
Posted 5 days ago
Bookkeeper - CPA Firm
AI Summary
Bookkeeper at a CPA firm in Charlotte, NC, responsible for maintaining client financial records, performing reconciliations, preparing financial reports, processing payroll, and supporting tax compliance projects.
About this role
We are seeking a skilled Bookkeeper to join our fast-growing CPA firm in Charlotte, North Carolina. The Bookkeeper will be responsible for maintaining accurate financial records for our clients, including recording financial transactions, reconciling bank statements and preparing financial reports. The ideal candidate will be a pro-active, take initiative, team-oriented individual who possesses excellent written and verbal communication, organizational and people skills. Strong attention to detail is critical as well as the ability to be a significant team player for busy office.
Job Duties:
- Perform monthly bank & credit card reconciliations
- Prepare and post journal entries into general ledger system for multiple clients
- Prepare monthly financial reporting packages for clients
- Process payroll and file Federal and State monthly, quarterly, and annual payroll tax reports for multiple clients
- Prepare trial balances, workpapers and reconciliations as part of annual income tax compliance projects
- Prepare monthly sales tax reports
- Perform data entry and administrative duties
- Inform clients of project status and make information requests
- Provide support on ad-hoc requests and related special projects, as required
- Ability to maintain confidentiality with highly sensitive information
- Strong computer skills including Microsoft Excel & Word experience
Experience:
- Minimum of 2 years of previous bookkeeping experience
- Fundamental knowledge of accounting principles and practices
- Experience with accounting software including QuickBooks Desktop and QuickBooks Online
- Ability to prioritize and multi-task
- Strong organization skills
- Deadline and detail-oriented
Education:
- Degree in Accounting or related field
- Bookkeeping and/or payroll certifications
Benefits:
- Medical, dental & vision insurance
- 401(k) retirement plan with company match
- Paid time off
- Flexible work schedule
Skills
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