Bookkeeper - CPA Firm

$60,000 - $80,000/Yr

Jobot - Raleigh, NC

Full-time - Mid Level

Raleigh, NC

Administrative and Support Services

About the position

This position is for a Bookkeeper at a boutique CPA firm located in Raleigh, which specializes in providing tailored solutions to complex tax, financial, and business challenges. The firm prides itself on delivering personalized service to its clients, which include high-net-worth individuals and small businesses. The role offers an opportunity for professional growth and development in a supportive environment that values both career progression and personal development. The firm is looking for a candidate who is eager to evolve and expand their horizons within the organization. The Bookkeeper will be responsible for compiling, scrutinizing, and managing financial accounting data necessary for tax return preparation. This role involves regular engagement with tax managers and partners to ensure consistent client management and communication. The ideal candidate will have a strong understanding of tax theories and compliance requirements, and will be able to implement these with minimal guidance. The firm emphasizes a strong culture that promotes work/life balance, competitive pay, and excellent benefits, including medical coverage, paid holidays, and vacation time.

Responsibilities

• Compile, scrutinize, and handle financial accounting data for tax return creation.
• Assist tax managers and partners in consistent client engagement management.
• Regularly update management on client engagement milestones.
• Grasp and investigate tax theories and tailor them to address client demands.
• Implement compliance facets with moderate to minimal guidance.

Requirements

• Holding a bachelor's degree in accounting from a distinguished program; a master's in taxation is advantageous.
• 3-5 years of professional background in a CPA firm.
• Robust expertise in tax preparation, compliance, jurisdiction communication, and tax research.
• Previous experience in tax return preparation for affluent individuals, trusts, and estates.
• Outstanding verbal and written communication proficiency.
• Zeal for continuous growth, learning, and taking initiative.
• Superb client interaction skills.
• Self-reliant work ethic, yet comfortable working collaboratively.
• Aptitude for innovative and logical problem-solving.
• Sharp analytical and structuring skills.
• Effective time management capabilities, focusing on prioritization and budget adherence.
• Holding a CPA license is beneficial.
• Familiarity with CCH Prosystem fx or Axcess Tax software is an added advantage.
• Skill in BNA Tax Planner software is commendable.

Benefits

• Competitive Pay
• Medical benefits
• Strong culture with a great work/life balance
• Paid Holidays
• Vacation