US Bookkeeper with Payroll and Tax Familiarity

The Offer

• Work frrom home

The Job

JOB RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO:

• This small, collaborative team is seeking a full-time Payroll Specialist Bookkeeper to provide the efficiency and attention-to-detail that makes BKAs services exceptional.
• This role will take the lead on 15-25 client accounts. When we say take the lead we mean that BKA bookkeepers can independently:
• Answer all client emails and questions. If unable to answer a clients questions, they seek out a Team BKA expert for the answer, then follow up with team members and clients to ensure client needs are met
• Proactively provide checklists of required documents and deadlines for client use
• Suggest strategies to simplify bookkeeping and accounting systems for Team BKA and our clients
• Thrive and adapt as clients grow and their systems and processes change
• Manage their own time and assigned projects to meet all deadlines and compliance requirements
• Follow up with clients and fellow team members regarding open projects and deadlines
• Maintain their knowledge of US tax and payroll requirements and can evaluate all client records for accuracy
• Annually
• Coordinate with payroll team for 1099 and W2 reporting, including collecting W9s and receiving client authorization
• Coordinate with tax team for business and personal tax filings, including collecting documents and assisting with closing entries

• Monthly
• Gather all client bank statements
• Reconcile all client accounts
• Send invoices for client accounts receivable services
• Schedule bill payments for client accounts payable services. Ensure clients approve payments
• Send monthly reports to clients
• Send monthly Missing Information Requests (MIR) to clients
• Follow all Quality Control (QC) procedures, including a monthly 12-hour QC call with account manager via Zoom
• Attend monthly 2-hour team training sessions via Zoom at 9 AM 11 AM CST

• Bi-weekly
• Pull timesheets and process payroll
• Collect employee documents, receipts, etc. for reimbursement
• Send payroll registers to clients for approval
• Ensure payroll software accurately pays taxes and salaries. Schedule any additional cash transactions to retirement accounts, insurance premiums, and other employee benefits

• Weekly/Daily
• Answer all client and BKA team communications
• Update project management software with progress reports
• Enter client transactions via Keeper, a client management tool, and Quickbooks Online (QBO)
• Attend weekly 30-min team huddle sessions on Tuesday mornings at 9 AM CST

• As needed
• Coordinate with tax specialist to set client salaries
• Email clients updates and questions regarding their accounts
• Collect contracts and documents regarding client new hires, accounts receivable, etc. Ensure client employees are set up correctly in payroll system.
• Ensure client vendors and customers are set up correctly in QBO and payment systems
• Onboard new payroll clients
• Clean up client accounts as assigned
• Other duties as assigned

The Profile

EXPERIENCE AND SKILLS REQUIRED:

• 3-5+ years of experience in finance, accounting, or a relevant field is required
• US tax preparation experience (tax forms and codes, employee benefits) is required
• Experience in using any payroll software tools such as Gusto, ADP, Intuit, etc, is highly preferred
• Quickbooks Online certification is a huge plus
• Proficiency in Quickbooks Online, Excel, and Google Sheets
• Speak fluent English
• Excellent written communication skills
• Responsive
• High attention to detail
• Enjoys problem solving
• Keeps their promises and deadlines
• Loyal and a team player
• Self-sufficient and organized
• Committed to doing the work as if it was their own client

Tech Requirements:

• Computer - at least i5 or equivalent with 8gb RAM
• Internet Speed - At least 50 MBPS Download speed

The Employer

Our client combines powerful brand storytelling with digital marketing and data-driven strategies like AdWords, organic search, and high-performing websites to grow your brand and super-size your business, including Mobile Responsive Websites, Content Marketing, and Marketing Automation