Benefits:

401(k) matching

Competitive salary

Dental insurance

Health insurance

Paid time off

Job Summary

We are seeking a detail-oriented Bookkeeper to join our Tax and Accounting Services team. This role focuses on after-the-fact bookkeeping with an emphasis on tax compliance. The ideal candidate will ensure accurate financial records, support tax CPAs, and maintain well-organized client data for timely and compliant tax filings.

Key Responsibilities

Record financial transactions from source documents (bank statements, credit card statements, client records).

Reconcile bank, credit card, and other financial accounts accurately and promptly.

Maintain up-to-date, accurate financial data for all client accounts.

Organize and manage digital and physical records for client files.

Stay current on bookkeeping best practices and tax compliance requirements.

Collaborate with team members and clients to resolve financial inquiries and provide documentation.

Assist with administrative or accounting-related tasks as needed.

Required Skills & Competencies

Communication: Clear oral and written communication; ability to present numerical data effectively.

Technical Expertise: Solid understanding of accounting principles and reconciliation processes.

Attention to Detail: High accuracy in preparing and reviewing financial data.

Numerical Proficiency: Strong aptitude for working with numbers and performing calculations.

Client Service: Ability to build and maintain strong client relationships.

Technology Skills: Proficiency in QuickBooks Online, Bill.com, Hubdoc, POS systems, Expensify, Gusto, and Microsoft Office Suite.

Organization & Planning: Strong time management and prioritization skills.

Professionalism & Adaptability: Composed under pressure, flexible with changing priorities, and open to new technology.

Education & Experience

Associate’s degree in Accounting or Finance required; Bachelor’s degree preferred.

Minimum 3 years of professional bookkeeping experience, preferably in a public accounting or tax-focused environment.

Strong knowledge of GAAP principles, reconciliation processes, and tax compliance.

Experience with payroll systems and tax preparation software (QuickBooks ProAdvisor certification highly preferred).

Familiarity with cloud-based accounting tools and document management systems.