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 skillsAble to work in a fast-paced environmentSolid understanding of bookkeeping and accounting payable / receivable principlesData entry skills along with a knack for numbersProficiency in Office ProductsCustomer Service OrientationHigh degree of accuracy and attention to detailKnowledge of tax procedures and external financial reporting is preferredStrong working knowledge of Microsoft Office Suite (Excel, Word, Outlook)Ability to work independently with minimal supervision and manage multiple client accountsStrong organizational skills and attention to detailFlexible availability during tax season , including half-day Saturdays from February 1st to April 15th , as neededProficiency in QuickBooks (desktop and / or online)Canopy CRM software experience is a plusEnglish : FluentBilingual candidate preferred (English / Spanish)Education & Experience
Minimum 3 years of relevant bookkeeping / accounting experienceHands-on experience with spreadsheets and proprietary software like QuickBooksProven bookkeeping and general accounting knowledge.Proven ability to calculate, post and manage accounting figures and financial records