Bookkeeper (CPA Firm)

Bookkeeper – CPA Firm

We are seeking a detail-oriented Bookkeeper to join our CPA firm and assist with maintaining and updating financial books and records for multiple clients.

Responsibilities

• Record and maintain client financial transactions
• Reconcile bank, credit card, and loan accounts
• Manage accounts payable and accounts receivable
• Maintain accurate general ledger records
• Process payroll and assist with payroll tax filings
• Prepare and file sales tax returns
• Prepare monthly financial statements and supporting schedules
• Review and organize client financial documentation
• Communicate with clients regarding bookkeeping requests, missing information, and account questions
• Provide strong client service and maintain professional client relationships
• Assist clients with accounting software questions and day-to-day bookkeeping support
• Support accountants and CPAs during month-end, year-end, and tax preparation processes
• Ensure accuracy, completeness, and timeliness of client financial records
• Perform additional administrative and accounting support tasks as needed

Qualifications

• Prior bookkeeping or accounting experience preferred
• Experience working in a CPA or accounting firm is a plus
• Proficiency with QuickBooks and Microsoft Excel
• Knowledge of payroll processing and sales tax filings
• Strong attention to detail and organizational skills
• Ability to manage multiple client accounts and deadlines
• Strong communication and client service skills
• Ability to work independently and as part of a team

Preferred Experience

• QuickBooks Online and QuickBooks Desktop
• Payroll processing and payroll tax filings
• Sales tax preparation and filing
• Bank and credit card reconciliations
• Multi-client bookkeeping environments

This position requires strong organizational skills, accuracy, professionalism, and the ability to work efficiently in a fast-paced CPA firm environment while maintaining excellent client relationships.

Hiring Requirements

• Examples of written communication in connection with financial reporting will be required.
• Must be available to work the following hours:
o Regular Season Hours
 Standard office hours: 9:00 a.m. to 5:30 p.m. (1 hour lunch)
 Flexible start time: 8:00 a.m. to 10:00 a.m.
 8 hour work day
o Tax Season Monday through Friday Hours (Jan – April)
 Standard office hours: 9:00 a.m. to 6:00 p.m. (1 hour lunch)
 Flexible start time: 8:00 a.m. to 10:00 a.m.
 8 hour work day
o Tax Season Saturday Hours (Jan – April)
 10:00 a.m. to 1:00 p.m. (compensatory time/pay provided)

Firm Offerings
• Competitive Industry Salary
• Hybrid Work Schedule (1 WFH days/week)
• Flexible Start Time (8:00 a.m. to 10:00 a.m.)
• Friday Hours (Memorial Day through Labor Day): 9:00 a.m. to 3:00 p.m. (1 hour lunch)
• Comprehensive Medical, Dental, Vision, FSA, Commuter, and Ancillary Benefits
• 401K Profit Sharing Plan with Match
• Generous Paid Time Off Policy