Bookkeeper/Secretary Position Available In Union, North Carolina

Bookkeeper/Secretary Martinez Law Monroe, NC 28110 Overview We’re seeking a Bookkeeper & Secretary to join us at our law firm. This dual-role position is perfect for someone who is organized, tech-savvy, and passionate about keeping a business running smoothly behind the scenes. We’re looking for a strong team player with experience as a bookkeeper, that can work with our team and add value throughout all our processes. Must maintain professional demeanor and appearance, communicate effectively with other team members, and clients to support the objectives of the organization while providing excellent customer service. The bookkeeper will be responsible for monitoring financial records, organizing tax documents, and other tasks as needed to support the financial health of the company. About our team We prioritize integrity, honesty, compassion, hard work ethic and recognizing the value in every individual, and maintain an unwavering commitment to client satisfaction. In return, we offer a stable, long-term position with a salary commensurate with your experience and expertise. We encourage our team to strive for excellence, which helps create a friendly and positive workplace. Our goal is to foster a cohesive team atmosphere where everyone feels supported. And of course, we offer competitive compensation. Our core values are aligned with providing excellent and personalized attention to our clients, educating and empowering our clients and team members, contributing to our community, advocating for fair and just treatment for all. Along with trust, respect, integrity, and compassion. Responsibilities Fluidly manage all aspects of accounting and financials including Quickbooks, Generating Monthly Reports, Budgeting, Accounts Payable & Receivable, and Cash Management. Manage bookkeeping tasks using QuickBooks (invoicing, tracking expenses, reconciliations, etc.) Record daily financial transactions and reconcile accounts Maintain accurate financial records, including ledgers and reports Process accounts payable and receivable, ensuring timely payments and collections Prepare financial statements, including profit and loss statements and balance sheets Ensure compliance with tax regulations and financial reporting standards Collaborate with management to create financial projections and budgets Conduct periodic audits to ensure accuracy and prevent discrepancies Utilize accounting software (QuickBooks) and tools (Excel) to manage financial data efficiently Cut checks and process payments as required, ensuring timely disbursement Maintaining an open line of communication with clients ensuring they are updated about their case Greet clients and visitors in a professional and friendly manner Assist with filing and organizing legal documents Handle client inquiries and provide excellent customer service Assist with other administrative tasks as needed Maintain and organize office records, receipts, and financial documents Support the team with scheduling, email correspondence, and administrative duties Assist with client and vendor communication as needed Upload documents to Google Drive and maintain digital files Fluidly manage all aspects of Human Resources including payroll processing, insurance, compliance.

Oversee general office operations:

tax and regulatory filings. Conduct expense reports and cross check against credit card bill for accuracy All other duties as assigned. Experience Excellent QuickBooks skills, minimum 2 years experience Must be bilingual (English/Spanish) Proficient in Microsoft Office Suite Experience with payroll taxes, filing quarterlies and insurance audits A strong work ethic and a high degree of integrity, and will maintain the privacy, integrity and security of confidential information Must be organized and detail-oriented Strong interpersonal and communication skills Proficient in using office equipment, such as printers, scanners, and fax machines High level of reliability, dependability, and punctuality Excellent organizational skills with the ability to prioritize tasks effectively Must have a positive attitude and professional appearance. Comfortable working independently in a small office setting Strong understanding of accounting principles and financial reporting Bachelor’s or other degree in business administration, accounting, finance, or relevant field (preferred but not required) Experience in HR is a plus Experience in office management is a plus If you are a motivated individual with a passion for numbers and organization, we encourage you to apply for this exciting opportunity as a Secretary/Bookkeeper!

Job Types:

Full-time, Part-time Pay:

$15.00 – $20.00 per hour

Benefits:

Dental insurance Health insurance Paid time off Vision insurance

Schedule:

Monday to

Friday Work Location:

In person