Bookkeeper

🕒 June 20

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Duncan Financial Group

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1978

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

Duncan Financial Group is a comprehensive financial services firm that has been operational since 1978. With a dedicated team of professionals, the company offers a wide range of services including personal insurance, estate planning, tax planning, corporate retirement planning, and risk management. Duncan Financial Group aims to coordinate investments, insurance, and taxes for individual and business clients, ensuring a tailored approach to meet specific financial needs, all under one roof.

📋 Description

• Maintain and manage financial records using QuickBooks Online (QBO) and QuickBooks Desktop (QBD) • Process daily accounting transactions and maintain general ledger accuracy • Prepare and post journal entries • Perform monthly bank account and credit card reconciliations • Process payroll accurately and timely, ensuring compliance with applicable regulations • Prepare and file quarterly payroll tax returns, including IRS Form 941 filings • Prepare annual W-2 and 1099 reporting as required • Prepare and file local mercantile/business privilege tax filings • Process accounts payable and accounts receivable transactions • Monitor cash balances and assist with cash management activities • Assist with month-end and year-end closing processes • Prepare internal financial statements and management reports for business owners and leadership teams • Analyze financial records to identify discrepancies and recommend corrective actions • Support CPA firms and management with tax preparation, audits, and financial reviews • Maintain organized accounting records and supporting documentation in accordance with company standards • Assist with compliance-related reporting requirements and regulatory filings • Provide support for bookkeeping cleanup and catch-up projects as needed • Communicate professionally with clients, vendors, and internal stakeholders regarding financial matters • Stay current on accounting best practices, payroll regulations, and tax filing requirements • Maintain confidentiality of sensitive financial and payroll information • Perform other duties as assigned

🎯 Requirements

• Associate degree in Accounting, Finance, Business Administration, or related field preferred; equivalent combination of education and experience may be considered • Minimum of 3 years of bookkeeping or accounting experience required • Experience supporting multiple business entities or small business clients preferred • QuickBooks Online ProAdvisor (QBO Certified) designation preferred • Strong proficiency with QuickBooks Online (QBO) and QuickBooks Desktop (QBD) • Proficient in Microsoft Office Suite, with advanced working knowledge of Excel • Experience processing payroll and payroll tax filings required • Experience preparing and filing IRS Form 941 and other quarterly payroll tax returns required • Experience preparing and filing local mercantile and business tax returns preferred • Experience with accounts payable, accounts receivable, and bank reconciliations • Strong analytical, organizational, and problem-solving skills with exceptional attention to detail and accuracy • Excellent written and verbal communication skills with the ability to build effective working relationships with clients and internal teams • Ability to manage multiple priorities, work independently with minimal supervision, and consistently meet deadlines in a fast-paced environment • High level of professionalism, integrity, and commitment to maintaining confidentiality of financial information

🏖️ Benefits

• Competitive Compensation • Health Insurance Plans (PPO, HSA, Copay Options) • Dental Insurance • Vision Insurance • Company Paid Disability Insurance • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance • 401(k) with Safe Harbor Match • Paid Time Off • Paid Holidays