Lead Bookkeeper

Location: Lewisville, Texas

Compensation: OTE up to $75,000 (DOE)

Benefits: 3 Weeks paid time off with additional flex time available.

Work Arrangement: In person during tax season and Hybrid (Combination of remote and on-site work at our Lewisville office) the rest of the year.

About Us:

Westdyk CPA is a growing CPA firm in Lewisville, Texas, dedicated to delivering top-tier accounting and financial services to our clients. We are seeking an experienced Bookkeeper and Office Administrator to join our team immediately and take on a versatile role supporting both our clients and internal operations.

Position Overview:

This hybrid role combines the responsibilities of bookkeeping and office administration. The position requires a detail-oriented professional who can efficiently manage administrative tasks, handle bookkeeping and payroll duties, and contribute to the seamless operation of our growing firm.

Key Responsibilities:

• Manage day-to-day bookkeeping tasks, including account reconciliations, journal entries, and financial statement preparation.
• Analyze balance sheets and income statements to identify and resolve errors.
• Perform general ledger reviews to correct account coding mistakes and get books tax ready.
• Handle 1099, 941, 940, TWC, and W2 processing, including tax payments and compliance with timing requirements.
• Assist with payroll processing and client-specific bookkeeping tasks, ensuring accuracy and compliance.
• Oversee office administrative functions, ensuring smooth operations and supporting staff as needed.
• Support clients in resolving bookkeeping and reconciliation issues.
• Maintain organized records and ensure data accuracy for all bookkeeping tasks.
• Prepare individual and business taxes (1040, 1065, 1120, 1120S); PTIN or EA certification preferred.

Qualifications:

• 5–7 years of experience in bookkeeping and office administration within a CPA firm.
• Proficiency with QuickBooks Online and QuickBooks Desktop.
• Strong knowledge of accounting principles, with the ability to post journal entries and clean up client books.
• Expertise in reviewing and correcting balance sheets, income statements, and reconciliations.
• Experience with tax forms (1099, 941, 940, W2), payroll processing, and tax payment scheduling.
• Ability to handle individual and business tax preparation, including 1040, 1065, 1120, and 1120S filings.
• PTIN or EA certification preferred.
• Exceptional attention to detail and organizational skills.
• Strong written and verbal communication abilities.
• Ability to multitask, prioritize workloads, and meet deadlines.
• Construction accounting experience, including lien filing and certified payroll, is a plus.

Why Join Westdyk CPA?

• Hybrid work arrangement offering flexibility.
• Collaborative and supportive team environment.
• Opportunity to grow and develop within a dynamic CPA firm.

Alternate Titles:

• Accounting and Administrative Specialist
• Office Manager and Bookkeeper
• Financial Administrator
• Bookkeeping and Payroll Coordinator
• Administrative Accountant

We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.