Job Description
All candidates must complete a Wonderlic screening assessment to be considered for this position.This assessment consists of 3 parts and will take approximately 30 minutes; you must complete each section for your application to be considered. The goal of this assessment is that it be completed thoroughly and not in a set amount of time. Please follow the link below to access the assessment: Monthly/Quarterly Financial Statements: Reconciling bank accounts/credit cards, entering fixed asset purchases and disposals, booking depreciation/amortization, breaking out loan interest using amortization schedules or loan statements, reviewing current year expenses on time, and asking clients about any significant changes from prior year balancesProcess Payroll: Collecting payroll information, entering payroll information accurately, entering new hires and terminating employees, setting up benefit deductions, creating holiday and PTO policies in payroll platform, applying for payroll accounts (NC DOR, NC DES, etc.), closing out payroll accounts, preparing quarterly payroll reports, and filing applicable formsBill payments: Entering bills in the appropriate platform for client approval, making sure bills sync to QB correctly, reviewing bill payments for duplicate entries, reviewing uncleared bill payments to request a refund, printing paper checks for client pick up, and requesting W-9 for new vendors prior to paymentBookkeeping Clean-Up: Reviewing bank/credit card reconciliations for uncleared items, updating fixed assets/depreciation/amortization as needed, updating loan balances to actual, and reviewing the general ledger for any misclassed itemsNotices/Audits: Pulling requested documentation, submitting all requested documentation, and communicating with the client regarding payment if neededCompleting general bookkeeping duties and special projects as assignedCollaborating with colleagues throughout the firm to deliver a quality experience to clientsRequirements5 years of proven bookkeeping experience5 years of experience using Quickbooks OnlineDemonstrated understanding of basic bookkeeping and accounting payable/receivable principlesProven ability to calculate, post, and manage accounting figures and financial recordsExceptional data entry skillsHands-on experience with spreadsheets and proprietary softwareProficiency in English and MS OfficeDedication to Quality Customer ServiceHigh degree of accuracy and attention to detailExcellent QuickBooks SkillsDegree in Accounting or equivalent work experienceExperience with UltraTaxCS and PracticeCS is a plusAt Rogers & Company CPAs, P.A., we are dedicated to creating a positive environment, a productive workplace, and an excellent customer experience. Throughout the year, our firm participates in service days and office socials. These events allow us to partner with local non-profits, give back to our community, and grow as a team.
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Rogers & Company CPAs PA
Job Tags
Work at office, Local area,