We’re a small, fast‑growing tax and accounting firm. We deliver accurate books, stress‑free tax prep, and proactive guidance. We’re adding a hands‑on accounting professional to own day‑to‑day operations and improve capacity during busy season. Job Overview The Accounting Operations Specialist manages bookkeeping, payroll coordination, billing/collections, month‑end close, and supports tax preparation. You’ll work primarily in QBO, Drake, SurePayroll, Double, and Hazel. Your expertise will help streamline operations, maintain accurate financial records, and contribute to the overall financial health of the organization. Key Responsibilities Categorize transactions, maintain the GL, and prepare monthly close within 10 business days Perform bank/credit card reconciliations; maintain fixed asset and depreciation schedules Prepare and review financial statements, balance sheet reconciliations, and general ledger entries in accordance with GAAP (Generally Accepted Accounting Principles). Perform analysis of financial data to interpret results, identify discrepancies, and recommend improvements for efficiency. Tax Prep Support Assemble and QC client workpapers; prep organizer data Post year‑end adjustments and tie‑outs between QBO and Drake Payroll Coordination Onboard clients, maintain mappings/deductions, and reconcile 941/940/W‑2/W‑3 reports to the GL Calendar and verify filings Billing, AR, and Cash Generate and send invoices, manage collections reduce billing leakage Process & Systems Build and document SOPs for recurring tasks; maintain checklists Use software for task automation/templates; surface bottlenecks and propose fixes Client Service & Communication Request missing info, set expectations on timelines, and provide simple status updates Maintain clean CRM notes Experience 2+ years bookkeeping/accounting experience in a multi‑client environment Familiarity with financial software tools QBO and Drake; familiarity with Payroll Relief and/or SurePayroll Strong reconciliation skills and comfort with month‑end close checklists Clear written communication; thrives in a structured, checklist‑driven workflow Nice to have: experience creating SOPs, task automation, and client onboarding Experience performing account reconciliation, balance sheet reconciliation, general ledger reconciliation, and financial analysis. Excellent analysis skills combined with the ability to interpret complex financial data for strategic decision-making. Ability to handle multiple tasks efficiently while maintaining accuracy under tight deadlines in a fast‑paced environment. Join us to be part of a forward‑thinking organization where your expertise in accounting operations will drive impactful results! #J-18808-Ljbffr