Bookkeeper - CPA Firm

American Accounting Association; Charlotte (NC); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

401(k) retirement plan with company -

Paid time off

Flexible work schedule

Job summary

We are seeking a skilled Bookkeeper to join our fast-growing CPA firm in Charlotte, North Carolina. The Bookkeeper will be responsible for maintaining accurate financial records for our clients, including recording financial transactions, reconciling bank statements and preparing financial reports.

The ideal candidate will be a pro-active, take initiative, team-oriented individual who possesses excellent written and verbal communication, organizational and people skills.

Qualifications

• Minimum of 2 years of bookkeeping experience.
• Fundamental knowledge of accounting principles and practices.
• Experience with QuickBooks Desktop and QuickBooks Online.
• Ability to prioritize and multi-task.
• Strong organization skills.
• Deadline and detail-oriented.

Responsibilities

• Perform monthly bank and credit card reconciliations.
• Prepare and post journal entries for multiple clients.
• Prepare monthly financial reporting packages for clients.
• Process payroll and file payroll tax reports for multiple clients.
• Prepare trial balances, workpapers and reconciliations for tax compliance.
• Prepare monthly sales tax reports.
• Perform data entry and administrative duties.
• Inform clients of project status and handle information requests.
• Provide support on ad-hoc requests and special projects.
• Maintain confidentiality with highly sensitive information.
• Strong computer skills including Excel and Word.

Skills

Communication skills

Attention to detail

Organizational skills

Multi-tasking

People skills

Proactive

Education

Degree in Accounting or related field

CPA Certification (CPA – Certified Public Accountant)

Bookkeeping and/or payroll certifications

Tools

QuickBooks Desktop

QuickBooks Online

Microsoft Excel

Microsoft Word

Job description

Bookkeeper - CPA Firm

Employer Kohari Gonzalez Oneyear & Brown PLLC

Location Charlotte, North Carolina

Salary Competitive

Closing date Sep 26, 2026

Focus Area Accounts, Payable / Receivable, Credit Control, Records & Reporting Role Type Accountant Role Level Intermediate Certifications CPA – Certified Public Accountant Work Mode Hybrid Employment Type Full Time Organization Type Other

Job Description

We are seeking a skilled Bookkeeper to join our fast-growing CPA firm in Charlotte, North Carolina. The Bookkeeper will be responsible for maintaining accurate financial records for our clients, including recording financial transactions, reconciling bank statements and preparing financial reports. The ideal candidate will be a pro-active, take initiative, team-oriented individual who possesses excellent written and verbal communication, organizational and people skills. Strong attention to detail is critical as well as the ability to be a significant team player for busy office.

Job Duties

• Perform monthly bank & credit card reconciliations
• Prepare and post journal entries into general ledger system for multiple clients
• Prepare monthly financial reporting packages for clients
• Process payroll and file Federal and State monthly, quarterly, and annual payroll tax reports for multiple clients
• Prepare trial balances, workpapers and reconciliations as part of annual income tax compliance projects
• Prepare monthly sales tax reports
• Perform data entry and administrative duties
• Inform clients of project status and make information requests
• Provide support on ad-hoc requests and related special projects, as required
• Ability to maintain confidentiality with highly sensitive information
• Strong computer skills including Microsoft Excel & Word experience

Experience

• Minimum of 2 years of previous bookkeeping experience
• Fundamental knowledge of accounting principles and practices
• Experience with accounting software including QuickBooks Desktop and QuickBooks Online
• Ability to prioritize and multi-task
• Strong organization skills
• Deadline and detail-oriented

Education

• Degree in Accounting or related field
• Bookkeeping and/or payroll certifications

Benefits

• Medical, dental & vision insurance
• 401(k) retirement plan with company match
• Paid time off
• Flexible work schedule