What are the responsibilities and job description for the Bookkeeper position at Upside Search?
A reputable public accounting client in the Cleveland area is searching for an experienced Bookkeeper who is proficient with Quickbooks Online to join their team.
Responsibilities
Duties may include, but are not limited to, the following:
- Perform bookkeeping tasks, including recording financial transactions, reconciling accounts, and maintaining general ledgers for clients.
- Prepare and analyze financial statements, such as balance sheets, income statements, and cash flow statements.
- Assist with tax planning and compliance activities, identifying potential tax savings opportunities and ensuring adherence to tax filing deadlines.
- Maintain organized and up-to-date client files and documentation, ensuring confidentiality and security of sensitive information.
- Provide exceptional client service, addressing client inquiries and concerns in a timely and professional manner.
Tax knowledge in the following areas a plus but not required:
- Assist with the preparation and review of individual tax returns (Form 1040) for clients, ensuring accuracy and compliance with relevant tax laws and regulations, ensuring timely completion.
- Handle tax notices and correspondences from tax authorities, addressing inquiries, providing documentation, and resolving issues on behalf of clients, including collaborating with clients to gather necessary information and documentation for tax filings
- Conduct research on tax-related matters, staying up to date with changes in tax laws and regulations to provide accurate and current advice to clients.
Requirements
- Associate degree or higher in accounting, finance, or a related field is preferred.
- Minimum of 3-5 years of experience in bookkeeping
- Payroll experience is a plus
- Strong knowledge of generally accepted accounting principles (GAAP) and tax laws and regulations.
- Proficiency in accounting software (e.g., QuickBooks, Xero) and tax preparation software (e.g., Lacerte, ProSeries).
- Excellent attention to detail and accuracy, with strong analytical and problem-solving skills.
- Ability to manage multiple tasks and prioritize effectively to meet deadlines in a fast-paced environment.
- High level of professionalism, ethics, and integrity in handling confidential client information.
This is a full-time/permanent position on a hybrid schedule in Westlake, OH.
Salary : $52,000 - $57,000
