Accounting Tech

Job Description

Job Description

Description:

Firm Type: Mid-Sized, Privately-Owned CPA and Advisory Firm

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Position Summary:

As a full-time Accounting Tech at hfco, you will be responsible for maintaining a professional relationship with business clients while performing day-to-day bookkeeping duties for multiple accounts. Successful candidates must be motivated self-starters who can get the job done quickly and accurately.  

While this role is intended to be hybrid, we are willing to consider fully remote candidates whose experience and qualifications strongly align with the position's needs.

Accounting Tech Responsibilities 

• Consistently and accurately code transactions to multiple dimensions (ex. account, class, customer/funder, project/sub-customer, division/location, etc.) and provide proper descriptive memos.
• Reconcile bank, credit card, and other financial accounts, inspect source documents and confirm they support the business purpose and proper coding of the transactions.
• Maintain clean bank feeds and resolve common issues (duplicate entries, unmatched items, missing payee details, feed disconnects).
• Assist with month-end close as needed by updating close checklists, preparing routine journal entries from templates and similar tasks as assigned. 
• Support accounts payable processes as assigned: enter bills, maintain vendor records, route items for approval, and prepare payment batches for client authorization.
• Support accounts receivable processes as assigned: generate invoices, apply payments, and assist with A/R aging follow-up lists.
• Assist with posting payroll entries and reconcile payroll clearing accounts.
• Gather and organize information needed for compliance-related items and assist with preparation (e.g., 1099 support, sales tax support, etc.) as directed.
• Maintain strong documentation and audit trail standards: attach invoices/receipts in the accounting system, keep organized client folders, and follow naming conventions.
• Use firm tools and templates consistently and contribute to continuous process improvement through documented feedback.
• Other duties as assigned.

Client Service & Responsiveness Expectations 

• Communicate professionally and responsively with clients and internal team members; acknowledge requests timely, follow up on missing items, and escalate urgent issues promptly.
• Maintain confidentiality in all client interactions, following firm standards for email/Teams etiquette and secure handling of client data.

Qualifications and Skills 

• High school diploma required; accounting coursework or certificate preferred
• 2+ years of bookkeeping or accounting support experience preferred
• 2+ years Microsoft Excel experience required
• 2+ years QuickBooks Online accounting software experience preferred
• Solid understanding of core bookkeeping functions: A/P, A/R, bank/credit card reconciliations, and general ledger coding
• Familiarity with payroll and sales tax functions is a plus
• Strong attention to detail, organization, and ability to meet deadlines in a fast-paced environment
• Ability to effectively manage multiple client engagements simultaneously while balancing competing priorities and deadlines. 

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Benefits:

• Competitive salary and performance-based bonuses
• Health, dental, and vision insurance
• Employer paid life insurance (2x salary)
• Monthly cell phone stipend of $50
• 401(k) plan and 50% employer match up to 10% of salary (within IRS limits) - eligible to contribute first day of employment
• HSA, FSA, 529 plans, and Supplemental Disability plans
• Tuition, professional dues, and fees reimbursement
• Client and employee referral bonus program

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Work/ Life Balance MATTERS!

• Generous PTO days and paid holidays
• Casual attire and atmosphere 
• Employee Assistance Program
• Assistance in CPA exam prep
• We feed you (even if you aren’t hungry)

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Company Values and Culture:

• Looking for a place where open communication, streamlined processes and accountability matter?  Look no further.  We run on EOS®.
• We offer all our employees the opportunity for extensive training and professional development coaching, team bonding, wellness and volunteer activities throughout the year.
• We live by our values…interested in finding out what they are?  Apply now!

Check out EOS®

hfco is an Equal Opportunity Employer.

hfco recognizes the value of diversity and is committed to creating an inclusive environment.  Come join us and help build our community.