Job Description

Job Description

Job Description

Position Summary

Our local CPA firm is seeking a detail-oriented and proactive Bookkeeper / Accounting Assistant to join our in-office team. This position is ideal for a self-starter with at least five years of bookkeeping experience who enjoys working directly with clients and managing multiple engagements.

The successful candidate will perform bookkeeping services, account reconciliations, sales tax compliance, and client accounting support while assisting our tax department with document collection and tax return assembly. Strong QuickBooks Desktop, QuickBooks Online, Microsoft Office, and client communication skills are essential.

Key Responsibilities

• Perform monthly, quarterly, and annual bank, credit card, and loan reconciliations.
• Maintain accurate bookkeeping records for multiple clients using QuickBooks Desktop and QuickBooks Online.
• Record financial transactions and prepare adjusting journal entries.
• Review financial activity for accuracy and identify discrepancies requiring client follow-up.
• Prepare financial reports.
• Coordinate with payroll providers such as ADP and assist clients with payroll setup and oversight.
• Prepare and file sales and use tax returns.
• Monitor filing deadlines and maintain compliance calendars.
• Communicate with clients regarding sales tax information and reporting requirements.

• Communicate with clients to collect tax organizers, source documents, and other required information.
• Track outstanding client information and follow up as necessary.
• Organize and assemble tax returns for review and delivery.
• Maintain electronic client files and document management systems.

• Assist the tax team during busy filing seasons.
• Serve as a primary point of contact for bookkeeping and accounting clients.
• Respond professionally to client inquiries and requests.
• Build and maintain strong client relationships through excellent service and communication.
• Educate clients on bookkeeping best practices and accounting procedures.

 

Required Qualifications

• Minimum of 5 years of bookkeeping or accounting experience .
• Experience with QuickBooks Desktop and QuickBooks Online .
• Working knowledge of payroll systems and payroll compliance requirements.
• Experience preparing and filing sales tax returns.
• Strong account reconciliation experience.
• Proficiency with Microsoft Excel, Word, Outlook, and other Microsoft Office applications.
• Excellent verbal and written communication skills.
• Strong organizational, analytical, and problem-solving abilities.
• Ability to manage multiple priorities and deadlines with minimal supervision.
• High level of accuracy, professionalism, and attention to detail.

Preferred Qualifications

• Previous experience in a CPA firm or public accounting environment.
• Experience assisting with tax return assembly and tax workflow management.
• Familiarity with SmartVault, SurePrep, or similar document management systems.
• Associate's or Bachelor's degree in Accounting, Finance, or a related field.

Ideal Candidate

The ideal candidate is a dependable self-starter who takes ownership of client engagements, communicates confidently with clients, and enjoys working in a collaborative CPA firm environment. This individual is organized, detail-oriented, and committed to delivering exceptional service while helping clients maintain accurate financial records and meet compliance requirements.

Compensation & Benefits

• Competitive salary, commensurate with experience

• Benefits package included, except health insurance.

 

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