Bookkeeper

Forrest Johnson•Auburn, AL

17h•Onsite

About The Position

At Pivotal, we are revolutionizing the traditional CPA firm model, dedicated to meeting the distinctive needs of small and medium-sized businesses and their owners. Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in providing advisory, accounting, and tax solutions on a fractional basis. Our foundation rests on assembling a team of passionate and skilled accounting, finance, and tax professionals, empowering them to address our clients' challenges comprehensively, leveraging technology to enhance client experiences and streamline processes, and, most importantly, engaging with our clients on their terms. This unique blend of talent, experience, and adaptability positions us as a pivotal member of each client's team. At Pivotal, we go beyond the norm to deliver exceptional service and contribute meaningfully to the success of every business we serve. As a Bookkeeper, you will be responsible for managing the day-to-day financial operations of multiple clients, ensuring their financial records are accurate and up-to-date. You will report directly to the accounting manager and work closely with other members of our Financial Operations team to provide exceptional service to our clients.

Requirements

Ability to analyze and solve problems
Work with confidentiality and integrity
Strong attention to detail and ability to multitask
Excellent communication skills, both written and verbal
Ability to work independently and as part of a team

Nice To Haves

Prior experience in accounting, finance, or HR
Experience in Bookkeeping
College degree
Knowledge of bookkeeping practices
Experience with Quickbooks Online
Experience with Microsoft Excel
Experience with other cloud-based accounting solutions
Knowledge of generally accepted accounting principles and procedures

Responsibilities

Allocate and post financial transaction details to entity books using cloud-based accounting systems.
Reconcile and balance all accounts (bank accounts, loan accounts, credit cards)
Prepare financial statements and ad hoc reports as necessary (trial balance, income statement, balance sheet)
Calculate and prepare sales tax returns and tax payments
Assist with 1040 returns and business returns as needed
Process payroll and assist with client related questions
Maintain accurate and organized financial records for multiple clients
Assist with month-end and year-end closing processes
Communicate with clients and provide excellent customer service
Work closely with the accounting manager and other team members to ensure timely and accurate financial reporting