Job Search Assistant
Sr. Bookkeeper
Robert Half • Highland, CA 92346 • Posted 25 days ago via ZipRecruiter
Boost your interview chances in seconds
Tailored resume, cover letter, and cheat sheet
In-person • Full-time • Mid Level
Job Highlights
Using AI ⚡ to summarize the original job post
We are offering an exciting opportunity for an Accountant in Redlands, California. This position focuses on the management of financial records and customer inquiries, utilizing essential skills such as Microsoft Outlook, Quickbooks Online, and Ultra Tax. The successful candidate will ensure the smooth operation of our accounting department, with responsibilities including managing customer credit applications, maintaining accurate customer credit records, handling customer inquiries, and preparing financial documents.
Responsibilities
- Utilize Quickbooks Online to manage and process customer credit applications with precision and timeliness.
- Maintain a high level of organization to ensure accurate customer credit records.
- Use Microsoft Outlook as a primary communication tool to handle customer inquiries and provide excellent customer service.
- Regularly monitor customer accounts and take appropriate action based on account status.
- Employ Ultra Tax software for efficient tax preparation and filing.
- Ensure compliance with financial regulations and standards.
- Analyze financial data to support business decision-making.
- Prepare financial documents such as invoices, bills, and accounts payable and receivable.
- Assist in budget preparation and expense management activities.
- Collaborate with the team to prepare financial reports for management and stakeholders.
Qualifications
Required
- Bachelor's degree in Accounting, Finance, or a related field.
- Proficient in Microsoft Outlook, Quickbooks Online, and Ultra Tax.
- Minimum of 3 years' experience in a similar role.
- Strong understanding of Generally Accepted Accounting Principles (GAAP).
- Excellent analytical and problem-solving skills.
- Strong communication skills, both verbal and written.
- Able to multitask, prioritize, and manage time effectively.
- Detail-oriented and able to produce accurate and high-quality work.
Preferred
- Certified Public Accountant (CPA) certification.
- Ability to maintain confidentiality and exercise extreme discretion.
- Excellent computer skills, including proficiency in Excel.
- High level of professionalism and integrity.
- Ability to work independently and in a team.
- Strong interpersonal skills and comfortable interacting with various levels of management.
About Robert Half
Robert Half, the world’s first and largest specialized talent solutions firm, connects opportunities at great companies with highly skilled job seekers. We offer contract, temporary and permanent placement solutions for roles in finance and accounting, technology, marketing and creative, legal, and administrative and customer support. Named to Fortune’s World’s Most Admired Companies and 100 Best Companies to Work For® lists and a Forbes Best Employer for Diversity, Robert Half is the parent company of Protiviti®. Robert Half is traded on the New York Stock Exchange (symbol: RHI) and is a member of the S&P 500 index.
Full Job Description
Job Description
Our Client, a professional Business Services Firm is currently seeking a Sr. Bookkeeper due to growth and succession planning.
This is an excellent opportunity with a prestige firm with the with the ability to quickly advance your career. The right candidate will have 3+ years of Bookkeeping experience either with a Tax and Bookkeeping Firm or in a small company environment.
Duties for this position include:
- Recording Financial Transactions: Bookkeepers are responsible for maintaining accurate financial records. They record all transactions and make sure that every penny is accounted for.
- Reconciliation of Accounts: They need to reconcile all business accounts to ensure that the figures are accurate. This includes comparing the company's bank statements with the recorded financial transactions.
- Preparation of Financial Statements: A bookkeeper is also responsible for preparing financial statements such as balance sheets, income statements, and cash flow statements. These reports provide an overview of the company's financial status.
- Managing Accounts Payable and Receivable: Bookkeepers handle payments to suppliers, track customer payments and handle any discrepancies that might be present.
- Payroll Processing: If a company has employees, the bookkeeper may also be in charge of processing payroll. This includes calculating wages, ensuring correct deductions, and making sure that employees are paid on time.
- Compliance with Laws and Regulations: Bookkeepers have to ensure that all transactions and financial reports are in accordance with relevant laws and accounting principles.
- Managing Tax Files: Bookkeepers often assist with preparing tax returns by organizing required documents, identifying deductible expenses, and submitting necessary paperwork.
- Regularly Updating Financial Data: Bookkeepers are tasked with regularly updating financial records and ensuring they're up-to-date.
- Budget Planning: In some cases, bookkeepers may also help in budget planning by providing insights into cash flow trends, expenses, and financial forecast.
- Liaison with External Auditors: During audits, bookkeepers are responsible for providing all necessary documents, answering auditor queries, and implementing audit recommendations.
- Degree or any kind a plus but not required
- 3-5+ years or related experience as a Bookkeeper
- Accounting / EA firm or corporate experience
- QuickBooks Online required
- General Bookkeeping - A/P, A/R, journal entries, G/L
- Bank & Account Recs, debits & credits, expensed
- Understanding of cash & accrual accounting preferred
- Asset depreciation & tax prep experience a plus – will learn contract management and client pricing
- Desire to be mentored, learn more and advance within the firm required
- No direct reports initially – but once promoted, will eventually supervise 4+ (some remote)
- Typical clients are “Mom & Pop” small businesses – plumbers, restaurants, etc.
- Their largest bookkeeping client is $4 mill. In revenue
- This Bookkeeping group provides monthly bookkeeping services
- They then pass on the client their Tax advisory team (they are on Ultra Tax)
- They also have a separate Payroll (sister company) called Payroll Vault
- No biz dev required at this level. New clients come in from referrals
- Desire to eventually supervise others.
- 100% on-site for the 1st 90 days – then hybrid (1-2 days from home) depending on the week and workload
Search for other jobs like this one:
Search for popular related roles:
Search nearby locations hiring for this role: