What are the responsibilities and job description for the Bookkeeper and Payroll Specialist position at C2 Private Wealth?
About The Role
We are seeking a detail-oriented, reliable Part-Time Bookkeeper to support our CPA firm in serving small business and other business accounting clients. This role is responsible for maintaining accurate financial records, assisting with day-to-day bookkeeping tasks, and helping ensure timely, organized financial reporting for multiple clients. The ideal candidate has formal accounting knowledge, strong attention to detail, and hands-on experience with bookkeeping systems and reconciliations. A CPA license is not required.
Responsibilities
To apply, email us using the form below with your resume and a short introduction. Please use the subject line: Client Service Associate Application.
We are seeking a detail-oriented, reliable Part-Time Bookkeeper to support our CPA firm in serving small business and other business accounting clients. This role is responsible for maintaining accurate financial records, assisting with day-to-day bookkeeping tasks, and helping ensure timely, organized financial reporting for multiple clients. The ideal candidate has formal accounting knowledge, strong attention to detail, and hands-on experience with bookkeeping systems and reconciliations. A CPA license is not required.
Responsibilities
- Maintain accurate bookkeeping records for multiple business clients.
- Record and categorize financial transactions in accounting software.
- Reconcile bank, credit card, and loan accounts on a regular basis.
- Reconcile e-commerce and merchant accounts on a regular basis.
- Assist with accounts payable and accounts receivable processing, including invoice entry and payment tracking.
- Prepare and review monthly financial reports, account reconciliations, and supporting schedules.
- Organize and maintain digital financial records and source documents.
- Communicate with internal team members and clients to request missing information and clarify transactions.
- Help identify bookkeeping discrepancies and escalate issues as needed.
- Support month-end and year-end close processes.
- Assist with payroll, sales tax, or 1099-related tasks, if applicable.
- Formal accounting knowledge through an associate’s or bachelor’s degree in accounting, bookkeeping, finance, or a related field; or equivalent coursework/certification.
- 2 years of bookkeeping, accounting support, or related experience.
- Understanding of basic accounting principles, including debits/credits, reconciliations, and financial statement support.
- Proficiency with accounting software such as QuickBooks Online, QuickBooks Desktop, Xero, and similar platforms.
- Knowledge of merchant platform accounting and reporting is required. (Ex. Shopify, Amazon, eBay, etc.)
- Strong Excel and general Microsoft Office skills.
- High attention to detail, accuracy, and strong organizational skills.
- Ability to manage deadlines and handle multiple client accounts in a professional environment.
- Strong written and verbal communication skills.
- Ability to maintain confidentiality and exercise sound judgment.
- Hourly -- Up to $30/hr depending on experience
- Some availability during 9-5 work hours in EST time zone is required.
- Contract engagement with potential for full time work
- Collaborative, low-bureaucracy environment
- Direct client interaction and meaningful technical work
- Clear focus on individual contributor responsibilities
- Additional work opportunities related to tax preparation and compliance
- Depending on candidate qualification, additional hours and compensation is available during tax season to perform tax preparation work.
To apply, email us using the form below with your resume and a short introduction. Please use the subject line: Client Service Associate Application.