What are the responsibilities and job description for the Bookkeeper & Multi-Client Payroll Specialist — Tampa, FL position at Clearpalm Insurance Inc.?
About ClearPalm
We're a family-founded firm with roots going back to 1985, now headquartered in Lutz, FL. ClearPalm operates as a true back-office partner for small and mid-sized businesses across the Tampa Bay area and greater Florida — handling payroll, commercial insurance, 401(k) administration, bookkeeping, and risk strategy all under one roof. Our clients aren't account numbers. They're business owners who call us by first name, and we treat their books and their people like our own.
Our motto says it all: Simplify Operations. Reduce Your Costs.
The Opportunity
We're hiring a Bookkeeper & Payroll Specialist who can confidently wear two hats — keeping clean QuickBooks books for our bookkeeping clients while running accurate, on-time payroll for a growing portfolio of payroll clients. This is a hands-on, high-trust role with real ownership, real client relationships, and real room to grow as ClearPalm continues to expand.
If you love the rhythm of closing the books, the satisfaction of a flawless payroll run, and the variety that comes from working across many industries in a single week — read on.
What You'll Do
Bookkeeping (QuickBooks):
- Own a portfolio of bookkeeping clients across QuickBooks Online and QuickBooks Desktop
- Perform bank and credit card reconciliations, AP/AR, journal entries, and monthly close
- Produce clean, audit-ready financials and walk clients through what the numbers actually mean
- Catch errors, ask the right questions, and keep messy books honest
Payroll (Multi-Client):
- Process payroll for multiple clients on weekly, bi-weekly, semi-monthly, and monthly cycles
- Onboard new payroll clients — gathering employee data, setting up deductions, verifying tax IDs
- Manage time-clock data, PTO, garnishments, child support orders, and benefit deductions
- Handle quarterly tax filings, year-end W-2s/1099s, and respond to agency notices
- Be the calm, knowledgeable voice on the phone when a client has a payroll question
What We're Looking For
- 3 years of hands-on QuickBooks experience (Online and Desktop both strongly preferred)
- 2 years of payroll experience — bonus points if you've processed payroll for multiple clients in a service bureau, CPA firm, or PEO/ASO setting
- Bilingual (English/Spanish) — many of our clients prefer to communicate in Spanish, and you'll use both languages daily
- Comfort juggling many clients without dropping balls — strong calendars, checklists, and follow-through
- Sharp attention to detail and a real respect for confidential information
- Friendly, professional communication — written and on the phone
- Problem-solver mindset: when something doesn't tie out, you dig until it does
Bonus Points For
- Experience with Apex HCM, SwipeClock, isolved, ADP, Paychex, or Gusto
- Familiarity with Florida payroll tax rules, workers' comp audits, and 401(k) census/funding files
- QuickBooks ProAdvisor certification
- Prior experience working with insurance, payroll, or accounting firms
Why Join ClearPalm
- Salary: $50,000 – $60,000 per year, based on experience
- 401(k) with company match — we administer 401(k) plans for our clients, so you better believe we take care of our own team
- A genuinely family-feel office — small team, no corporate red tape, every voice matters
- Long-term clients and a stable book of business — you're not chasing churn
- Direct mentorship from the owner and the senior team (José, Estrella, and Kandace)
- Real growth path as we expand the bookkeeping and payroll arms
- Modern tech stack (QuickBooks, Apex HCM, SwipeClock, Human Interest) — we invest in the right tools
- A workplace where honesty, friendship, and doing right by the client come before sales pressure
Schedule & Location
- Full-time, remote position
- Monday–Friday, standard business hours (with flex during quarter-end and year-end crunch)
How to Apply
Apply directly through Indeed with your resume and a short note telling us:
- How many clients you've handled at once (bookkeeping or payroll)
- Which payroll platforms you've used
- What you're looking for in your next role
We read every application personally. If you're the right fit, you'll hear from us quickly.
ClearPalm Inc, ClearPalm Insurance, Inc. and J&E Fernandez Inc, is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic.
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k) matching
- Health insurance
- Paid time off
Experience:
- QuickBooks: 3 years (Required)
License/Certification:
- QuickBooks Certificate (Required)
Work Location: In person
Salary : $50,000 - $60,000