Part-Time Bookkeeper
Job Description
Responsibilities:
Complete Xero and Hubdoc certification prior to 90 days review.
Greet clients in store or via phone service.
Interview clients to gain a full picture of their financial situation.
Reviews financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Researches tax related questions and issues, and responds to clients appropriately and within a timely manner.
Resolves client complaints, or refers situations to supervisor (as appropriate) for resolution
Audits all tax return forms for accuracy and completeness (i.e., client signatures).
Complies with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions.
Prepares special financial reports by collecting, analyzing, and summarizing account information and trends.
Maintains customer confidence and protects operations by keeping financial information confidential.
Accomplishes completion of quarterly reports by established deadlines.
Contributes to team effort by accomplishing related results as needed.
Summarizes current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports.
Substantiates financial transactions by auditing documents.
Summarizes current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports.
Substantiates financial transactions by auditing documents.
Meet and review financial business progress with all business clients
Qualifications:
- Strong knowledge of payroll processes and regulations
- Excellent attention to detail and accuracy in data entry
- Familiarity with tax calculations and reporting requirements
- Ability to reconcile general ledger accounts related to payroll
- Knowledge of QuickBooks or other accounting software is a plus
- Strong organizational and time management skills
- Ability to maintain confidentiality of sensitive employee information
-Maintain accounts current and up to date on collections
-Excellent Customer Service
-Provide business clients education
-Maintain accounts updated on frequent payroll tax law changes on local, state, and federal levels
Required:
This position is not remote.
Complete Bookkeeping certification within 30 days
Prior Payroll experience of up to 2 years
High School Diploma. RECOMMENDED: Bachelor’s Degree in Accounting.
Proficient use of Microsoft programs
Exceptional Customer Service
Confidentiality Agreement
WPM 50+
Proficient use of a computer including troubleshooting
Able to work Tues - Sat 10 am - 5 pm EST Off Tax Season
Bilingual in English and Spanish.
Fast learner, able to work in a fast-paced environment and multitask.
If you are a detail-oriented individual with experience in payroll coordination and a strong understanding of accounting, we would love to hear from you. Join our team as a Bookkeeper and contribute to the smooth operation of our processes.
Benefits:
401(k)
Dental insurance
Flexible schedule
Life insurance
Legal Benefits
Paid time off
Retirement plan
Vision insurance
Gym Membership
Schedule:
Day shift
Tuesday to Saturday 10 am - 5 pm EST
At Erlyn’s Taxes you will experience a different way of having your taxes done. We take our time to answer your questions and concerns. We assure that before you leave you have an understanding of each line of your 1040. We offer year round service and we are just one phone call away for all your tax needs during the year! We are an amazing and friendly team that will make sure you feel taken care of!
At Erlyn’s Taxes, we want our employees to successfully thrive and grow. There are always career opportunities available in pursuing your ambitions.
Interested applicants are welcome to submit an email to: [email protected]. Please be sure to include your resume, contact information, and a good time to call.
