Job Description

About Us

We are a dynamic and growing accounting firm committed to delivering high-quality financial services to a diverse client base.

Position Summary

We're looking for a skilled and detail-oriented  Bookkeeper  with strong accounting knowledge to support our Tax and Accounting teams. This role is ideal for a professional who enjoys managing the details of financial records, thrives in a fast-paced environment, and is committed to helping clients succeed by maintaining accurate and compliant books .

Essential Duties and Responsibilities

Bookkeeping & Accounting

• Maintain accurate financial records and bring books to trial balance stage
• Record monthly financial transactions and maintain the general ledger
• Reconcile bank and credit card statements
• Prepare periodic financial reports for clients
• Analyze and calculate sales tax; ensure timely payments
• Collaborate with the team for year-end financial preparation and audits

Client Relations and Advisory:

• Communicate regularly with clients to gather necessary tax documents and financial information.

Compliance and Reporting:

• Support the preparation of financial statements in accordance with Generally Accepted Accounting Principles (GAAP).
• Monitor and improve internal processes to increase efficiency and accuracy in bookkeeping workflows.

Knowledge, Skills and Abilities

• Excellent communication skills
• Able to work in a fast-paced environment
• Solid understanding of bookkeeping and accounting payable/receivable principles
• Data entry skills along with a knack for numbers
• Proficiency in Office Products
• Customer Service Orientation
• High degree of accuracy and attention to detail
• Knowledge of tax procedures and external financial reporting is preferred
• Strong working knowledge of  Microsoft Office Suite (Excel, Word, Outlook)
• Ability to work independently with minimal supervision and manage multiple client accounts
• Strong organizational skills and attention to detail
• Flexible availability during tax season , including  half-day Saturdays from  February 1st to April 15th , as needed
• Proficiency in QuickBooks (desktop and/or online)
• Canopy CRM software experience is a plus
• English: Fluent
• Bilingual candidate preferred (English/Spanish)

Education & Experience

• Minimum 3 years of relevant bookkeeping/accounting experience
• Hands-on experience with spreadsheets and proprietary software like QuickBooks
• Proven bookkeeping and general accounting knowledge.
• Proven ability to calculate, post and manage accounting figures and financial records

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