Support client onboarding process for all assigned client engagements in accordance with established firm processes.
Engage with clients professionally to provide high-quality service and assist with retention initiatives.
Organize, maintain, and update client financial records (both digital and physical) accurately.
Execute processes related to accounts payable and accounts receivable management, bookkeeping entries, monthly close, and preparation of standard financial reporting and analysis; may also include payroll and special projects as assigned.
Demonstrate understanding of professional bookkeeping practices such as preparing Depreciation Schedules, Sales Journals, and Sales Tax Returns, reviewing payroll records, and assisting with Employment Tax Returns.
Collaborate with your manager and other team members to ensure all clients are satisfied through timely communication, meeting deadlines, and providing accounting support.
Assist in preparation of Corporate and Individual Income Tax Returns as needed.
Maintain client inventory records, monthly balance sheet account reconciliations, internal management reports, and ad hoc reports.
Prepare and assist with year-end audit schedules and support the audit process as required.
Assist in documenting, designing, and testing processes affecting financial statements or overall financial performance.
Support systems and spreadsheet automation initiatives to improve efficiency and effectiveness of accounting functions.
Perform other related duties within the scope of the position as needed.
Requirements
Bachelor’s Degree in Accounting, Finance, or related field preferred; relevant experience considered.
2+ years of professional bookkeeping or accounting experience; experience in a CPA firm is a strong plus.
Knowledge of Generally Accepted Accounting Principles (GAAP).
Experience with individual and business taxes preferred.
Proficient in accounting software (e.g., QuickBooks, Xero) and Excel.
Fluency in English and Spanish.
Ability to prioritize and multitask in a fast-paced work environment.
Highly organized and detail-oriented.
Strong verbal and written communication skills.
Collaborative team player with ability to work independently and maintain confidentiality.
Benefits
Competitive salary based on experience plus performance-based bonus
Medical, dental, and vision insurance
Life insurance
401K plus company match
Great international work environment
Excellent ongoing training
Paid vacation and holidays
Growth opportunities
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.