Bookkeeping and Payroll Specialist

$52,780 - $103,230/Yr

Diamond Financial Group - Salinas, CA

Part-time,Full-time - Entry Level

Remote - Salinas, CA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Bookkeeping and Payroll Specialist at Diamond Financial Group is responsible for providing exceptional bookkeeping and payroll services to clients. This role involves managing financial records, ensuring accurate payroll processing, and maintaining compliance with tax and labor regulations. The specialist will build strong client relationships and deliver precise financial reporting to empower clients in making informed business decisions.

Responsibilities

• Managing the day-to-day bookkeeping tasks, including tracking income, expenses, and other financial transactions.
• Processing payroll for clients, ensuring accurate and timely payment of wages, taxes, and benefits.
• Maintaining detailed records of all payroll-related transactions and reports.
• Reconciliation of bank accounts and financial statements to ensure accuracy and compliance.
• Preparing and submitting payroll tax filings and reports to government agencies.
• Assisting in the preparation of financial statements and reports as needed.
• Keeping abreast of payroll laws, regulations, and best practices to ensure compliance.
• Building and nurturing strong client relationships through trust, transparency, and excellent service.
• Collaborating with tax professionals and financial advisors to ensure comprehensive financial services for clients.

Requirements

• Bookkeeping Certification or equivalent experience required.
• 3+ years of experience in bookkeeping and payroll, with a strong understanding of payroll systems and accounting principles.
• Proficiency with QuickBooks Online (QBO) and QuickBooks Online Accountant (QBOA) is required.
• Advanced computer skills and proficiency in the Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
• Strong attention to detail and accuracy in handling financial records and transactions.
• Excellent oral and written communication skills.
• Ability to manage multiple client relationships, prioritize tasks, and meet deadlines.
• Knowledge of payroll tax regulations and labor laws.
• Strong client-service orientation, with the ability to build and maintain positive client relationships.

Nice-to-haves

• Financial Software Proficiency
• Advanced Investment Expertise
• Comprehensive Tax Knowledge
• Psychological Insight and Empathy
• Team Collaboration and Leadership
• Strong Communication and Interpersonal Skills
• Adaptability and Resilience
• Strategic Thinking and Vision
• Fluency in Multiple Languages

Benefits

• Professional development assistance
• Referral program