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Job Description
Job DescriptionJob Description We are seeking a dependable, detail-oriented professional to join our CPA firm. This position is ideal for someone who is organized, client-focused, and experienced in bookkeeping, payroll, tax preparation, and accounting software platforms. The right candidate will be able to manage multiple client accounts, communicate professionally with clients, solve problems efficiently, and work independently while maintaining accuracy and confidentiality. Bookkeeping & Accounting
Maintain accurate bookkeeping records for multiple clients
Record and reconcile bank, credit card, and loan accounts
Prepare and post month-end journal entries
Complete month-end and year-end closing procedures
Maintain general ledgers and supporting schedules
Prepare financial reports and supporting documentation
Assist with cleanup and correction of accounting records
Manage accounts payable and accounts receivable processes as needed
Assist clients with accounting system organization and maintenance Payroll & Payroll Tax
Process payroll for multiple clients accurately and on schedule
Prepare and file payroll tax returns (941s, 940s, state payroll returns, W-2s, etc.)
Handle payroll tax deposits and compliance requirements
Research and resolve payroll discrepancies and notices
Assist clients with payroll-related questions and issues
Maintain employee payroll records and documentation Tax Preparation
Prepare individual income tax returns
Gather, organize, and review client tax documents
Communicate with clients regarding missing information or follow-up items
Assist with tax planning support and tax-related administrative tasks
Respond to IRS and state tax notices when needed Non-Profit Accounting
Maintain bookkeeping records for non-profit organizations
Perform fund accounting and restricted fund tracking
Assist with preparation of reports for boards, grants, and compliance purposes
Ensure proper classification of funds and expenses Client Communication & Service
Communicate professionally and confidently with clients by phone, email, and in person
Answer client questions regarding bookkeeping, payroll, and tax matters
Resolve client issues in a timely and professional manner
Build strong client relationships through dependable service and communication
Follow up on outstanding items and maintain organized client workflows Software & Technical Skills
Microsoft Excel
Sage 50
QuickBooks Online
Microsoft Word and Outlook
Cloud-based accounting platforms
Electronic filing systems and portals Qualifications
Prior experience in bookkeeping, accounting, payroll, or tax preparation
Strong understanding of accounting principles and payroll processes
Excellent organizational and time management skills
Ability to manage multiple deadlines during busy seasons
High attention to detail and accuracy
Strong written and verbal communication skills
Professional demeanor and strong interpersonal skills
Ability to work independently and as part of a team
Ability to maintain strict confidentiality with client information
Problem-solving mindset and willingness to learn
Associate's or Bachelor's degree in Accounting, Finance, or related field preferred Ideal Candidate Traits
Dependable and self-motivated
Friendly and client-oriented
Calm under pressure during tax season
Strong follow-through and accountability
Comfortable learning new software and systems
Takes initiative and ownership of responsibilities Preferred Experience
CPA firm experience
Multi-client bookkeeping experience
Payroll processing for multiple businesses
Non-profit accounting and fund accounting
Tax season workflow experience
Experience handling client notices and correspondence Position Type
Full-time
In-office
Competitive pay based on experience Company DescriptionWe are a full-service CPA firm providing a wide range of public accounting services, including bookkeeping, payroll, tax preparation, estate planning, and advisory support.
From day-to-day accounting needs to the fast pace of tax season, we are committed to delivering responsive, high-quality service to our clients. We take pride in maintaining a professional yet welcoming work environment where teamwork, growth, and client relationships are valued. As our firm continues to grow, we are looking for individuals who are motivated to grow alongside us, contribute to our team culture, and make a positive impact in the community we serve.
Company DescriptionWe are a full-service CPA firm providing a wide range of public accounting services, including bookkeeping, payroll, tax preparation, estate planning, and advisory support. From day-to-day accounting needs to the fast pace of tax season, we are committed to delivering responsive, high-quality service to our clients.\r\nWe take pride in maintaining a professional yet welcoming work environment where teamwork, growth, and client relationships are valued. As our firm continues to grow, we are looking for individuals who are motivated to grow alongside us, contribute to our team culture, and make a positive impact in the community we serve.