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Oversee end-to-end bookkeeping functions for a diverse portfolio of more than 20 clients, ensuring timely and accurate financial processing
Handle day-to-day accounts payable and accounts receivable activities while tracking cash movement and helping clients stay informed on liquidity needs
Reconcile bank accounts, credit cards, and balance sheet items to maintain reliable and up-to-date financial records
Lead monthly and annual closing activities, making sure all entries, adjustments, and supporting documentation are completed properly
Produce financial statements, customized reports, and backup schedules that give clients and internal stakeholders clear insight into performance
Administer payroll through various payroll systems, ensuring accurate calculations, processing, and recordkeeping
Manage required periodic filings such as sales tax submissions, business license renewals, and year-end 1099 reporting
Serve as a primary contact for clients by responding to questions related to payments, financial data, and routine operational matters
Partner with firm leadership and colleagues to deliver responsive service, uphold compliance standards, and maintain organized financial documentation
Requirements
At least 3 years of experience in full-charge bookkeeping combined with business management responsibilities
Demonstrated business management experience is required
Hands-on proficiency with both QuickBooks Online and QuickBooks Desktop
Minimum of 3 years of payroll processing experience across one or more payroll platforms
Proven ability to manage multiple client accounts and balance competing deadlines without sacrificing accuracy
Strong written and verbal communication skills with the ability to foster positive client relationships
Solid organizational, analytical, and problem-solving skills, along with proficiency in Microsoft Office, especially Excel
An Associate’s or Bachelor’s degree in Accounting, Finance, or a related discipline is preferred