Client Service Associate/Bookkeeper

1 week ago


Hudson New York, United States UHY LLP Full time
Job Summary

We are seeking a highly skilled and motivated Client Service Associate/Bookkeeper to join our team at UHY LLP. As a key member of our financial services team, you will be responsible for providing exceptional client service and delivering high-quality bookkeeping services to our clients.

Key Responsibilities
  • Perform bookkeeping services for clients, including reconciliations, cash management, and financial statement preparation.
  • Review and complete month-end work, including reconciliations of bank accounts, post cash receipts and disbursements, and calculate and record monthly accruals.
  • Prepare and review quarterly and annual payroll tax returns, W-2s, and 1099s.
  • Calculate and review monthly sales tax liability.
  • Develop proficiency in the use of all technology necessary for performance execution.
  • Maintain designated chargeable hours for the year.
  • Ensure quality control procedures are being executed under the direction of the engagement supervisor.
  • Maintain positive client relationships.
  • Respond timely and accurately to internal team and client requests.
  • Demonstrate a willingness to understand how to work within budgetary parameters.
  • Appropriately communicate difficult situations encountered on engagements to the supervisor.
  • Perform thorough self-review of all work prior to submission to the supervisor.
  • Proactively demonstrate a willingness to learn and attain greater knowledge on a continual basis.
Requirements
  • Prior bookkeeping experience in public accounting, corporate, or private business.
  • Thorough understanding of bookkeeping principles.
  • Proficient knowledge of QuickBooks, Excel, and Word.
  • Some formal accounting training, or current relevant accounting experience.
What We Offer
  • Great Culture: A team-like culture of a small office with the benefits of a large firm.
  • Competitive Compensation: Based on the role, credentials, and experience.
  • Comprehensive Benefits: We offer group health insurance, dental, vision, 401K, and PTO.


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