Full Charge Bookkeeper
About The Position
The Full Charge Bookkeeper works in a collaborative environment maintaining financial transaction records and posting transactions. This hands-on role may include consulting and financial analysis for clients. The bookkeeper trains client personnel and ensures compliance with state and federal payroll requirements. The position requires a high degree of autonomy, independent judgment, and discretion, with client service as a priority. The role is hybrid and in-office, based in San Antonio and surrounding areas, with regular off-site client meetings and some travel within the greater San Antonio area.
Requirements
- High school diploma or GED equivalent; some college.
- Experience in a full-charge bookkeeping role.
- Experience with QuickBooks.
- Strong customer service, problem-solving, and analytical skills.
- Diverse background in accounting software.
- Excellent computer skills, including creating backups, restoring files, and making file changes.
- Highly organized and communicative.
- Enjoy working in a team environment.
- Ability to work off-site as needed with multiple clients.
- Some travel within the greater San Antonio area is required.
Nice To Haves
- Bachelor’s degree preferred.
- Experience working in a public accounting firm preferred.
- QuickBooks ProAdvisor certification desired.
Responsibilities
- Represent the firm to clients face to face, by video, and by phone.
- Perform full-charge bookkeeping, including creating charts of accounts and financial statements; posting journal entries and accounts payable and receivable; reconciling bank, credit card, accounts payable, and accounts receivable statements; printing trial balances; processing third-party payroll; and preparing other value-added reports.
- Post transactions to journals, ledgers, and other records.
- Review clients’ financials and help develop solutions.
- Create journal entries to clean up client books.
- Work on multiple projects and client books.
- Process payroll reporting in compliance with state and federal laws, including quarterly and annual reports.
- Convert books into QuickBooks sets of books and create new companies in QuickBooks.
- Prepare and train clients in all aspects of QuickBooks.
- Train client personnel to maintain subsidiary accounts by verifying, allocating, and posting transactions.
- Develop systems for accounting for financial transactions by establishing charts of accounts and defining bookkeeping policies and procedures.
- Prepare financial reports by collecting, analyzing, and summarizing account information and trends.
- Contribute to team efforts by accomplishing related results.
- Perform other duties as needed and assigned.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
