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Staff Accountant/Bookkeeper

2 months ago

Goleta, United States PT&C Group LLC Full time
Job DescriptionJob DescriptionDescription:

As a Staff Accountant/Bookkeeper you will perform bookkeeping services for a variety of individual and business clients in a variety of industries. Providing the highest level of service and oversight to our clients is the foundation of our firm.


Who we are:

Walpole Advisor a firm in the Platform Accounting Group, a rapidly growing professional services firm – we currently have 28 offices spread throughout 11 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and fun work environment while making work/life balance a priority.


What you will do:

  • Prepare bookkeeping for a variety of clients on a monthly, quarterly, and annual basis
  • Prepare and process client payroll and payroll taxes (W2, 1099, Quarterly returns, Annual returns)
  • Perform general accounting duties including entering transactions and reconciling general ledger, credit card, and cash accounts.
  • Verify, complete and reconcile payment of invoices associated with accounts payable and ensures payments are charged to the appropriate accounts.
  • Monitor accounts receivable for accuracy of financial reporting
  • Utilize various accounting software (QuickBooks, Sage, CFS)
  • Prepare and file sales tax returns for business clients

What we look for:

  • 3+ years professional bookkeeping or accounting experience
  • Excellent communication, attention to detail, strong analytical skills
  • Proficient with accounting software, and ability to learn new systems quickly
  • Excellent customer service and interpersonal skills
  • Proactive problem solving and ability to self-manage projects
  • Multi-State Payroll experience

What we offer:

  • Tremendous opportunity for advancement within a rapidly growing professional services firm
  • Ongoing informal and formal training and development
  • Very competitive compensation
  • 401(k) and medical benefits
  • Firm sponsored continuing education
Requirements: