tax, audit, bookkeeping, and advisory services. Our clients are based within the U.S and abroad and come from a variety of industries. We serve individuals clients and businesses of all sizes. \r\n\r\nWe believe in the value of relationships and believe that in order for our firm to succeed our employees must also succeed. We provide our employees with the opportunity to grow in a supportive environment. We provide a competitive compensation package and work with our employees to achieve work-life balance.