Bookkeeper/Office Manager Position

We are a growing CPA firm dedicated to providing top-quality accounting and financial services to individuals and businesses. We pride ourselves on delivering personalized solutions and maintaining long-lasting client relationships. We are looking for a highly organized and detail-oriented Bookkeeper & Office Manager to join our team in a part-time capacity, with the potential to transition into a full-time role.

Job Description:

As the Bookkeeper & Office Manager, you will be responsible for ensuring smooth office operations, managing bookkeeping tasks, and supporting the firm's day-to-day operational activities. You will be integral in helping the firm grow while maintaining accurate financial records and providing essential administrative support.

Key Responsibilities:

Bookkeeping:

- Manage bookkeeping on a monthly and quarterly schedule for multiple clients, ensuring accurate recording of financial transaction.

- Perform bank reconciliations

- Prepare financial reports such as balance sheets and income statements

- Prepare and process payroll for firm staff and assist clients with payroll when necessary.

- Assist with preparing financial information for CPA tax preparation and review.

- Assist with client inquiries relating to their financial statements

Office Management:

- Manage the day-to-day operations of the office, ensuring an efficient and organized work environment.

- Maintain office supply inventory, place orders when needed, and handle relationships with office service providers.

- Handle phone calls, emails, and client inquiries, directing them to the appropriate staff members as needed.

- Assist in scheduling client meetings, staff meetings, and managing the firm’s calendar.

- Ensure that client records and documents are properly filed, organized, and kept secure.

- Help with client billing and invoicing, and follow up on overdue accounts when necessary.

Client Support:

- Serve as a point of contact for clients, responding to basic bookkeeping inquiries, and escalating complex questions to accountants or CPAs as appropriate.

- Help onboard new clients by setting up their access to the firm's systems

Qualifications:

Required:

- Proven experience in bookkeeping and office management, preferably in a CPA firm or similar environment.

- Proficiency with accounting software such as QuickBooks Desktop and Quickbooks Online

- Strong understanding of basic accounting principles and processes.

- Excellent organizational skills and attention to detail.

- Ability to manage time effectively and handle multiple tasks simultaneously.

- Strong communication skills, both verbal and written.

- Intermediate to advanced skills in Microsoft Office Suite (Word, Excel, Outlook).

Preferred:

- Prior experience working with CPA firms or financial institutions.

- Familiarity with payroll systems and client billing software.

- Knowledge of tax filings and financial reporting requirements.

Work Schedule:

- Initially part-time, approximately 15-25 hours each week, with flexibility.

- Opportunity for growth into a full-time role based on performance and firm needs.

Compensation:

- Competitive hourly rate, based on experience.

- Potential for benefits package upon transitioning to full-time.