Position Summary

We are seeking an Account Manager/Bookkeeper to join our team. This role serves as the primary point of contact for our business clients, ensuring exceptional service and financial accuracy.

Essential Duties and Responsibilities

• Review financial statements (Profit & Loss, Balance Sheet) prepared by our bookkeeping team
• Identify and correct bookkeeping discrepancies, providing feedback to our bookkeeping team
• Generate ad hoc financial reports as requested by clients and management
• Enter invoices, bills, checks, and deposits into QuickBooks, as needed
• Process payroll accurately and on time
• Calculate and file sales tax returns
• Assist with occasional bookkeeping projects as needed

Knowledge, Skills, and Abilities

• Proficiency in QuickBooks and Microsoft Office (Excel, Outlook, Word)
• Typing speed of 55+ WPM
• Bilingual (English/Spanish) preferred
• Highly detail-oriented and organized
• Strong ability to multitask in a fast-paced environment
• Excellent written and verbal communication skills
• Strong problem-solving abilities
• Ability to work independently and as part of a team
• Reliable, professional, and committed to high-quality work
• A sense of humor is a plus!

Education & Experience

• Minimum 5 years of bookkeeping experience