Payroll & Bookkeeping Specialist Position
Anticipated Start Date: September 1, 2026
Work Week: Monday - Thursday 9am - 4pm Fridays 9am - 12pm
OPPORTUNITY
This is an hourly compensated, full-time (31-35hrs/week) position focused on providing payroll & bookkeeping services to our clients, while working alongside multi-talented co-workers that will assist in the assembly and administrative tasks to enhance the efficiency of our services.
This position gives you the room to excel in your area of expertise, create lasting relationships with our clients and co-workers, and continue your personal career growth.
This position is designed to expand our firm with the addition of an individual who can showcase their skillset in a relaxed, comfortable environment, and be able to provide exceptional service to our clients and their needs. We pride ourselves on creating a perfect work-life balanced environment.
OBJECTIVE
As an addition to our Payroll & Bookkeeping department, this position involves in-person and virtual interactions with clients, while performing payroll service preparation and bookkeeping services to clients in a variety of demographics, stages of life, and situations.
The ideal candidate for this role would possess professional traits such as the ability to work independently, self-discipline while under critical deadlines, time management skills, and a pro- active approach to complete all tasks with diligence.
As a firm, we also desire personal traits consisting of high ethical standards, exceptional communication skills, humility, ability to take initiative, possess a willingness to learn and grow, and a “ Service Above Self” mentality.
JOB RESPONSIBILITIES
Client Experience:
- Obtain client information that is accurate and complete and advisory purposes and in accordance with due diligence and professional standards.
- Offer education to clients with concerns or questions regarding services and processes.
- Always providing clear and thorough communication with clients to ensure service expectations are consistent and met. Ensure follow-ups are completed in a timely manner.
- Address client concerns proactively and/or identify opportunities for discussion while working through their entire business portfolio. This may involve the collaboration with other professionals such as attorneys or financial advisors.
- Proper documentation of notes and other pertinent information collected during consultations with clients.
Client Relations:
- Importance of creating relationships with clientele for retention and future client base growth purposes, as well as ensuring all clients have a consistent and positive experience.
- Acting as the point of contact for clients while also collaborating with co-workers for overall client satisfaction to address any concerns/questions they may have.
Career Growth & Development :
- Willingness to “always be a student”, striving to learn and retain professional credentials and continuing educations credits.
POSITION REQUIREMENTS:
Education and Experience :
- Minimum three (3) plus years of payroll & bookkeeping working experience
- Minimum Associate’s degree in Business, Finance, Accounting and/or Economics or equivalent experience is preferred.
Knowledge and Skills:
- Strong demonstrated analytical skills and cognitive abilities.
- Showcase personable and professional communication.
- Ability to work both collaboratively and independently.
- Possess positive ethics and values, problem solving skills, and accountability traits.
- High level of personal integrity, honesty, compassion, and humility.
- Proficient in QuickBooks (Online & Desktop)
- Proficient in Microsoft Office (Outlook, Word, and Excel).
Job Type: Full-time
Pay: $17.50 - $20.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
- Retirement plan
Physical Setting:
Education:
- High school or equivalent (Required)
Experience:
- Payroll & Bookkeeping: 3 years (Required)
Work Location: In person
