Bookkeeper

GetJobSmart; Atlanta (GA); On-site; USD 42,000 - 57,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development

Job summary

Birch West Partners in Atlanta, GA, seeks a Bookkeeper to manage financial records, reconcile accounts, and prepare reports. The role emphasizes accuracy, teamwork, and a clear financial picture for advisors and clients.

This full-time position offers a competitive salary, diligent training, and opportunities to contribute to a range of financial planning and investment activities within a supportive, growth-focused environment.

Qualifications

• High school diploma or equivalent required.
• Minimum 2 years of bookkeeping experience.
• Proficient in accounting software; QuickBooks preferred.
• Strong attention to detail and accuracy in records.
• Familiarity with GAAP accounting principles.

Responsibilities

• Maintain accurate and up-to-date financial records including GL, AP/AR, and reconciliations.
• Prepare and process monthly, quarterly, and annual financial statements and reports.
• Assist in the preparation of tax returns and financial statements for clients.
• Process payroll for the team of financial advisors and ensure payroll compliance.
• Collaborate with financial advisors to ensure timely and accurate reporting.
• Assist in preparing budget forecasts and financial projections.
• Monitor and reconcile client accounts for accuracy.
• Assist in preparing financial statements for internal use.

Skills

2+ years bookkeeping experience

Attention to detail

Organizational skills

Communication skills

Education

Bachelor's degree in Accounting or Finance

Tools

QuickBooks

Job description

Birch West Partners, a financial advisory firm in Atlanta, GA, seeks a Bookkeeper for a FULL_TIME position. The salary range is $42,000 - $57,243. Applications are due by 2026-11-22.

As a Bookkeeper, you'll manage financial records, reconcile accounts, and prepare financial reports. You'll ensure accuracy in financial transactions and maintain a clear financial picture for advisors and clients.

You'll collaborate with financial advisors and clients in Atlanta, GA, where the firm emphasizes precision and teamwork in a rapidly expanding environment. This dynamic setting encourages continuous learning and professional growth, as you'll have the opportunity to work on a variety of financial planning and investment strategies. The firm's commitment to excellence is reflected in its rigorous training programs and ongoing support, ensuring that you're well-equipped to handle the diverse needs of its clients. By joining this team, you'll contribute to a culture of mutual respect and shared success, while also benefiting from the firm's strong reputation for delivering high-quality financial services.

The annual salary range for this position is between $42,000 and $57,243, providing a competitive compensation package.

Benefits

• Employees can expect comprehensive health insurance coverage, including medical, dental, and vision plans, to support their well-being.
• Additionally, the company offers retirement plans, such as a 401(k) or pension scheme, to help employees save and plan for their future.
• Professional development opportunities are also available, allowing employees to enhance their skills and advance their careers within the organization.

You must have a high school diploma or equivalent, at least 2 years of bookkeeping experience, and proficiency in accounting software. Strong attention to detail and organizational skills are essential.

Responsibilities

• Maintain accurate and up-to-date financial records, including general ledger, accounts payable/receivable, and bank reconciliations.
• Prepare and process monthly, quarterly, and annual financial statements and reports.
• Assist in the preparation of tax returns and financial statements for clients.
• Process payroll for our team of financial advisors and ensure compliance with payroll laws and regulations.
• Collaborate with our financial advisors to ensure timely and accurate financial reporting.
• Assist in the preparation of budget forecasts and financial projections.
• Monitor and reconcile client accounts to ensure accuracy and completeness.
• Assist in the preparation of financial statements and reports for internal use.
• Bachelor's degree in Accounting, Finance, or a related field.
• 2+ years of experience in bookkeeping or a related financial role.
• Proficient in QuickBooks or other accounting software.
• Strong attention to detail and accuracy.
• Excellent organizational and time management skills.
• Ability to work independently and as part of a team.
• Strong communication and interpersonal skills.
• Familiarity with GAAP accounting principles.