NC Financial Group is a boutique wealth management company with several locations throughout Northern California. We offer investment planning, tax preparation, insurance services, bookkeeping and payroll support
Job Description/Daily Responsibilities: Full-time Bookkeeper and Payroll Coordinator in Corte Madera, CA This is a full-time, in office position. We offer health and retirement benefits after 30 days of employment. Compensation depends on experience.
Ideal Candidate:
We are looking for a professional with a friendly attitude and the ability to multitask to serve as the Bookkeeping and Payroll Coordinator for our portfolio of bookkeeping and payroll clients. We currently have 30+ clients that we provide bookkeeping and payroll services for including categorization of transactions, bank reconciliations and payroll processing. Our portfolio primarily includes S-Corps with 1-2 employees.
Responsibilities:
● Manage the workflow of bookkeeping and payroll services for assigned accounts, using our company office tools software prioritizing the work completion and communicating with our clients in a timely manner
● Produce and review reports, such as balance sheets (costs compared with income), income statements, and cash flow reports.
● Check for accuracy in figures, journal entries, financial statements and provide corrections when necessary
● Reconcile clients bookkeeping to their bank, credit card or payroll statements
● Assist tax preparer providing year-end books and reconciling books to tax return
● Prepare or update charts of accounts to properly comply with entities business
● Prepare payroll quarterly and annual tax returns in addition to 1099s
● Run payroll as directed by the company/client
Areas of Focus:
- Communication Follow-Thru Proactive Close the loop Good natured Team player
Job Skills & Qualifications:
● 3+ years bookkeeping and ability to prioritize workflow responsibilities
● QuickBooks online/desktop, Microsoft Office/Excel, Google Docs, Payroll applications
● Experience with Netsuite would be valued.
● Can anticipate problems, provide solutions and develop strategies to avoid future issues
● Truly enjoy helping people - with patience and wit!
Pay: $38.00 - $40.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Retirement plan
Application Question(s):
- Are you 30 minutes from Corte Madera?
- Do You have 2 years of Quickbook ONLINE experience?
Work Location: In person
