Payroll and Balance Sheet Specialist
Full-time and Part-time
Key Attributes
- Strong understanding of QuickBooks Desktop and its payroll functions
- Advanced accounting knowledge (to review and correct balance sheets)
- Deep knowledge of payroll taxes and laws preferred, or willing to learn
- Proficient in Excel
- Responsible, take-charge attitude
- Highly organized
- Pays close attention to details
- Exceptional email follow-up and written communication skills
- Excited about a role where you’re encouraged to problem solve and make decisions independently to better serve the client
Technology Skills
- Excel – Intermediate skills
- QuickBooks knowledge
- Google Suite
- Microsoft Office Suite
- DropBox
- Slack
The position requires ownership of the following:
- Entering year-end Adjusting Journal Entries and verifying against final Balance Sheet
- Preparing financial statements for year-end taxes or audit
- Correcting payroll liability issues, including reviewing tax liability payments and checking the Balance Sheet for errors
- Reviewing 941s and W-2s for accuracy before they are mailed out
- Updating a variety of client Excel Spreadsheets i.e. budgeting and projections spreadsheets
- Manually converting financial statements from Accrual to Cash
- Replying to client emails and requests for support as needed
- Communicating with the team to better serve the client’s needs
To Apply
To apply, please complete the following form.
