Accounting Bookkeeper

Job Description

Job Description

Bookkeeper / Tax Preparer

Position Overview

Bonneau Accounting Services is seeking a dependable, detail-oriented, and highly organized Bookkeeper / Tax Preparer to join our team. This position will be responsible for maintaining accurate financial records, processing payroll, assisting with tax preparation, reconciling accounts, and providing support with various accounting and tax-related tasks.

The ideal candidate will have strong accounting knowledge, excellent attention to detail, the ability to manage multiple deadlines, and a commitment to providing exceptional client service.

Key Skills and Knowledge

• Proficiency in accounting and tax software, including QuickBooks and UltraTax.
• Strong understanding of bookkeeping and accounting principles.
• Excellent written and verbal communication skills.
• Exceptional customer service and interpersonal skills.
• Strong attention to detail and accuracy.
• Ability to effectively manage multiple tasks and priorities.
• Strong organizational and project management skills, including setting deadlines and tracking progress.
• Excellent time management skills and the ability to meet varying deadlines.
• Ability to work independently while also functioning effectively as part of a team.
• Natural interest in and curiosity about financial and accounting procedures.
• Ability to maintain confidentiality when handling sensitive financial and client information.
• Ability to identify discrepancies and resolve bookkeeping and accounting issues.

Job Responsibilities

Bookkeeping & Accounting

• Maintain, review, and correct clients’ books and financial records.
• Record and post journal entries accurately.
• Review and verify bank transactions to ensure they are properly recorded.
• Perform bank and credit card reconciliations.
• Research and resolve discrepancies in financial records.
• Generate reports for bank reconciliations and other financial analyses.
• Assist with month-end, quarter-end, and year-end accounting procedures.
• Ensure financial records are organized, accurate, and up to date.

Payroll

• Prepare and process payroll reports.
• Calculate payroll deductions and tax withholdings.
• Assist with payroll tax filings and payments.
• Ensure payroll processing complies with applicable federal, state, and local tax requirements.
• Research and resolve payroll discrepancies.
• Maintain accurate payroll records and supporting documentation.

Tax Preparation

• Assist with the preparation of individual and business tax returns.
• Organize and review tax documents for completeness and accuracy.
• Enter tax information accurately into UltraTax and other applicable software.
• Review tax returns for missing information, inconsistencies, and potential errors.
• Assist with tax return processing, client communications, and document collection.
• Follow established office procedures and tax preparation checklists.
• Maintain confidentiality of all client tax and financial information.

Sales Tax & Tax Compliance

• Calculate and remit sales tax as assigned.
• Assist with preparation and filing of applicable tax forms and reports.
• Monitor deadlines and ensure required filings and payments are completed timely.
• Assist with researching tax and accounting questions as directed by the CPAs.

Client Service & Office Support

• Communicate professionally with clients by phone, email, and in person.
• Request and follow up on missing client information and documentation.
• Maintain professional and organized client files.
• Protect confidential client information at all times.
• Assist the CPAs and Office Manager with accounting, tax, payroll, and administrative projects as needed.
• Perform other duties and special projects as assigned.

Work Schedule

Job Type: Full-Time

Hours: Monday–Friday, 8:30 AM–5:00 PM, with a 30-minute lunch break.

Because of the nature of the accounting and tax preparation business, employees are expected to meet established deadlines and maintain flexibility during periods of increased workload, particularly during tax season.

Compensation

Salary: $45,000–$65,000 per year

Salary will be based on experience, qualifications, accounting and tax knowledge, and overall skill level.

Benefits

• 401(k)
• Health insurance
• Paid time off
• Paid holidays

Professional Expectations

The successful candidate is expected to:

• Maintain a high level of accuracy and attention to detail.
• Meet established deadlines.
• Maintain professional communication with clients and coworkers.
• Follow company policies and procedures.
• Maintain strict confidentiality of client and company information.
• Demonstrate reliability, professionalism, and a strong work ethic.
• Be willing to learn new accounting, payroll, and tax procedures and software.
• Work collaboratively with the CPAs, Office Manager, and other team members.

 

\nCompany Description

Company Overview
Since 1991, Bonneau Accounting Services has proudly served Palm Beach County and Martin County by providing professional bookkeeping, payroll, tax preparation, and accounting services.
We are conveniently located in sunny Jupiter, Florida, near I-95 and Florida’s Turnpike on Indiantown Road. We proudly serve clients throughout Jupiter, Palm Beach Gardens, Jupiter Farms, Palm City, Hobe Sound, Juno Beach, Tequesta, and surrounding communities.

Company Description

Company Overview\nSince 1991, Bonneau Accounting Services has proudly served Palm Beach County and Martin County by providing professional bookkeeping, payroll, tax preparation, and accounting services.\nWe are conveniently located in sunny Jupiter, Florida, near I-95 and Florida’s Turnpike on Indiantown Road. We proudly serve clients throughout Jupiter, Palm Beach Gardens, Jupiter Farms, Palm City, Hobe Sound, Juno Beach, Tequesta, and surrounding communities.