Bookkeeper

Description:

About Us
Aardvark Tax Advisors, LLC
We are an established and growing practice with offices in the Bay Area of California. We provide exceptional tax preparation, accounting, and advisory services to a diverse client base. Our team combines deep accounting expertise with proprietary technology that allows our professionals to focus on important decisions, client relationships, and ensuring timely and accurate outcomes.

We are seeking a detail-oriented Bookkeeper who values precision, client service, and continuous improvement.
Overview
The Bookkeeper provides day-to-day bookkeeping services for a portfolio of clients, working closely with accountants, tax preparers, and client-facing teams to ensure accurate financial records, transaction management, and timely reporting. This role requires strong organizational skills, attention to detail, and the ability to manage multiple deadlines.
Key Responsibilities
Core Bookkeeping & Transaction Management
Maintain accurate financial records by establishing accounts and posting transactions
Process accounts payable and accounts receivable, including vendor bills, invoicing, payment tracking, and follow-up on overdue accounts
Record payroll transactions and related entries
Perform monthly bank and credit card reconciliations
Track expenses and reimbursements
Financial Reporting
Prepare monthly, quarterly, and annual financial statements, including income statements, balance sheets, and cash flow statements
Support preparation of financial reports for tax filings, audits, or internal reviews
Assist with year-end close and preparation of financial information for tax returns
Client Support
Serve as a primary point of contact for bookkeeping-related client inquiries
Gather financial documentation and ensure compliance with accounting best practices
Assist clients with setup and use of accounting software such as QuickBooks or Xero
Compliance & Documentation
Maintain client records in compliance with legal and firm standards
Organize and manage client documents and financial records in digital systems
Team Collaboration & Technology
Partner with accountants and tax preparers to ensure accurate coordination between bookkeeping and tax work
Use accounting software to maintain records and generate reports
Stay current on accounting tools and workflow improvements that increase accuracy and efficiency
Core Qualifications
Associate degree or higher in Accounting, Finance, or related field
2+ years of bookkeeping experience
Proficiency in QuickBooks, Xero, or similar accounting platforms
Strong understanding of accounts payable, accounts receivable, and general ledger management
Preferred Skills
Payroll processing experience
Familiarity with U.S. tax regulations
Experience supporting multiple clients in a fast-paced environment
Accounting or bookkeeping certification
Work Environment
Overtime may be required during peak tax seasons
Remote or in-office work depending on firm needs
Occasional client site visits may be required

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https://careers-page.com/cynch-ai/job/8X39845V