Bookkeeper/Office Manager
About The Position
My client, a independent investigations, business intelligence, and risk management firm located in Westchester County, NY is seeking a highly organized, tech-savvy, and discreet Bookkeeper/Office Manager to help support our financial and operational infrastructure as we scale. This is an exciting opportunity for someone who thrives in a fast-paced, professional environment and enjoys taking ownership of systems, processes, and outcomes. The Bookkeeper/Office Manager will be responsible for managing day-to-day financial operations using QuickBooks Online, ensuring accurate client billing via Clio, and supporting the firm’s operational needs — from new employee onboarding to scheduling project assignments. This role is integral to keeping our team running smoothly and supporting a high-performance culture.
Requirements
- Associate or bachelor’s degree.
- 5+ years of bookkeeping and office management experience, preferably working in a small to medium size business; experience in a law firm or professional services firm preferred
- Advanced proficiency with QuickBooks Online
- Experience using Clio or similar professional billing software (legal or consulting with hourly billing/time tracking context preferred)
- Strong organizational skills, attention to detail, and discretion with sensitive information
- Comfortable with scheduling and managing workflows for a distributed team
- Proactive, resourceful, and solutions-oriented mindset
- Excellent organization and time management skills.
- Strong verbal and written communication skills.
- Strong work ethic with a can-do attitude.
- Ability to prioritize tasks and manage multiple projects simultaneously.
- Self-starter mentality; proactive mindset.
Nice To Haves
- Fluency in another language in addition to English is desired but not required.
Responsibilities
- Maintain accurate financial records in QuickBooks Online
- Manage accounts payable and receivable, reconcile accounts, and track expenses
- Prepare financial reports and assist with budgeting and forecasting
- Generate and manage client invoices using Clio billing software
- Prepare and handle Sales Tax filings
- Process bi-weekly payroll through ADP Run, ensuring accuracy and compliance with all state and federal requirements
- Coordinate with accountants for tax filings and financial compliance
- Oversee administrative operations and ensure effective internal processes
- Maintain state licensing compliance/renewals
- Scheduling of investigative/security assignments and team availability
- Insurance policy reviews, applications, and audits
- Maintain and improve office systems, tools, and documentation
- Coordinate equipment, software access, and other resources for team members
- Provide support to the staff as needed pertaining to any administrative, facilities or technology-related issues; serve as first point of contact for IT-related needs for the NY office staff.
- Lead new employee onboarding, including new hire paperwork and orientation, systems access, IT/equipment and software setup, and team integration, and other ad hoc requests as needed.
- Maintain personnel records and support internal HR communications
- Assist with maintaining a positive and collaborative remote or hybrid work culture
Benefits
- remote work arrangements
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
