What are the responsibilities and job description for the Bookkeeper/Payroll Specialist position at Hacker, Nelson & Co., CPAs?
Overview
Local CPA firm seeks an experienced full-time Bookkeeper/Payroll Specialist who will also assist with tax preparation during tax season. Duties include preparing monthly and quarterly financial statements, processing payroll, filing federal and state payroll and sales tax forms, and completing W‑2s, 1099s, and other annual reports, along with providing additional tax return support from January through April. We offer continued career development, a flexible schedule, and the opportunity to grow with a local, family-oriented company.
Role and Responsibilities
This position is responsible for year-round bookkeeping and payroll processing, including financial statement preparation and timely filing of all federal and state payroll and sales tax forms. During tax season, the role also supports the preparation of W2’s, 1099’s and individual or business tax returns.
Responsibilities:
Year Round
- Process payroll for clients
- Prepare monthly and quarterly financial statements for clients
- File federal payroll returns, including forms 941, 943, 944, 940
- File state withholding, unemployment and applicable sales tax returns
- Assist clients with payroll notices
- Maintain proficiency in payroll software and financial statement setup
Tax Season (January – April)
- Prepare annual payroll forms including W-2’s, 1099’s and related filings
- Assist with individual and business tax return preparation
- Support staff and clients with year-end reporting needs
Qualifications and Education Requirements
- Experience in bookkeeping and payroll preferred
- Understanding of payroll laws and multi-client bookkeeping workflows
- Strong accuracy, organization, and time-management skills
Ability to research and stay up to date on regulatory changes
Preferred Skills
- Strong critical thinking and communication skills
- Self-motivated
- Intermediate computer proficiency
Competitive pay, based on skills and qualifications.
Benefits:
- Dental insurance
- Disability insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Work Location: In person