Bookkeeper

Job Description

Bookkeeper | Robert Half

The Tone:
This is a full-time role at a well-established accounting firm, operating on a flexible hybrid schedule. This firm is dedicated to providing comprehensive financial services, primarily to a diverse portfolio of small business clients. This Bookkeeper role is absolutely essential for maintaining the accuracy and integrity of client financial records, which directly supports their operational health, regulatory compliance, and strategic decision-making. The position offers a unique work-life balance, with a demanding but rewarding busy season followed by a significantly reduced workload for the majority of the year, providing ample personal flexibility.

The TL;DR
• Role: Full Time
• Type: Hybrid – Flexible Schedule
• Location: Hybrid
• Mission: To ensure accurate and compliant financial record-keeping and support tax processes for multiple small business clients, contributing to their overall financial stability and growth.
• Tech Stack: QuickBooks Online, QuickBooks Desktop

What You’ll Actually Do
• Client Bookkeeping: Oversee and manage all core bookkeeping functions for a diverse portfolio of multiple small business clients, ensuring meticulous record-keeping and compliance.
• Financial Reconciliation: Perform thorough bank and credit card reconciliations to verify transaction accuracy and integrity across client accounts.
• Ledger Analysis: Systematically review balance sheets and general ledger activity, identifying discrepancies and ensuring financial data consistency.
• Transaction Management: Accurately enter, process, and maintain all financial transactions using both QuickBooks Online and QuickBooks Desktop platforms.
• Client Engagement & Tax Support: Communicate professionally with clients to gather necessary financial documentation and information, while also assisting with sales tax and payroll tax filings as required.

The Must-Haves
• Background: An experienced professional with a comprehensive understanding of core accounting principles, including general ledger accounting, financial reporting, and the nuances of reconciliations.
• Experience: Demonstrated multi-entity bookkeeping experience is a mandatory requirement. Candidates must also possess proven proficiency and hands-on experience with both QuickBooks Online and QuickBooks Desktop.
• Skills: Exceptional communication skills are essential for client interaction, alongside strong client service abilities. A robust analytical aptitude for reviewing financial data is also crucial.
• Bonus: Prior experience gained within a CPA firm or a public accounting environment is highly valued. Additionally, practical experience with sales tax and payroll tax processes will be a significant advantage.