Position Overview:

The Bookkeeping and Administrative Specialist is responsible for accurate bookkeeping and assisting with accounting processes to ensure the organization’s financial health and compliance with relevant regulations; Oversee office management and assist with onboarding new employees to include training schedules and other onboarding activities.

Key Responsibilities:

Bookkeeping:

• Assist with daily financial transactions, including accounts payable and receivable, payroll
• Maintain accurate and up-to-date transactions in QuickBooks and Centerbase.
• Reconcile bank statements, credit card accounts, and other financial accounts.

Accounting Support:

• Assist with preparing monthly, quarterly, and annual firm reports

Accounting and Tax Preparation:

• Assisting estate administration team with client accountings
• Assist attorneys with tax preparation for clients.

Compliance and Reporting:

• Prepare and submit periodic financial reports to management.
• Assist in audits by providing documentation and clarification as needed.

Office Management:

• Oversee the day-to-day operations of the office to ensure functionality and efficiency.
• Manage office budgets and track expenses.

Administrative Support:

• Provide administrative assistance to firm administrator as required.
• Prepare and manage correspondence, reports, and documents.

HR and Staff Coordination:

• Assist with onboarding new employees, including orientation and training.
• Maintain employee records and ensure compliance with HR policies.
• Assist with team activities, events, and meetings.

Communication and Coordination:

• Act as a point of contact for internal and external clients.
• Develop and implement office procedures to improve efficiency.

Qualifications and Skills:

• Proven experience as a Bookkeeper, Accounting Specialist, or similar role.
• Proficiency in accounting software (e.g., QuickBooks) and Microsoft Excel.
• Understanding of accounting principles and budgeting processes.
• Excellent organizational and time-management skills.
• High attention to detail and accuracy.
• Strong problem-solving and analytical skills.

Education and Experience Requirements:

• High school diploma or equivalent (required).
• Associate’s or bachelor’s degree in Accounting, Finance, or a related field (preferred).
• 2+ years of experience in bookkeeping or accounting roles.

Benefits:

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