Bookkeeper

Job Description

Our small but growing CPA and Financial Services office needs a reliable, organized Bookkeeper. The successful applicant will have a positive attitude, a desire to work as efficiently as possible, and excellent client-facing communication skills. We are looking for someone who can operate effectively with little or no supervision and who can manage multiple tasks at once without becoming overwhelmed.

Responsibilities

• Proactively communicate with clients to ensure compliance.
• Answer multi-line phone system and direct calls as required.
• Organize and schedule appointments.
• Write and distribute email, correspondence memos, letters, faxes and forms.
• Greet clients upon arrival and direct them to appropriate conference rooms.
• Maintain filing and storage systems in the office.
• Electronically scan documents into software system.
• Maintain office supply inventory.
• Retrieve documents and files when requested.
• Route incoming mail and process outgoing mail.
• Process and maintain the books for our clients utilizing QuickBooks software
• Bank reconciliations, general ledger entries, accounts receivable, and accounts payable, and fixed assets tracking
• Prepare accurate and timely payroll tax deposits, quarterly payroll tax returns and year-end W-2s and 1099s
• Strong knowledge of QuickBooks and CS Suite (preferred)
• Develop and maintain strong relationships with clients through ongoing communication and exceptional service
• Additional tasks as they arise.
• Must be able to be fingerprinted to have a background check completed.

Skills

• Must have knowledge of Microsoft Office, Computers, Data Entry, Typing, Communication, Filing, QuickBooks.
• Typing speed: minimum 60 WPM with 90 percent accuracy
• 5 years of proven office experience.
• Knowledge of office management systems and procedures.
• Working knowledge of office equipment, such as printers and fax machines.
• Excellent time management skills and the ability to prioritize work.
• Attention to detail and problem-solving skills.
• Excellent written and verbal communication skills.
• Strong organizational skills with the ability to multi-task.
• Familiarity with mobile technology.
• Pleasant, friendly disposition.
• Strong interpersonal communication skills