Experienced Bookkeeper and Account Manager

6 days ago


Los Angeles, California, United States Winningham, Becker & Co., LLP Full time
About the Role

We are seeking a highly skilled and experienced Bookkeeper and Account Manager to join our Business Management department at Winningham, Becker & Co., LLP. As a key member of our team, you will be responsible for handling the financial and accounting needs of our clients, including corporations and individuals.

Key Responsibilities:
  • Financial Management: Proficiently process accounts payable, cash receipts, and cash disbursements, ensuring timely and efficient payment processing.
  • Client Services: Handle multiple clients, including corporations, and ensure all payments and bills are processed in a timely manner.
  • Record Keeping: Record adjusting journal entries, reconcile monthly bank and brokerage statements, and maintain accurate financial records.
  • Reporting: Prepare and deliver monthly financial statements and cash reports, as well as generate and review reports for tax preparation.
  • Payroll Management: Process corporate and/or household payroll, reconcile and review quarterly and annual payroll reports, and prepare annual 1099s and W-2s.
  • Client Communication: Efficiently assist clients and their representatives with issues related to personal or business transactions, billing, invoicing, petty cash, payroll, and miscellaneous issues.
  • Team Collaboration: Daily interaction and effective communication with clients and colleagues, prioritizing tasks, understanding what is urgent, and meeting deadlines.
  • Special Projects: Liaison with insurance brokers to verify clients' coverage, file medical claims on behalf of clients, and complete other special projects as assigned.
Requirements:
  • Experience: Minimum 2 years of Business Management/Accounting experience.
  • Skills: Proficient in Microsoft Software (Outlook, Teams, Word, Excel), QuickBooks Desktop and Online, and Agilink (if applicable).
  • Education: High School Diploma or above.
  • Personal Qualities: Excellent verbal and written communication skills, personable, positive, and enthusiastic attitude, and ability to work with a variety of personalities.
Working Conditions:

Minimal hazards, general office working conditions.



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