Client Bookkeeping Specialist

2 weeks ago


Oldsmar, Florida, United States Jobot Full time

Client Accounting Advisory Senior (Hybrid) / Competitive Salary / Regional CPA Firm
This Jobot Job is hosted by: Joseph Sipocz

Salary:
$65,000 - $90,000 per year

About Us:


We are a well-established local CPA firm with nearly 50 years of experience, employing around 50 professionals in the Greater Tampa, FL area.

We are looking for a dedicated and skilled Accountant with a focus on Client Bookkeeping to become a vital part of our finance team. This hybrid position provides the flexibility to work from home with occasional office visits.

Your primary responsibility will be to oversee the financial well-being of our clients, ensuring precision and adherence to current accounting regulations.

This role presents a fantastic opportunity for career advancement in a supportive and collaborative atmosphere.

Benefits:
Minimum of 16 Days PTO
9 Paid Holidays
Group Healthcare
Dental/Vision Insurance Options
Employer Paid Life Insurance
Long & Short Term Disability Insurance
Flexible Spending Account (FSA)
401(k) Retirement Plan with Employer Match
Tension Tamers Program
Fitness Reimbursement
Firm Paid CPE/Dues/Licenses
Marketing Referral Bonus
Flex Time

Key Responsibilities:

  • Execute daily bookkeeping tasks including transaction recording, financial record maintenance, and management of accounts payable and receivable.
  • Employ accounting software such as Sage and Quickbooks for financial data management.
  • Ensure adherence to GAAP accounting standards in all responsibilities.
  • Process payroll accurately and on time.
  • Timely calculation, preparation, and submission of sales tax returns.
  • Conduct monthly, quarterly, and annual account reconciliations to verify accuracy.
  • Generate financial reports for clients, offering insights and recommendations based on financial assessments.
  • Assist in formulating and implementing accounting policies and procedures to enhance efficiency.
  • Communicate with clients to resolve any financial inquiries or discrepancies.
  • Collaborate with the finance team on budget preparation and financial strategy.

Qualifications:

  • Bachelor's degree in Accounting, Finance, or a related discipline.
  • A minimum of 5 years of experience in accounting or bookkeeping, ideally in a client-oriented role.
  • Proficient in accounting software such as Sage and Quickbooks.
  • Strong understanding of GAAP accounting principles.
  • Experience managing accounts payable, accounts receivable, payroll, and sales tax.
  • Exceptional skills in financial analysis and reporting.
  • Meticulous attention to detail and accuracy in financial tasks.
  • Strong communication abilities, capable of effective interaction with clients and team members.
  • Ability to manage multiple tasks, prioritize effectively, and meet deadlines.
  • Proficient problem-solving skills and initiative in addressing issues.
  • Professional certification such as CPA is advantageous.
Utilize your accounting and bookkeeping expertise to enhance the financial success of our clients.

This role offers an excellent chance to develop your skills, engage with diverse clients, and significantly influence their financial health.



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