Bookkeeper Job at Engage Cleveland (Cleveland)

Job Description

We are very excited about our growth opportunities and are seeking highly motivated individuals with a commitment to client service to join our team!

Perform bookkeeping tasks, including recording financial transactions, reconciling accounts, and maintaining general ledgers for clients
Prepare and analyze financial statements, such as balance sheets, income statements, and cash flow statements
Assist with tax planning and compliance activities, identifying potential tax savings opportunities and ensuring adherence to tax filing deadlines
Maintain organized and up-to-date client files and documentation, ensuring confidentiality and security of sensitive information
Provide exceptional client service, addressing client inquiries and concerns in a timely and professional manner

Associate degree or higher in accounting, finance, or a related field is preferred
Minimum of 5 years of experience in bookkeeping
General understanding of Payroll and Local Taxes, including but not limited to: Withholdings & Tax Filings, Sales Tax Reporting, and 1099 reporting
Strong knowledge of generally accepted accounting principles (GAAP) and tax laws and regulations
Proficiency in accounting software (e.g., QuickBooks, Xero) and tax preparation software (e.g., Lacerte, ProSeries)
Experience with EFTPS, Ohio Business Gateway, Ohio E-Services and/or other online bookkeeping and tax portals
Excellent attention to detail and accuracy, with strong analytical and problem-solving skills
Ability to manage multiple tasks and prioritize effectively to meet deadlines in a fast-paced environment
High level of professionalism, ethics, and integrity in handling confidential client information

Tax knowledge in the following areas a plus but not required: Assist with the preparation and review of individual tax returns (Form 1040) for clients, ensuring accuracy and compliance with relevant tax laws and regulations, ensuring timely completion
Handle tax notices and correspondences from tax authorities, addressing inquiries, providing documentation, and resolving issues on behalf of clients, including collaborating with clients to gather necessary information and documentation for tax filings
Conduct research on tax-related matters, staying up to date with changes in tax laws and regulations to provide accurate and current advice to clients