Bookkeeping Clerk

Join a small accounting team as a Bookkeeping Clerk supporting a balanced mix of bookkeeping and tax-related activities. Reporting to the owner and office administrator, this role provides phone and client support, maintains financial records, assists with tax information intake, and receives ongoing cross-training across office functions.

Responsibilities

• Answer phones and provide professional client assistance.
• Support clients with tax and bookkeeping inquiries.
• Enter and reconcile bank account transactions.
• Scan documents into the electronic file cabinet.
• Collect and organize client tax return information.
• Coordinate client tax return pickups.
• Maintain accurate bookkeeping and client records.
• Provide balanced bookkeeping and tax support using QuickBooks Desktop and QuickBooks Online.

Required Qualifications

• Ability to learn through ongoing cross-training.
• Strong listening skills.

Preferred Qualifications

• Entry-level bookkeeping experience.
• High school diploma or equivalent.
• Experience with QuickBooks Desktop and QuickBooks Online.
• Experience with bank reconciliation and data entry.
• Proficiency with Google Sheets and Google Docs.
• Experience with document management and tax information intake.
• Strong client communication skills.