Bookkeeper - CPA Firm

Position Overview

We are seeking a skilled Bookkeeper to join our fast-growing CPA firm in Charlotte, North Carolina. Reporting within a busy office environment, you will be responsible for maintaining accurate financial records for our clients by recording transactions, reconciling bank statements, and preparing financial reports. The ideal candidate is pro-active, takes initiative, and is a true team player with excellent written and verbal communication, organizational, and interpersonal skills.

Key Responsibilities

• Perform monthly bank and credit card reconciliations
• Prepare and post journal entries into the general ledger for multiple clients
• Prepare monthly financial reporting packages for clients
• Process payroll and file Federal and State payroll tax reports on a monthly, quarterly, and annual basis
• Prepare trial balances, workpapers, and reconciliations as part of annual income tax compliance projects
• Prepare monthly sales tax reports
• Perform data entry and various administrative duties
• Inform clients of project status and make information requests
• Provide support on ad-hoc requests and related special projects
• Maintain confidentiality with highly sensitive information
• Utilize strong computer skills including proficiency in Microsoft Excel and Word

Required Qualifications

• Minimum of 2 years previous bookkeeping experience
• Fundamental knowledge of accounting principles and practices
• Experience with accounting software including QuickBooks Desktop and QuickBooks Online
• Ability to prioritize, multi-task, and meet deadlines with strong attention to detail
• Degree in Accounting or a related field
• Bookkeeping and/or payroll certifications

Benefits & Perks

• Medical, dental & vision insurance
• 401(k) retirement plan with company match
• Paid time off
• Flexible work schedule