About Us

• Maintain accurate financial records for multiple client accounts.
  
  
• Record and categorize daily transactions (sales, expenses, payroll, etc.) in QuickBooks Online and other accounting systems.
  
  
• Reconcile bank, credit card, and loan accounts on a monthly basis.
  
  
• Prepare month-end close deliverables, including balance sheets and income statements.
  
  
• Manage payroll processing for clients, including data entry, payroll runs, and adjustments.
  
  
• Ensure compliance with federal, state, and local payroll tax regulations.
  
  
• Process payroll tax filings and payments on behalf of clients (quarterly and annually).
  
  
• Track employee time, PTO, and benefits where applicable.
  
  
• Support accounts payable and accounts receivable tracking.
  
  
• Collaborate with CAS team and senior accountants to ensure timely reporting and compliance.
  
  
• Provide support for year-end tax preparation and audits.
  
  
• Maintain client files in accordance with firm standards (digital binder system).
  
  

Qualifications

• Required:
  
  
  • 3 years of bookkeeping or accounting experience.
    
    
  • Proficiency in QuickBooks Online.
    
    
  • Payroll processing experience (ADP, QBO Payroll, or Accounting CS).
    
    
  • Strong knowledge of GAAP basics and double-entry accounting.
    
    
  • Ability to manage multiple client accounts with accuracy and efficiency.
    
    
  • Excellent organizational skills and attention to detail.
    
    
• Preferred:
  
  
  • Experience working in a public accounting firm.
    
    
  • Familiarity with payroll tax compliance and multi-state payroll.
    
    
  • Experience with CAS or outsourced CFO services.
    
    

Skills & Attributes

• Detail-oriented and highly organized.
  
  
• Strong communication skills with clients and colleagues.
  
  
• Comfortable working with deadlines and managing multiple priorities.
  
  
• Proactive and solution-oriented approach to client needs.
  
  
• Tech-savvy with the ability to quickly learn new accounting tools and firm software.
  
  

What We Offer

• Competitive compensation aligned with experience.
  
  
• Professional development and CPA firm career pathways.
  
  
• Exposure to diverse industries and fast-scaling businesses.
  
  
• Collaborative and growth-minded culture.
  
  
• Structured systems, training, and mentorship to support your success.
  
  

At Metcalf & Company LLC, our mission is clear: to help our clients in their pursuit to live and to protect  their best financial life. We offer personalized financial strategies, comprehensive advisory, and unwavering support to help our clients navigate the complex financial landscape. We are not just accountants; we are partners in their pursuit of financial prosperity. We’re here to empower our clients, build trust, facilitate fulfillment, and help create a long lasting legacy.