Bookkeeper

About the role

Charleston, SC Moore, Beauston & Woodham, LLC (MBW) Why Join Moore, Beauston & Woodham? At MBW, technical excellence and a people-first culture go hand in hand. Built on a 30+ year legacy of “Knowledge in Numbers®”, we provide the resources of a premier CPA firm alongside the heart of a supportive, close-knit community. 7-Time Top Workplace Winner: Recognized for 7 consecutive years for actively protecting work-life balance and investing in our team's long-term growth. Modern & Tech-Forward: We leverage AI-driven tools, advanced automation, and streamlined workflows so you can focus on high-value advisory rather than manual processing. Culture That Recharges: Enjoy Summer Fridays off, firm-wide wellness step challenges, high-energy MBW Bingo & Monthly Firm Events, and regular team-building events across our offices.

Responsibilities

• Client Bookkeeping Support: Perform monthly accounting and bookkeeping functions for a variety of clients using QuickBooks and other accounting software, ensuring accurate and timely financial records.
• Sales & Use Tax Compliance: Prepare and file Sales & Use Tax Returns in accordance with applicable state and local requirements.
• Tax & Reporting Assistance: Prepare Form 1099s and Personal Property Tax Returns while maintaining compliance with filing deadlines and reporting standards.
• Financial Record Review: Review incoming client documentation for completeness, accuracy, and consistency, following up as needed to resolve discrepancies or missing information.
• Account Reconciliations: Perform reconciliations of bank accounts, credit cards, and general ledger accounts to maintain accurate financial reporting.
• Client Service & Communication: Communicate professionally with clients to gather information, answer questions, and support a positive client experience.
• Project Support: Assist with special accounting and bookkeeping projects as needed to support client and firm initiatives.
• Technology & Process Utilization: Utilize current accounting tools, software, and emerging technologies to improve efficiency, organization, and service delivery.
• Time & Workflow Management: Effectively manage priorities and deadlines while maintaining a high standard of accuracy and professionalism.
• Policy & Procedure Compliance: Follow all firm policies, procedures, and best practices to support quality, consistency, and operational excellence.

Requirements

• Education: Associate’s degree in Accounting or equivalent relevant professional experience required.
• Experience: 2+ years of bookkeeping or accounting experience required; prior CPA firm experience preferred.

Skills

• Software Proficiency: Strong experience with QuickBooks required; familiarity with additional accounting software platforms is a plus.
• Technical Skills: Proficiency in Microsoft Office Suite, particularly Excel, with the ability to learn firm-specific systems and tools efficiently.
• Attention to Detail: Strong organizational, analytical, and problem-solving skills with a high level of accuracy and accountability.
• Communication Skills: Clear and professional written and verbal communication skills with the ability to work effectively with clients and team members.
• Time Management: Ability to manage multiple priorities and deadlines in a fast-paced, client-service environment.
• Team Orientation: Dependable, collaborative professional with a positive attitude and commitment to supporting team success.
• Adaptability & Growth Mindset: Willingness to learn new technologies, processes, and best practices to continuously improve efficiency and service quality.

Benefits

• Culture & Lifestyle Perks: Work-Life Integration: Summer Fridays off so you can recharge and enjoy our unique regional lifestyles; Firm-Wide Connection: High-energy MBW Bingo sessions, seasonal team-building activities, and collaborative events; Holistic Wellness: Friendly inner-office step challenges and wellness initiatives that keep our teams moving and connected; Continuous Development: Ongoing investment in both technical mastery and soft-skills/leadership training.
• Comprehensive Benefits Package: Competitive 401(k) matching; Full Health, Life, AD&D, and Disability insurance; Dental, Vision, FSA/Dependent Care, and Critical Illness coverage; Generous Paid Time Off (PTO); Marketing and employee/client referral bonus programs.