Interim Bookkeeper - Unity Search Group

Our client, a reputable local public accounting firm, is seeking an experienced interim bookkeeper to oversee and manage multiple client accounts with efficiency and attention to detail. This role is essential for supporting operations during the year-end period and the busy client season, ensuring timely and accurate financial management.

Job Responsibilities:

• Manage multiple client accounts in a CPA firm setting.
• Perform quarterly and annual filings, including bank reconciliations (calendar year-end 12/31).
• Assist with payroll processing and ensure compliance with local, state, and federal regulations.
• Prepare and maintain financial reports, such as P&L statements and balance sheets, for clients.
• Utilize QuickBooks and Excel for day-to-day bookkeeping tasks.
• Communicate closely with clients via email, phone, and in-person as needed.

Education/Certification:

• Bachelor degree in accounting or finance; CPA firm experience preferred.

Years of Experience:

• Minimum 3 years of bookkeeping experience, preferably in a CPA firm setting.

Skills:

• Proficiency in QuickBooks and Excel.
• Strong organizational and communication skills.
• Ability to manage multiple client accounts under tight deadlines.
• Expertise in preparing accurate financial reports, including P&L statements, balance sheets and cash flow statements.
• Familiarity with account and bank reconciliations, payroll processing, tax filings, and compliance for diverse client needs.