Senior Bookkeeper/Accountant

Cetera Financial Group•Danville, CA

8d•Onsite

About The Position

At Cetera, we need detail-oriented professionals who help us deliver quality and value to our clients. As a Senior Bookkeeper/Accountant, you will independently manage client accounting and bookkeeping responsibilities, maintain accurate financial records, and provide responsive, professional service. We are currently seeking a Senior Bookkeeper/Accountant to join our team in Danville, California.

Requirements

Experience using QuickBooks and strong Microsoft Excel skills.
Solid understanding of general ledger accounting, including account reconciliations, trial balances, and adjusting journal entries.
Knowledge of payroll taxes, payroll-related accounting, and associated filing requirements.
Strong attention to detail, accuracy, organization, time management, and the ability to prioritize multiple deadlines.
Excellent written and verbal communication skills, professional client service, and the ability to work independently with minimal supervision.
Ability to learn and effectively use new software and technology.

Nice To Haves

Experience preparing individual and business tax returns.

Responsibilities

Maintain accurate client books and accounting records in QuickBooks, including general ledger maintenance and account reconciliations.
Prepare and review trial balances, post adjusting journal entries, and support month-end and year-end accounting procedures.
Review financial information and analyze account activity to identify discrepancies, unusual items, and opportunities for correction.
Prepare and assist with payroll tax filings and related accounting compliance requirements.
Communicate with clients by phone, email, and in person to obtain information, answer questions, and resolve accounting matters.
Maintain organized workpapers and supporting documentation, manage assigned responsibilities independently, meet deadlines, and learn new accounting, tax, and office software as needed.