We are seeking an experienced and detail-oriented Intermediate Bookkeeper to join our accounting practice. In this role, you will work closely with our lead bookkeeper to manage day-to-day financial recordkeeping, perform detailed client book clean-ups, assist with payroll and sales tax compliance, and support client onboarding and proposal processes. Strong, hands-on QuickBooks experience is strictly required for this position.

Key Responsibilities

Bookkeeping & QuickBooks Management

• QuickBooks proficiency: Utilize QuickBooks daily to manage client ledgers, reconcile accounts, and maintain accurate financial records.

• New client clean-up: Take charge of the initial cleanup and organization of a new client's bookkeeping records when they come on board.

• Reporting: Review, finalize, and securely send monthly/quarterly bookkeeping reports to clients and team members.

Payroll, Sales Tax & Compliance

• Payroll processing: Assist accurately and efficiently with routine payroll processing and related reporting.

• Sales tax: Help prepare, review, and process sales tax filings in compliance with state and local regulations.

Team Support & Client Onboarding

• Lead bookkeeper support: Partner directly with the lead bookkeeper to streamline workflows, manage task distribution, and ensure seamless operations.

• Proposal assessments: Review the books of potential new bookkeeping clients to evaluate their current financial standing and assist management in the creation of tailored proposals.

Qualifications & Skills

• Mandatory QuickBooks experience (QuickBooks Online and/or Desktop proficiency).

• Proven experience in bookkeeping, including account reconciliations, financial statement preparation, and ledger clean-ups.

• Practical familiarity with payroll processing and sales tax compliance workflows.

• Strong analytical mindset, excellent organization, and strict attention to detail.

• Professional communication skills and the ability to manage multiple client accounts efficiently.