About This Role
This Bookkeeper role is for a detail-oriented professional with experience in tax preparation and accounting operations. The successful candidate will maintain accurate financial records, manage daily bookkeeping activities, assist with month-end close processes, and support various tax preparations and filings.
Responsibilities
- Maintain and reconcile general ledger accounts
- Process Accounts Payable (AP) and Accounts Receivable (AR)
- Record daily financial transactions and journal entries
- Perform monthly bank, credit card, and account reconciliations
- Prepare and maintain financial reports, including Profit & Loss and Balance Sheet statements
- Assist with month-end and year-end closing activities
- Prepare and organize documentation for tax filings and audits
- Support preparation of corporate, partnership, sales tax, payroll tax, and other tax returns
- Ensure compliance with federal, state, and local tax regulations
- Process payroll and reconcile payroll-related accounts when required
- Monitor cash flow and maintain accurate financial records
- Collaborate with CPAs, tax advisors, and external auditors
- Identify discrepancies and resolve accounting issues promptly
Requirements
- Associate’s or Bachelor’s degree in Accounting, Finance, or a related field preferred
- 3+ years of bookkeeping experience
- Experience supporting tax preparation, tax filings, and tax compliance activities
- Strong understanding of General Ledger, Journal Entries, Bank Reconciliations, and Financial Reporting
- Experience with accounting software such as QuickBooks, Sage, NetSuite, Xero, or similar ERP systems
- Proficiency in Microsoft Excel, including VLOOKUPs and Pivot Tables
- Strong organizational skills and attention to detail
- Excellent written and verbal communication skills
