About Us:

Lucas Group is a dynamic accounting firm specializing in tax planning and preparation, auditing services, bookkeeping, payroll, and advising small businesses. We pride ourselves on our commitment to excellent customer service and our ability to tailor our expertise to the unique needs of our clients.

Position Overview:

We are seeking a highly organized and professional person to provide accounting services to our growing client base, covering a wide range of industries. The successful candidate will play a crucial role in helping to ensure the smooth operation of the firm and maintaining the high standards of service our clients expect.

Key Responsibilities Support Services:

• Assist team members with administrative tasks, such as document preparation, scanning, and audit binding, and data entry.
• Greet and assist clients in a friendly and professional manner.
• Support the management team with project coordination and execution.

Bookkeeping:

• Maintain accurate financial records for clients, including general ledger entries.
• Reconcile bank statements and manage accounts payable and receivable.
• Prepare month-end and year-end closing processes.
• Performs full-service accounting.
• Sales Tax processing.

Payroll Processing:

• Process payroll for clients, ensuring accuracy, and compliance with relevant regulations.
• Prepare and file payroll tax returns and reports.
• Set up and organize any new payroll clients.
• Prepare and review all quarterly / annual reports to ensure their accuracy.
• Preparation of 1099 filings.

Client Interaction:

• Communicate effectively with clients to gather necessary information and address inquiries.
• Build and maintain strong client relationships.
• Provide exceptional client service and ensure confidentiality of client information.
• Software training and facilitating transition from one software to another.
• Participate in business development activities including client proposals.

Compliance & Documentation:

• Ensure all financial practices comply with relevant regulations and standards.
• Maintain accurate and organized documentation for all client engagements.

Additional Duties:

• Meeting or exceeding the billable hour requirements set.
• Other duties as they are assigned.
• Participation in events, special trainings (internal / external), special projects

•

Billable Time Expectations:

1,200

Qualifications:

• 3+ years of experience with payroll and bookkeeping services, preferably in a public accounting firm.
• Proficiency in accounting software (e.g., QuickBooks Online) and Microsoft Office Suite (Excel, Word).
• Strong understanding of payroll compliance.
• Excellent attention to detail and organizational skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and collaboratively in a team environment.
• Strong communication skills, both written and verbal.
• High level of integrity and professionalism.

Compensation & Benefits:

• Attractive salary package commensurate with experience and qualifications.
• Comprehensive benefits, including health, dental, vision, and life insurance.
• Retirement savings plan with firm contributions.
• Generous paid time off policy, including vacation, sick leave, and holidays.
• Opportunities for ongoing professional development and career progression.

Lucas Group is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Pay:

$45,000.00

• $60,000.

00 per year

Benefits:

401(k) 401(k) 4% Match 401(k) matching Dental insurance Health insurance Life insurance Paid time off Retirement plan Vision insurance

Work Location:

In person