Financial Records Specialist

4 days ago


San Antonio, Texas, United States Almanza CPA Firm Full time
Job Title: Financial Records Specialist

Estimated Salary: $50,000 - $70,000 per year

About the Job

The Almanza CPA Firm is seeking a highly skilled Financial Records Specialist to join our Tax and Accounting Services Department. As a key member of our team, you will be responsible for providing after-the-fact bookkeeping services with a primary focus on tax compliance.

Key Responsibilities:
  • Record financial transactions from source documents such as bank statements, credit card statements, and client-provided records.
  • Reconcile bank accounts, credit card accounts, and other financial accounts.
  • Maintain accurate and up-to-date financial records.
  • Collaborate with other departments and clients to address financial questions and provide necessary documentation.
Requirements:
  • High school diploma required; Associate's degree in Accounting or Finance preferred.
  • At least 3 years of bookkeeping or related experience.
  • Experience with payroll systems and tax preparation (QuickBooks Pro Advisor preferred).


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