Secretary-Bookkeeper

$33,000 - $47,000/Yr

Unclassified - Oakland, MD

Full-time - Entry Level

Onsite - Oakland, MD

About the position

Bobby Wilt Plumbing & Electrical is seeking a dependable and friendly individual for the position of Secretary/Bookkeeper. This role is essential for maintaining the financial health of the company by ensuring accurate record-keeping and compliance with legal standards. The Secretary/Bookkeeper will be responsible for a variety of financial tasks, including maintaining financial transaction records, developing bookkeeping policies, and preparing financial statements. The ideal candidate will have a strong understanding of accounting principles and be proficient in using accounting software to manage financial tasks efficiently. In this position, the Secretary/Bookkeeper will establish accounts, post transactions, and verify subsidiary accounts to ensure accuracy. They will prepare essential financial documents such as ledgers, income statements, and balance sheets, and assist in creating budgets and financial forecasts. The role also involves collecting and analyzing data for tax forms, ensuring compliance with local and federal mandates. The Secretary/Bookkeeper will contribute to the team by accomplishing related tasks as needed, making this a dynamic and integral role within the organization.

Responsibilities

• Maintain financial transaction records by establishing accounts, posting transactions, and ensuring legal compliance.
• Develop a chart of accounts that defines bookkeeping policies and procedures.
• Maintain subsidiary accounts by verifying, allocating, and posting transactions.
• Prepare financial statements, such as ledgers, income statements, and balance sheets.
• Utilize the appropriate accounting software to manage and automate financial tasks when relevant.
• Assist with creating budgets, financial forecasts, and quarterly reports.
• Collect, analyze, and summarize data for tax forms according to local and federal mandates.
• Contribute to team effort by accomplishing related tasks as needed.

Requirements

• Bachelor's degree in accounting, finance, or related field.
• Knowledge of and ability to learn essential accounting software.
• Familiarity with spreadsheets, formulas, and data analysis tools.
• A general understanding of the main accounting principles, such as accruals and revenue.
• Strong attention to detail and level of accuracy.
• Effective verbal and written communication skills.
• Capable of spotting and resolving discrepancies.
• Knowledge of relevant tax requirements and how to prepare basic tax documentation.

Nice-to-haves

• CPA is a plus.
• Previous bookkeeping experience preferred.