QuickBooks Bookkeeper

Junior Accountant / Bookkeeper Job Overview Goldman Haque is a forward-thinking CPA firm based in Pelham, NY, with a strong concentration of clients across New York and Connecticut. We are seeking a detail-oriented and motivated professional to join our team in a combined Bookkeeping & Sales Tax role. This role reports directly to a Tax Accountant and is ideal for an individual with hands-on experience across both functions who wants to grow their skills in payroll and broader tax compliance. The successful candidate will have strong organizational skills and a passion for helping clients achieve their financial goals. Duties 1) Bookkeeping Record and maintain accurate financial transactions of our clients in QuickBooks Process client bank statements into Excel templates or QuickBooks Online; apply initial general ledger coding and flag unusual items Reconcile bank statements, credit card accounts, and general ledger accounts Support the firm's ongoing migration of legacy Excel-based clients onto QuickBooks Online (chart of accounts setup, opening balances, bank feeds). Maintain organized work papers in the firm's cloud file system; produce monthly or quarterly trial balance packages Generate financial reports such as income statements, balance sheets, and cash flow statements for clients. Collaborate with the Tax Accountant to prepare income tax returns and related documentation. Address client inquiries and resolve discrepancies; maintain confidentiality and ensure secure handling of sensitive financial and client data. 2) Sales Tax Prepare and file monthly NY and CT sales tax returns Reconcile POS daily reports, sales registers (Z-tapes), and bank deposits — including reconstruction when monthly POS reports are incomplete.

Categorize sales by location:

fuel by grade, food, and retail products Maintain monthly data-collection templates for clients; coordinate with operations managers and store-level staff to gather supplier invoices and POS exports Manage filing calendars, exemption certificates, and state notice responses Ensure compliance with federal, state, and local sales and use tax regulations. Skills Proficiency in accounting software (QuickBooks Online preferred) and payroll systems. Basic understanding of federal and state tax regulations, especially for small businesses and payroll compliance. Familiarity with Microsoft Office Suite, especially Excel (pivot tables, lookups), for financial analysis and reporting. Strong organizational skills with a keen eye for accuracy and detail. Ability to manage multiple tasks and deadlines in a fast-paced environment. Excellent communication skills for working with clients and team members. Willingness to learn and grow in tax preparation and compliance. Primarily in-office at our Pelham, NY headquarters; hybrid flexibility considered after onboarding. Standard business hours year-round, with some potential extended hours during tax season (February through April). Why Join Us? At Goldman Haque, we believe in fostering a collaborative and supportive work environment where your contributions make a tangible impact.

Joining our team offers:

Opportunities for professional growth and development. Exposure to a diverse client base and a range of accounting and tax services. A chance to work with a forward-thinking firm dedicated to leveraging technology to improve efficiency and client satisfaction. If you're a motivated and detail-oriented professional looking to grow your career under the guidance of an experienced Tax Accountant, we encourage you to apply.

Job Types:

Full-time, Contract Pay:

From $250.00 per day

Benefits:

Flexible schedule Application Question(s): How many years of Sales Tax Experience? What jurisdictions have you worked on for sales tax?

Education:

Bachelor's (Required)

Experience:

QuickBooks:

3 years (Required) Ability to

Commute:

Pelham, NY 10803 (Required)

Work Location:

Hybrid remote in Pelham, NY 10803