Job Details

Responsibilities

• Direct Client Relationships: Serve as the primary point of contact for business clients, building trust through regular communication and check-ins.
• General Bookkeeping & QBO Management: Manage daily QuickBooks Online workflows, bank feed categorization, reconciliations, and general ledger maintenance.
• Payroll Administration: Process and manage regular payroll cycles for multiple client entities.
• Sales Tax Compliance: Calculate, prepare, and file sales tax returns accurately and on time.
• Month-End Close: Assist with monthly and quarterly closing processes and maintain accurate financial records for financial statement preparation.
• Practice Workflow Tracking: Organize daily tasks, recurring client deliverables, and client communications through the Karbon practice management platform.
• Client Responsiveness: Maintain timely communication and adhere to the firm's 24-hour response commitment.

• Experience: 2-3 years of hands-on experience in general bookkeeping, payroll processing, and sales tax compliance.
• Credentials: Active CPA or EA, or actively pursuing a CPA or EA designation.
• Education: Bachelor's degree in Accounting or Finance preferred.
• Client-First Orientation: Strong interpersonal and communication skills, with the ability to work directly with business owners.
• Software Proficiency: Practical proficiency in QuickBooks Online (QBO); familiarity with Karbon, Excel, and modern accounting applications preferred.
• Attention to Detail: Ability to maintain accurate, organized, and compliant accounting records.

• 4-Day Workweek: Four-day workweek from May 16 through December 31, with a standard five-day schedule from January 1 through May 15.
• Retirement Match: 401(k) match of 100% on the first 3% contributed and 50% on the next 2%.
• Professional Support: Reimbursement for annual primary license renewals, relevant software certifications, and continuing professional education after six months.
• Workplace & Culture: Modern on-site office environment, firm-provided dual-screen setup, and structured career progression within the CAS practice.