Bookkeeping / Payroll Specialist

SEK CPAs & Advisors•Carlisle, PA

47d

About The Position

This position is responsible for working closely with a variety of clients to provide full-service accounting support including bookkeeping and general ledger preparation, preparation of payroll, payroll taxes, quarterly returns, financial statements, 1099s and W-2 processing. This role reports to a variety of CRM's as well as the Support Accountant Supervisor.

Requirements

Associate degree in Accounting or equivalent experience.
Ability to maintain a positive working relationship with clients to promote a quality of service image.
Accounting experience preferably in a public accounting environment.
Experience reconciling bank accounts and maintaining a general ledger.
Experience preparing payroll, payroll taxes, quarterly returns and W-2s.
Proficiency with Excel required.
Ability to deal appropriately with confidential information and to demonstrate a high level of professionalism.
Detail orientation with strong organizational, communication and multi-tasking skills.

Responsibilities

Provide Full-Service Accounting Support: Assist a variety of clients across multiple industries with bookkeeping and financial recordkeeping.
Maintain Full-Cycle Bookkeeping: Record transactions, reconcile accounts, and ensure the accuracy of financial data for client businesses.
Process Accounts Payable & Receivable: Manage vendor invoices, client payments, and monitor outstanding balances to maintain cash flow integrity.
Prepare & Review Payroll: Process payroll accurately and timely, ensuring compliance with federal, state, and local payroll regulations.
Manage Payroll Tax Reporting: Prepare and file payroll tax returns, including federal and state withholdings, unemployment taxes, and other employer obligations.
Assist with Quarterly & Year-End Bookkeeping Reviews: Conduct financial reviews to ensure accuracy, completeness, and compliance with tax and accounting principles.
Prepare & Process Tax Forms: Review and process necessary filings such as 1099s, W-2s, and other reporting obligations.
Set Up & Maintain Client Accounts: Assist with onboarding new clients into SEK’s accounting and payroll applications, ensuring proper setup and data integrity.
Generate & Review Financial Statements: Prepare financial statements for clients, ensuring accuracy and compliance with reporting standards.
Utilize Accounting & Payroll Software: Leverage QuickBooks Desktop & Online, Microsoft Excel, and other financial tools to manage data efficiently.
Maintain Client Relationships & Service Excellence: Respond to client inquiries, provide guidance on financial matters, and deliver high-quality service with professionalism.
Support Process Improvement & Compliance: Stay up to date on accounting regulations and payroll laws, assisting with process improvements and best practices for clients.