Bookkeeper / Payroll Specialist
About The Position
About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office. Role Overview We are seeking a detail-oriented and client-focused Bookkeeper / Payroll Specialist to support our growing CPA and tax practice. This role will be responsible for processing payroll, maintaining accurate financial records, assisting with month-end bookkeeping, and serving as a trusted resource for clients utilizing our accounting and payroll services.
Requirements
- 3+ years of bookkeeping and/or payroll experience.
- Strong understanding of payroll processing and payroll tax compliance.
- Experience managing books for multiple companies or clients.
- Proficiency with QuickBooks Online and Microsoft Office Suite.
- Strong knowledge of accounting principles and bank reconciliations.
- Excellent organizational skills and attention to detail.
- Exceptional communication and client service skills.
- Ability to prioritize multiple deadlines in a fast-paced environment.
Nice To Haves
- Experience working in a CPA firm, public accounting environment, or outsourced accounting practice.
- Familiarity with payroll platforms such as Gusto, ADP, Paychex, or similar systems.
- Associate's or Bachelor's degree in Accounting, Finance, Business, or related field.
- QuickBooks Online ProAdvisor certification.
- Experience with sales tax filings and business compliance reporting.
Responsibilities
- Process payroll for multiple business clients on various payroll schedules.
- Review and verify employee hours, wages, deductions, commissions, and bonuses.
- Ensure compliance with federal, state, and local payroll regulations.
- Prepare and file payroll-related reports and tax documents.
- Resolve payroll discrepancies and respond to payroll-related inquiries.
- Coordinate employee onboarding and payroll setup activities.
- Maintain payroll records and ensure confidentiality of sensitive employee data.
- Manage day-to-day bookkeeping activities for assigned clients.
- Record and reconcile bank, credit card, and loan accounts.
- Maintain accurate general ledger entries and financial records.
- Prepare monthly financial statements and supporting schedules.
- Assist with month-end and year-end close processes.
- Review transactions for accuracy and proper coding.
- Support tax preparation activities by organizing financial records and documentation.
- Serve as a primary point of contact for clients utilizing payroll and accounting services.
- Provide timely responses to client questions and requests.
- Educate clients on payroll processes, reporting, and best practices.
- Collaborate closely with CPAs, tax professionals, and advisors to support client needs.
- Identify opportunities to improve clients' accounting and payroll workflows.
Benefits
- $70,000 - $80,000 base salary.
- 401(k) with matching component
- United Healthcare PPO medical employee coverage paid by Company
- Delta Dental PPO, United Healthcare Vision, Short-Term Disability, Long-Term Disability, Life Insurance, and additional voluntary benefit options
- Generous holidays and PTO
- Opportunity to work alongside experienced tax and wealth management professionals
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
