Whitman Transition Advisors LLC - New York, NY

posted 3 days ago

Full-time - Mid Level
New York, NY

About the position

The Bookkeeper position at Whitman Transition Advisors LLC is a full-time role based in downtown NYC, specifically near Wall Street. The firm is seeking experienced professionals to maintain and update financial records, process accounts, and assist in tax preparation. This role is crucial for ensuring client satisfaction and adherence to professional accounting practices.

Responsibilities

  • Maintain and update financial records accurately and efficiently
  • Process accounts payable and receivable, and manage payroll
  • Reconcile accounts and prepare financial statements
  • Assist in tax preparation and compliance documentation
  • Collaborate with team members to ensure client satisfaction
  • Follow the firm's established accounting practices and procedures

Requirements

  • 5 years of experience in bookkeeping or accounting roles
  • Strong command of QuickBooks (desktop and/or online)
  • Prior experience in a CPA firm environment required
  • Must be available to work on-site Monday through Friday

Benefits

  • Health insurance
  • Dental insurance
  • 401(k)
  • Paid time off
  • 401(k) matching
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