What are the responsibilities and job description for the Payroll Specialist/Bookkeeper position at W3 Global Accounting, LLC?
Job Summary
The primary role of the Bookkeeper to provide essential support to clients through the accounting, ensuring accuracy in payroll, payment management, and maintaining up-to-date billing records while addressing client inquiries, resolving discrepancies efficiently, and assisting with administrative needs as required.
Responsibilities
- Possesses a strong bookkeeping background, including proficiency in QuickBooks Online and QuickBooks Desktop.
- Handles payroll processing and reporting effectively.
- Manages sales tax, CAT Tax, 1099s, and payroll return preparation.
- Operates independently, communicates directly with clients, and completes tasks efficiently.
- Conducts outbound calls to clients to address inquiries and provide timely updates on account status.
- Delivers exceptional client service by addressing needs and resolving issues promptly.
- Supports sales efforts by identifying and pursuing opportunities for upselling and cross-selling services.
- Maintains accurate records of client interactions, transactions, and feedback in the office database.
- Processes cash transactions with precision and accountability.
- Collaborates with team members to refine customer support strategies and enhance service delivery.
- Assists in training new staff on customer service practices and office procedures.
- Performs other duties as assigned.
Requirements
- Proven experience in customer service or client support roles is preferred.
- Proficient in office software applications and comfortable with technology.
- Ability to perform outbound calling effectively while maintaining professionalism.
- Excellent organizational skills with attention to detail.
- Ability to work independently as well as part of a team.
- Experience in platforms such as Quickbooks, ADP, and UltraTax preferred
Job Type: Full-time
Pay: $20.00 - $23.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
Salary : $20 - $23