Bookkeeping Assistant

We are seeking a detail-oriented and proactive individual to join our team as a Bookkeping Assistant. In this role, you will be responsible for ensuring the accuracy and timeliness of our financial operations and providing exceptional support to our clients.

Key responsibilities include:

• Preparing and maintaining accurate financial statements and reports in compliance with GAAP.
• Reconciling general ledger accounts, including bank statements and inter-company accounts.
• Assisting in budget preparation, forecasting, and providing financial analysis.
• Staying current with industry trends and regulations, recommending improvements to accounting processes.
• Owning the client onboarding process and enhancing the overall customer experience.
• Providing bookkeeping services for complex or transitioning clients.
• Maintaining and ensuring the accuracy of client data in our database systems.
• Managing client inquiries, monitoring the company’s email inbox, and addressing urgent requests.
• Collaborating with team members to keep client data up-to-date across all platforms.
• Participating in team meetings to discuss client needs, tax compliance, and communication strategies.
• Offering administrative support, including scheduling appointments and preparing reports.
• Keeping informed of industry best practices and recommending relevant changes to company procedures.

Requirements:

• Bachelor’s degree in Accounting, Finance, or a related field.
• Minimum of 2-3 years of experience in accounting, bookkeeping, or financial services.
• Strong knowledge of GAAP and general ledger reconciliation.
• Proficiency in accounting software and Microsoft Office Suite, particularly Excel.
• Experience with client management systems (CRM) and database management.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• High attention to detail and commitment to accuracy.
• A proactive approach to learning and staying updated with industry trends.
• Experience with tax compliance and budget forecasting is a plus.
• Ability to work both independently and collaboratively within a team.

This position is ideal for someone with a strong foundation in accounting, excellent communication skills, and a commitment to continuous improvement in both financial practices and client service.