Job description

Staff Bookkeeper

Staff bookkeeper - Part time to fulltime - Hourly -Woodland, CA

Reports to: Partner

Summary of Position
The staff bookkeeper maintains the books, as outlined below, of assigned company clients in accordance with standard accounting practices. This position will require a minimum of 30 hours per week and will interact with clients and internal staff to ensure accurate and timely completion of their duties.

Duties & Responsibilities
REQUIREMENTS

• Positive “can-do” attitude in the workplace.
• Patient, good listener, problem solver and ability to work unsupervised.
• Maintain confidentiality with private and sensitive information.
• Remain compliant with current government laws surrounding the handling of client data.
• Willingness to take on required tasks when needed and to become cross-trained on other positions to fill-in when requested.
• Ability to work overtime to adhere to a no-vacation policy during tax season (Jan-April 15).
• Display a high level of service support as outlined by the company to exceed client’s expectations.
• Willingness for continual personal education for bookkeeping and software certifications.

YEAR-ROUND RESPONSIBILITIES

Perform bookkeeping tasks as determined necessary for each client. General tasks may include:

• payroll journal entry.
• reconciling bank and credit card accounts.
• matching transactions from download
• record incoming and outgoing financial screen. transactions.
• confirming receivable and note payable.
• maintaining records of financial transactions balances monthly. by posting and verifying.
• prepare key financial statements such as
• general ledger reconciliation. balance sheets and income statements.
• Creation and dissemination of bookkeeping engagement letters – yearly.
• Oversee and organize client records to ensure basic documents are present.
• Review and prepare required client forms as required, maintain W9’s and creation of 1099 list.
• Possible travel or video calls to meet with clients.
• Perform client training on QuickBooks as required.

Qualifications

• Bachelor’s or equivalent employment experience
• Experience with knowledge of accounting principles.
• Experience or knowledge using QuickBooks Desktop and QuickBooks Online.
• Ability to organize heavy workload and multiple tasks, especially during peak seasons.
• Ability to work in a fast-paced environment while maintaining an attention to detail.
• Proficient in Microsoft Office with emphasis on Outlook, WORD, and Excel.
• Understanding of basic math and business formulas and computer / server folder organization.
• Customer service oriented.

Contact

• Please submit resume and information to admin@smithandjamescpa.com

Job Type: Full-time

Pay: $25.00 - $32.00 per hour

Benefits:

• Flexible schedule
• Health insurance
• Paid time off
• Paid training
• Professional development assistance
• Retirement plan

Physical setting:

• Office

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Woodland, CA 95695: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Bookkeeping: 1 year (Preferred)

Work Location: Hybrid remote in Woodland, CA 95695

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