Bookkeeper

Purpose of this role: Maintain client accounting and prepare financial statements for each Company of the client.

Reports to: Client Manager
Hours: Full-time

The Ideal Candidate: An upbeat, multi-tasker, that has great attention to detail. The Bookkeeper should put the client first, be a team player, have patience, and the ability to promote the Core Values of Rulien & Associates.

Key Responsibilities & Duties:

• Manage the customers account weekly or monthly depending on services provided
• Reconcile customers accounts monthly with statements
• Pull together work papers monthly
• Adhere to due dates set by client managers
• Prepare all required tax forms as specified by client industry
• Communicate with client managers or clients on issues or needed information
• Prepare payroll and corresponding reports on assigned clients
• Client consulting on various software programs
• Client onboarding of new clients assigned to you
• Other duties as assigned

Work Experience, Skills & Strengths

• Office/ bookkeeping experience preferred
• Ability to learn new software
• Ability to write professional emails
• Good customer service skills

Academic, Certifications & Trade Qualifications

• High school graduate or GED required
• Accounting/ Finance degree preferred
• Microsoft Office experience preferred
• QuickBooks® Online experience preferred