1 день назад
Bookkeeper
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Bookkeeper (Accounting/AI): Maintaining client financial records, managing transactions, and preparing financial statements for a full-service tax, accounting, and advisory practice with an accent on reconciliations, close support, and client service. Focus on coordinating bookkeeping with tax work, improving accounting workflows, and supporting multiple client accounts using QuickBooks and Xero.
Location: Hybrid, based out of offices in Cupertino, Pleasanton, or Santa Cruz, California, United States. Generally three days per week onsite; tax season requires full-time in-office work. Occasional client site visits may be required.
Company
Aardvark Tax Advisors is a full-service tax, accounting, and advisory firm serving small businesses and entrepreneurs as the accounting and client services practice of .
What you will do
- Maintain accurate client financial records, general ledger entries, and account documentation.
- Manage accounts payable and receivable, including vendor bills, invoicing, payment tracking, and overdue accounts.
- Record payroll transactions, expenses, and reimbursements, and perform monthly bank and credit card reconciliations.
- Prepare monthly, quarterly, and annual financial statements and support month-end and year-end close.
- Serve as a primary contact for bookkeeping-related client needs and help clients use QuickBooks and Xero.
- Coordinate bookkeeping and tax work with accountants and tax professionals while adopting workflow improvements.
Requirements
- Associate degree or higher in Accounting, Finance, or a related field.
- 2+ years of bookkeeping experience.
- Proficiency in QuickBooks, Xero, or similar accounting platforms.
- Strong understanding of accounts payable, accounts receivable, and general ledger management.
- Ability to work in the required hybrid arrangement, including full-time onsite work during tax season.
Nice to have
- Payroll processing experience.
- Familiarity with U.S. tax regulations.
- Experience supporting multiple clients in a fast-paced environment.
- Accounting or bookkeeping certification.
Culture & Benefits
- Proprietary AI tools amplify accounting expertise and shift routine work away from accounting and tax teams.
- Health care plan covering medical, dental, and vision.
- Retirement plan with 401(k) and IRA options.
- Life insurance, paid time off, and public holidays.
- Work-from-home flexibility, subject to firm needs and the hybrid schedule.
- Stock option plan.
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