We are a growing CPA firm dedicated to providing top-quality accounting and financial services to individuals and businesses. We pride ourselves on delivering personalized solutions and maintaining long-lasting client relationships. We are looking for a highly organized and detail-oriented Bookkeeper & Office Manager to join our team in a part-time capacity, with the potential to transition into a full-time role.
Job Description:
As the Bookkeeper & Office Manager, you will be responsible for ensuring smooth office operations, managing bookkeeping tasks, and supporting the firm's day-to-day operational activities. You will be integral in helping the firm grow while maintaining accurate financial records and providing essential administrative support.
Key Responsibilities:
Bookkeeping:
- Manage bookkeeping on a monthly and quarterly schedule for multiple clients, ensuring accurate recording of financial transaction.
- Perform bank reconciliations
- Prepare financial reports such as balance sheets and income statements
- Prepare and process payroll for firm staff and assist clients with payroll when necessary.
- Assist with preparing financial information for CPA tax preparation and review.
- Assist with client inquiries relating to their financial statements
Office Management:
- Manage the day-to-day operations of the office, ensuring an efficient and organized work environment.
- Maintain office supply inventory, place orders when needed, and handle relationships with office service providers.
- Handle phone calls, emails, and client inquiries, directing them to the appropriate staff members as needed.
- Assist in scheduling client meetings, staff meetings, and managing the firm’s calendar.
- Ensure that client records and documents are properly filed, organized, and kept secure.
- Help with client billing and invoicing, and follow up on overdue accounts when necessary.
Client Support:
- Serve as a point of contact for clients, responding to basic bookkeeping inquiries, and escalating complex questions to accountants or CPAs as appropriate.
- Help onboard new clients by setting up their access to the firm's systems
Qualifications:
Required:
- Proven experience in bookkeeping and office management, preferably in a CPA firm or similar environment.
- Proficiency with accounting software such as QuickBooks Desktop and Quickbooks Online
- Strong understanding of basic accounting principles and processes.
- Excellent organizational skills and attention to detail.
- Ability to manage time effectively and handle multiple tasks simultaneously.
- Strong communication skills, both verbal and written.
- Intermediate to advanced skills in Microsoft Office Suite (Word, Excel, Outlook).
Preferred:
- Prior experience working with CPA firms or financial institutions.
- Familiarity with payroll systems and client billing software.
- Knowledge of tax filings and financial reporting requirements.
Work Schedule:
- Initially part-time, approximately 15-25 hours each week, with flexibility.
- Opportunity for growth into a full-time role based on performance and firm needs.
Compensation:
- Competitive hourly rate, based on experience.
- Potential for benefits package upon transitioning to full-time.
