Bookkeeper & Office Administrator for CPA Tax Advisory Firm

Thoerner & Toma; Honolulu (HI); Hybrid; USD 34,000 - 41,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Job summary

Thoerner & Toma in Honolulu is expanding its new office and seeks an organized, detail-oriented bookkeeping professional. You will maintain client ledgers in QuickBooks, perform reconciliations, and assist with year-end tax prep while supporting the CPAs and tax team.

This hybrid role offers strong growth potential, collaboration with a skilled team, and a pathway to expand the office as the practice grows.

Qualifications

• 2+ years of bookkeeping experience, preferably in a CPA firm or accounting practice.
• Strong QuickBooks skills (Online and/or Desktop) and solid Excel proficiency.
• Foundational accounting knowledge: debits/credits, accrual vs. cash, COA.
• Administrative/front-office experience in a professional services setting.
• Excellent discretion with confidential financial information and client communication.

Responsibilities

• Maintain general ledgers for multiple clients in QuickBooks and prepare draft P&Ls.
• Perform monthly and quarterly reconciliations of bank, credit card, and loan accounts.
• Assist with year-end tax cleanup, data gathering, and supporting documents.
• Support client payroll, payroll liabilities, and sales/property tax data collection.
• Assist CPAs during tax season with history, adjustments, and balances.
• Handle front-office tasks: phones, emails, scheduling, and client inquiries.

Skills

Bookkeeping

Communication

Organization

Administrative support

Tools

QuickBooks

Excel

Microsoft Office

Job description

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance

About Us

We are a CPA firm providing accounting and tax services, and we have an opening in our new Honolulu office. We're looking for an organized, detail-oriented professional to help build it. This hybrid role keeps our clients' books accurate and tax-ready while keeping the office running smoothly. You'll work directly with our CPAs and tax team, with real room to grow as the office expands.

What You'll Do

Bookkeeping & Tax Support

• Maintain general ledgers for multiple business and individual clients in QuickBooks
• Perform monthly and quarterly bank, credit card, and loan reconciliations
• Handle year-end and tax-prep clean-up: reclassify transactions, clear unidentified items, and organize supporting documents
• Assist with client payroll, payroll liabilities, and sales/property tax data gathering
• Prepare draft P&Ls, balance sheets, and GL reports for CPA review
• Support CPAs during tax season with transaction history, adjustments, and prior-year balances

Office & Client Administration

• Manage front-office operations: phones, email, scheduling, and client inquiries
• Maintain partner calendars, deadlines, and firm events
• Organize physical and electronic client files; handle scanning, e-filing, and secure document delivery
• Support client onboarding and engagement letters; follow up on missing documents or bank logins
• Assist with invoicing, billing schedules, payment follow-up, and retainer records
• Track firm compliance items (licenses, renewals, insurance, CPE)
• Coordinate mail and couriers, office supplies, vendors, and basic IT support

What You Bring

• 2+ years of bookkeeping experience; multi-client CPA firm or accounting practice strongly preferred
• Strong QuickBooks skills (Online and/or Desktop)
• Solid Excel (pivot tables, lookups) and Microsoft Office proficiency
• Working knowledge of accounting fundamentals: debits/credits, accrual vs. cash, chart of accounts
• Administrative or front-office experience in a professional services setting
• Excellent discretion with confidential financial information
• Clear written and verbal communication with a professional, client-friendly manner
• Ability to stay organized and prioritize under tax-season deadlines

Nice to Have

• Experience with tax software (Lacerte, CCH, ProSeries, UltraTax, or similar)
• Experience with client portals, billing, or document management systems
• Familiarity with Hawaii GET filings

What We Offer

• Beautiful new downtown office location
• $25–$30/hour, based on experience
• Health insurance
• Paid time off
• A stable, professional work environment
• Supportive leadership and a collaborative team culture
• The chance to help shape a new office and practice
• Opportunity for growth and expanded responsibilities