Controller / Bookkeeper

The Controller provides leadership and support for the firm’s administrative needs. This includes managing communications, accounting/bookkeeping, and managing the firm’s benefits plan, as well as ensuring the smooth operation of the office.

Responsibilities:

• Accounting duties using QuickBooks
• Code and enter vendor invoices
• Print and mail checks
• Accounts payable
• Accounts receivables
• Prepare bank deposits
• Ensure accuracy in general ledger and compare to case management system
• Monthly bank reconciliations
• Process employee time sheets and payroll
• Benefits administration including 401K
• Trust Accounting
• Manage banking relationships
• Managing employee benefits (medical, STD/LTD, 401K, life insurance, PTO)
• Onboarding new hires
• Required employment documentation
• Coordinate setting up of workstations
• Ordering equipment if necessary
• Coordinating with the appropriate departments.
• Coordinating with various vendors to ensure a smooth transition
• Make sure all office technology is in working order; communicate with vendors when appropriate.
• Computers
• Phones
• Case management software (CLIO)
• Copiers
• Internet
• Email
• Trouble Shooting: responding to inquiries and problems in a quick and efficient manner. Communicating with the appropriate departments to ensure situational awareness.

Qualifications for Bookkeeper

• Associate degree in accounting or related field, preferred
• 3-5 years of experience in a bookkeeping role
• 3-5 years Quickbooks experience (QB Online preferred)
• Aptitude for business
• Detail oriented
• Experience with financial statements

Core Competencies:

• Attention to Detail consistently attends to the many small pieces which must be assembled into an organized whole; follows through to solve problems and resolve issues
• Integrity and Trust: holds others’ personal and financial information with the strictest of confidentiality
• Initiative: enjoys accomplishing tasks and learning new skills and technology

Experience:

• QuickBooks: 3 years (Preferred)
• Bookkeeping: 3 years (Preferred)
• Associate degree in accounting or related field (Preferred)
• Office Management Experience