What are the responsibilities and job description for the Payroll and Bookkeeping Account Manager 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.
Role Description
We are hiring a detail-oriented Bookkeeper / Payroll Specialist who leads with exceptional customer care and delivers accurate, dependable financial work. This role owns invoicing, payments, reconciliations, and payroll while turning every client and employee interaction into a 5‑star experience.
You’ll balance fast-paced daily deadlines with accuracy and empathy—resolving issues quickly, protecting trust, and making clients feel genuinely valued. You thrive on feedback, learn new systems quickly, and bring a growth mindset to continuous improvement. Most importantly, you are client-first: clear communication, dependable follow-through, and a willingness to go the extra mile.
- Maintain day-to-day bookkeeping, including Accounts Payable/Receivable, bank and credit card reconciliations, and general ledger accuracy
- Prepare and review monthly financial statements (P&L, balance sheet, cash flow) and management reports
- Support month-end and year-end close, including accruals, adjustments, and workpaper preparation
- Categorize, document, and maintain clean, audit-ready books
- Assist with sales/use tax filings, 1099 preparation, and basic tax data prep for CPA review
- Process payroll accurately and on time using payroll software and QuickBooks as required
- Maintain and update payroll records, including wages, deductions, benefits, and employee changes
- Ensure payroll data accuracy and compliance while handling sensitive information with discretion
- Communicate clearly and professionally with employees at all levels regarding payroll questions
- Communicate proactively with clients to resolve billing questions and gather required documentation
- Track deadlines and service-level expectations (monthly closes, reconciliations, filings) and provide timely status updates
- Deliver clear, empathetic, and professional communication in every interaction
- Manage multiple client books simultaneously with strong prioritization and time management
- Maintain strict separation of client files, logins, and workpapers
- Follow established naming conventions, folder structures, and documentation standards by client
- Protect client confidentiality at all times, adhering to access controls and secure file-sharing practices
- Document and maintain client-specific procedures, SOPs, and checklists
- Contribute to continuous improvement of processes, internal controls, and quality standards
- Work collaboratively with the team to support shared goals and maintain a positive work environment
- Demonstrate problem-solving skills, self-motivation, and accountability in a high-paced environment
Qualifications
- High attention to detail and accuracy
- Strong organizational and time management skills with the ability to meet daily and monthly deadlines
- Proficiency in payroll software, QuickBooks, and Microsoft Excel
- Excellent written and verbal communication skills
- Strong problem-solving abilities and willingness to learn quickly
- Ability to handle confidential and sensitive information with discretion
- Self-motivated team player with a positive, collaborative mindset
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