Bookeeper (Accounting/Finance)
CBIZ
May prepare corporate tax returns, client billing, engagement letters and contracts
May complete bookkeeping and accounting duties for clients. This includes organizing and preparing work papers, preparing bank deposits and reconciliations; administering general ledger coding, postings and documents for correct entry
Collect and enter/download data from clients and review for accuracy
File and retrieve documents, records, and reports
Back-end processing such as printing, coping, filing, basic quality assurance and delivery of tax returns
Operates accounting and/or tax software to record, store and analyze data
Associate's or Bachelor's degree in Accounting, Finance, or related field preferred but not required
Proficiency in QuickBooks Online (QBO) accounting software
Proficiency in Yardi, Sage Intacct, Bill.com, Gusto, other software skills a plus
High School Diploma or GED
At least 2 years of accounting work experience
Must maintain current required licenses and certifications relevant to field of expertise
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
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