Bookkeeping Specialist

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Job description

About Our Client
Our client is a dynamic firm that provides a full range of accounting, tax, and financial advisory services. They are committed to delivering personalized, high-quality service to clients across various industries. At the heart of their success is a team-oriented culture that values collaboration, excellent customer service, and professional growth.

Position Overview
We are seeking a detail-oriented and customer-focused Bookkeeping Specialist to join our client's team. In this role, you will not only maintain accurate financial records but also serve as a key point of contact for clients. Strong communication, problem-solving abilities, and a collaborative mindset are essential, as you will work closely with both clients and internal teams to ensure seamless service delivery and exceptional client experiences.

What Our Client Offers

• Tuition reimbursement for certifications.
• Opportunities for ongoing professional development and growth.
• A supportive and collaborative work environment.
• A strong emphasis on work-life balance.

Key Responsibilities

• Record day-to-day financial transactions and complete the posting process with precision and attention to detail.
• Maintain clear and proactive communication with clients, addressing inquiries and resolving any bookkeeping-related issues.
• Process accounts receivable/payable and manage payroll in a timely and efficient manner.
• Reconcile accounts and review ledgers to ensure accuracy and compliance with financial standards.
• Prepare accurate and clear financial reports for clients, including balance sheets, income statements, and cash flow statements.
• Prepare sales tax returns, income and expense returns, personal property tax declarations and other filings.
• Foster strong relationships with clients through excellent service, regular follow-ups, and timely responses to queries.

Qualifications

• Associate's Degree or Certificate in Bookkeeping, or a minimum of 3 years' experience in Bookkeeping.
• 2+ years of experience in bookkeeping or accounting, with a strong focus/comfort on customer service.
• Proficiency in accounting software, i.e.: QuickBooks (desktop or online).
• Exceptional communication and interpersonal skills, with the ability to explain financial concepts to non-accountants.
• A proactive, problem-solving approach, with a strong focus on teamwork and collaboration.
• Ability to prioritize tasks, meet deadlines, and maintain accuracy under pressure.
• Strong attention to detail with a passion for delivering high-quality work.

Compensation: This is a benefits eligible, hourly position paying $20-30/hr. Overtime is expected during tax season, but traditional work hours are 8:30-5:00 PM. Summer Friday's - close at noon. Pay will be consistent with education and experience.

This position is full time on-site, based on the shoreline.

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