Full Charge Bookkeeper

Job Description

Job Summary:

• Prepare bank reconciliations for clients.
• Produce monthly, quarterly or annual financial statements and accompanying reports for clients.
• Prepare month-end journal entries for the above-mentioned clients, including all workpapers.
• Process bi-weekly and semi-monthly payroll using QuickBooks software and transmit payroll taxes electronically to IRS and EDD.
• Prepare quarterly and annual payroll reports for clients using QuickBooks software and CSA.
• Prepare quarterly sales tax reports and submit electronically on behalf of clients.
• Prepare annual information returns (1096 & 1099’s).
• Prepare annual business license renewals, business property statements (Form 571-L), workers’ compensation renewals, and any other forms client’s need assistance with.
• Manage 3 large medical groups using QuickBooks Desktop 2024, including posting daily deposits, paying all bills, responding to all mail and correspondence, work with client to submit payroll to ADP on a semi-monthly basis, reconciling multiple bank accounts and work with accounting manager to ensure that all aspects of client management are covered.
• Prepare individual and business income tax returns.
• Other Work as Required/Requested

Minimum & Preferred Qualifications

• Experience:
• 3-5 years public accounting experience
• Strong organizational and project management skills
• Worked in fully cloud-based environment and cloud accounting
• Federal, state, sales tax and employment tax knowledge
• Excellent interpersonal, oral and written communication skills
• Spanish speaking is a plus
• Preferred:
• Experience working with QuickBooks and Creative Solutions Accounting software.

Location

Houston, TX