Client Write-Up Bookkeeper - Staff Financial Group

Client Write-Up Bookkeeper

Location: Atlanta, GA

Company Overview: We are a well-established public accounting firm in Atlanta, GA, offering a wide range of financial services, including tax preparation, audit, and bookkeeping to clients across various industries. We are currently seeking an experienced Client Write-Up Bookkeeper to join our team. The ideal candidate will be highly organized, detail-oriented, and capable of managing bookkeeping tasks for multiple clients while ensuring accuracy and compliance.

Position Overview: The Client Write-Up Bookkeeper will be responsible for managing the bookkeeping and financial record maintenance for multiple clients. This role involves handling monthly write-ups, reconciling accounts, preparing financial reports, and ensuring the accuracy of clients' financial data. Proficiency with accounting software such as QuickBooks and experience in a public accounting firm is essential. The ability to work with multiple clients simultaneously while maintaining accuracy and attention to detail is critical for success in this role.

Key Responsibilities:

• Perform client write-up services, including monthly, quarterly, and annual financial statement preparation.
• Handle all aspects of bookkeeping for clients, including data entry, bank and credit card reconciliations, and maintaining the general ledger.
• Process payroll and prepare payroll tax returns, ensuring compliance with federal and state regulations.
• Manage accounts payable and receivable, ensuring accurate record-keeping for clients.
• Reconcile and maintain general ledgers for multiple clients, ensuring accuracy and compliance with accounting standards.
• Prepare and file sales tax reports and other compliance filings as required by state and federal regulations.
• Assist clients in resolving discrepancies in their financial records, providing recommendations for process improvements.
• Work closely with clients and the tax team during year-end close to prepare financial statements for tax filing.
• Ensure timely and accurate reporting to clients, providing regular financial statements and analysis.
• Maintain organized and accurate records for all clients, adhering to the firm’s quality and compliance standards.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field is preferred, or equivalent work experience.
• Minimum of 3-5 years of bookkeeping experience, with at least 2 years in a public accounting environment.
• Strong proficiency with QuickBooks (desktop and online), Xero, or other accounting software is required.
• In-depth knowledge of general accounting principles and financial statement preparation.
• Ability to manage multiple client accounts simultaneously, with excellent time management and organizational skills.
• Strong attention to detail and problem-solving abilities.
• Experience with payroll, payroll tax filings, and sales tax reports.
• Strong communication skills and the ability to maintain professional client relationships.
• Ability to work both independently and as part of a collaborative team in a fast-paced environment.

What We Offer:

• Competitive salary and comprehensive benefits package.
• Health, dental, and vision insurance.
• 401(k) plan with company matching.
• Paid time off and flexible work schedule.
• Opportunities for professional development and career growth.
• A supportive and collaborative work environment.

Location: Atlanta, GA (This is an in-office position, with flexibility for hybrid work arrangements depending on client needs.)

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