Full-Charge Bookkeeper & Office Manager

Full-Charge Bookkeeper/Office Manager

About the Role Professional Tree Care is hiring a hands-on Full-Charge Bookkeeper who will also serve as the Office Manager for one of our sister companies based near Martinez, CA. Reporting to our General Manager, you'll work closely with a Field Operations Manager and be the financial and operational backbone for a trades-focused business that serves homeowners across the East Bay. This role suits a detail-oriented self-starter with accounting expertise, strong people skills, and, ideally, experience in the trades or home services industry.

Key Responsibilities

• Serve as the company's "Office Parent", leader, and sole point of contact for high level administrative issues including H.R, annual benefits renewal, E.D.D, hiring/performance reviews/write-ups/terminations, legal issues, compensation increases, bonuses: all things related to keeping your people happy. You'll also serve as the main point of contact to Professional Tree Care.
• Full-charge bookkeeping: maintain general ledger, accounts payable/receivable, bank reconciliations, credit card and petty cash management, payroll processing, sales tax and use tax prep support
• Month-end close, prepare financial statements, and coordinate with external CPA for quarterly/annual filings
• Job costing and profitability tracking by project; monitor margins and change orders
• Ensuring your team is collecting payment from homeowners on the day service is rendered (via PayPal, Apple Pay, Venmo, check, etc.). Oversee collections, deposits, and retention tracking, manage billing disputes, and set up lay-away tree care/payment plans with customers if needed.
• Oversee all staff who work on your site throughout the day. This includes an administrative staff of three, a mechanic, and a sawmill operator who doubles as Facilities Manager. You will be assigning tasks, setting priorities, training, and checking in with folks to know if they're happy/unhappy, taking vacation, planning to move, working too hard/hardly working, etc.
• Oversee office operations: facilities, and IT/admin systems, etc. and mentor an Admin who takes care of supplies and purchasing branded gear, safety equipment, truck magnets, etc.
• Implement process improvements and new software systems as required by the parent company such as Sage, ADP, and ADP's time-tracking software, ECONZ.
• Ensure compliance with payroll, tax, licensing, and insurance requirements.
• Produce regular operational and financial reports for leadership.
• Support Field Operations Manager as needed
• Work closely with the accounting, HR/Payroll and senior management staff at the parent company to align reporting, processes, and annual goals

Qualifications

• Excellent leadership and communication skills; proven supervisory experience. Best if you have experience overseeing a group of at least 5 people; more is even better.
• 5+ years bookkeeping experience; full charge/bookkeeper or office manager experience required. Best if you have served in both roles.
• Strong working knowledge of QuickBooks Online or Desktop. Even better if you know Sage Intacct. Must be comfortable importing/exporting data and using add-ons.
• Payroll experience (ADP, Gusto, or similar) and familiarity with payroll tax filings.
• Organized, proactive, able to manage multiple priorities and deadlines.
• Experience with job costing, estimates, change orders, and construction/trades accounting preferred.
• Experience working directly with homeowners and subcontractors in residential services a strong plus.
• Proficient with MS Excel and cloud-based CRM tools such as Salesforce; experience with scheduling/dispatch software a plus.
• Associate degree in accounting, bookkeeping certificate, or equivalent practical experience preferred. Bachelor's degree preferred.
• Must be available to work in the U.S. without sponsorship.
• Must have your own reliable transportation since our location is not reachable by public transportation.
• Must pass criminal background check, drug test, and professional references inquiries from at least two positions where you did work relevant to this role.
• This role is best suited for someone seeking a position for a minimum of five (5) years.
• Bonus points for being bilingual English/Spanish.

Compensation, Benefits and Perks

• Competitive salary $89,500.00 to $93,6700 dependent on experience and fit to the company culture.
• Paid health insurance, time off, and paid sick leave
• Casual jeans & sneakers workplace
• (Sweet, small) dog friendly office. Sadly, not cats or other animals currently due to employees who are allergic.

How We Work

• Collaborative: Team environment working closely with field and administrative staff.
• On-site: All work is done on-site and for at least 8 hours per day Monday through Friday. No work from home option is available. The person in this role should live near Martinez, CA, since you will be the on-call manager for security-related calls from the police, if needed.
• Flexible: You may adjust your schedule accordingly to adapt for heavy traffic. For example: 6:00 a.m. to 2:30 p.m. for those driving to/from Pittsburgh, Antioch, and farther east.
• Customer-centric. This is a fast-paced, problem-solving role with meaningful impact on company growth and customer satisfaction. Keeping our customers happy is our top priority!

How to Apply

1. Update your resume so your LinkedIn profile is at the top near your name, cell number, and town where you are currently living. If you don't have a LinkedIn profile, please get one BEFORE applying. We use LinkedIn and do NOT use A.I. when reviewing resumes.
2. If you currently live more than 45-minute drive IN MORNING TRAFFIC from Martinez, CA., explain when you will be moving.
3. If you are asked to take a survey, please do so within 48 hours. Only candidates who have taken the survey will be interviewed. In other words, there is no way to skip the survey. If taking a 10-minute survey online makes you nervous, this is not the job for you.
4. If you're invited to a phone interview, start studying. We'll provide our website details and further information about the role. Be prepared to answer questions and please prepare a few of your own.
5. We are an Equal Opportunity employer and welcome applicants from all backgrounds.