Accountant Bookkeeper

Job Description Job Description Job Responsibilities: * Prepare and examine financial records, ensuring accuracy and compliance with regulations. * Maintain and reconcile general ledger accounts. * Assist in the preparation of financial statements. * Conduct monthly, quarterly, and annual financial close processes. * Prepare Payroll tax filings and ensure compliance with federal, state, and local tax laws. * Collaborate with our other offices to ensure optimal client service. * Oversee and process payroll for our clients. * Maintain payroll records and ensure compliance with wage laws and regulations. * Address payroll discrepancies and resolve issues efficiently. * Answer client questions and communicate professionally via phone and email. * Organize, scan, and maintain client files and internal records. * Assist with onboarding new clients and collecting required documentation. * Track deadlines and help ensure timely completion of client projects and filings. * Coordinate with staff across multiple office locations to support daily operations. * Schedule client appointments and assist with calendar management. * Monitor incoming documents through client portals and ensure proper organization. * Assist with data entry and maintaining accurate records within firm software systems. * Support office administrative tasks and special projects as needed. * Follow up with clients regarding missing information or outstanding items needed for tax and payroll processing. * Help maintain workflow tracking systems and update project statuses accordingly. Qualifications: * Bachelor's degree in Accounting or Finance. (Preferred but not required) * CPA or EA certification (preferred but not required). * Minimum of 3 years of accounting and/or payroll experience. * Proficiency in accounting, tax & payroll software (e.g., QuickBooks, Accounting CS, UltraTax CS, Payroll CS, Surepayroll, etc.) * Experience with payroll processing and compliance. * Excellent analytical and problem-solving skills. * Strong attention to detail and organizational skills. * Effective communication and interpersonal abilities. * Adaptability to change and learn new programs/skills. Benefits: * Health, dental, and vision insurance. * Healths Savings Account. * Long Term Disability Insurance. * Paid time off and holidays. * Professional development opportunities. Company Description At Haven Group CPA & Advisors, we're more than just numbers on a page. We partner with real people to help them make smart financial decisions that shape their futures. Our team is growing, and we're looking for talented, passionate individuals who want to make an impact. We offer a supportive work environment and plenty of opportunities to learn and grow your career. If you're ready to be part of a team that values both professional excellence and people, we'd love to hear from you! Company Description At Haven Group CPA & Advisors, we're more than just numbers on a page. We partner with real people to help them make smart financial decisions that shape their futures. Our team is growing, and we're looking for talented, passionate individuals who want to make an impact.\r\n\r\nWe offer a supportive work environment and plenty of opportunities to learn and grow your career. If you're ready to be part of a team that values both professional excellence and people, we'd love to hear from you!