What are the responsibilities and job description for the Bookkeeper position at American Benefits Company?
About us
As a Professional Employer Organization (PEO), we help businesses streamline operations by handling payroll and tax filings, workers’ comp, employee benefits, and accounting—all in one place. One partner. Total back-office support.
We’re hiring a Bookkeeper who leads with customer care and backs it up with amazing bookkeeping. You’ll own invoicing, payments, and reconciliations—and you’ll turn every billing interaction into a 5-star experience. From proactive outreach to clear, empathetic communication, you’ll resolve issues fast, protect trust, and make our customers feel genuinely valued while keeping the books airtight.
You thrive on feedback, adjust quickly, and bring a growth mindset to everything you do. You learn new systems quickly and champion continuous improvement. Most importantly, you lead with a client-first approach: clear communication, dependable deadlines, and an extra-mile attitude.
Key Responsibilities
- Maintain day-to-day bookkeeping: AP/AR, bank/credit card reconciliations, and general ledger accuracy
- Process payroll and related filings in QuickBooks as necessary
- Prepare monthly financial statements (P&L, balance sheet, cash flow) and management reports
- Support month-end and year-end close, accruals/adjustments, and workpaper prep
- Categorize and document transactions; maintain clean books and audit-ready files
- Communicate proactively with clients to resolve questions and gather documentation
- Manage a portfolio of multiple client books concurrently with clear prioritization and time management
- Maintain strict separation of client files, logins, and workpapers; follow naming conventions and folder structures by client
- Protect client confidentiality at all times; adhere to access controls, least-privilege principles, and secure file sharing
- Track deadlines and SLAs by client (monthly close, reconciliations, filings) and communicate proactively on status
- Document client-specific procedures and maintain up-to-date SOPs/checklists for each client
- Assist with sales/use tax, 1099s, and basic tax data prep for CPA review
- Help improve processes, checklists, and internal controls for quality and efficiency
Qualifications
- 2-3 years of hands-on bookkeeping/accounting experience
- Proficiency with QuickBooks
- Solid understanding of GAAP basics, accrual vs. cash, and month-end close routines
- Strong attention to detail, organization, and follow-through
- Excellent client communication and service orientation
Job Type: Full-time
Pay: Based on Experience
Benefits:
✔ 401(k) with company match
✔ Dental insurance
✔ Health insurance
✔ Paid time off
✔ Vision insurance
Schedule:
- 8-hour shift
- Monday to Friday
- In Office