Bookkeeper / Payroll Specialist

Trajan Wealth LLC; Scottsdale (AZ); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

401(k) with match

Health insurance

Dental & Vision

Disability & Life Insurance

Holidays & PTO

Job summary

Trajan Wealth LLC in Scottsdale is seeking a detail-oriented Bookkeeper / Payroll Specialist to support our CPA and tax practice. You will process payroll, maintain accurate records, and assist with month-end close for multiple client entities.

You will collaborate with CPAs and tax professionals, educate clients on payroll processes, and identify opportunities to improve workflows while safeguarding confidential data.

Qualifications

• 3+ years of bookkeeping and/or payroll experience.
• Strong understanding of payroll processing and payroll tax compliance.
• Experience managing books for multiple clients.
• Proficiency with QuickBooks Online and Microsoft Office.
• Strong knowledge of accounting principles and bank reconciliations.
• Excellent organizational skills and attention to detail.
• Exceptional communication and client service skills.
• Ability to prioritize multiple deadlines in a fast-paced environment.

Responsibilities

• Process payroll for multiple clients on various schedules.
• Review hours, wages, deductions, commissions, and bonuses.
• Ensure compliance with federal, state, and local payroll regulations.
• Prepare and file payroll‑related reports and tax documents.
• Resolve payroll discrepancies and respond to inquiries.
• Coordinate onboarding and payroll setup activities.
• Maintain payroll records and confidentiality of sensitive data.
• Record and reconcile bank, credit card, and loan accounts.
• Prepare monthly financial statements and support month-end close.
• Assist with tax preparation activities by organizing financial records.

Skills

Payroll processing

QuickBooks Online

Microsoft Office

Bank reconciliations

Client service

Prioritization

Attention to detail

Education

Associate's or Bachelor's degree in Accounting, Finance, Business, or related field

QuickBooks Online ProAdvisor certification

Tools

QuickBooks Online

Gusto

ADP

Paychex

Job description

About Trajan Wealth

With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

We are seeking a detail-oriented and client-focused Bookkeeper / Payroll Specialist to support our growing CPA and tax practice. This role will be responsible for processing payroll, maintaining accurate financial records, assisting with month‑end bookkeeping, and serving as a trusted resource for clients utilizing our accounting and payroll services.

Duties and responsibilities

Payroll Administration

• Process payroll for multiple business clients on various payroll schedules.
• Review and verify employee hours, wages, deductions, commissions, and bonuses.
• Ensure compliance with federal, state, and local payroll regulations.
• Prepare and file payroll‑related reports and tax documents.
• Resolve payroll discrepancies and respond to payroll‑related inquiries.
• Coordinate employee onboarding and payroll setup activities.
• Maintain payroll records and ensure confidentiality of sensitive employee data.

Bookkeeping & Accounting

• Manage day‑to‑day bookkeeping activities for assigned clients.
• Record and reconcile bank, credit card, and loan accounts.
• Maintain accurate general ledger entries and financial records.
• Prepare monthly financial statements and supporting schedules.
• Assist with month‑end and year‑end close processes.
• Review transactions for accuracy and proper coding.
• Support tax preparation activities by organizing financial records and documentation.

Client Service

• Serve as a primary point of contact for clients utilizing payroll and accounting services.
• Provide timely responses to client questions and requests.
• Educate clients on payroll processes, reporting, and best practices.
• Collaborate closely with CPAs, tax professionals, and advisors to support client needs.
• Identify opportunities to improve clients' accounting and payroll workflows.

Qualifications

Required

• 3+ years of bookkeeping and/or payroll experience.
• Strong understanding of payroll processing and payroll tax compliance.
• Experience managing books for multiple companies or clients.
• Proficiency with QuickBooks Online and Microsoft Office Suite.
• Strong knowledge of accounting principles and bank reconciliations.
• Excellent organizational skills and attention to detail.
• Exceptional communication and client service skills.
• Ability to prioritize multiple deadlines in a fast‑paced environment.

Preferred

• Experience working in a CPA firm, public accounting environment, or outsourced accounting practice.
• Familiarity with payroll platforms such as Gusto, ADP, Paychex, or similar systems.
• Associate's or Bachelor's degree in Accounting, Finance, Business, or related field.
• QuickBooks Online ProAdvisor certification.
• Experience with sales tax filings and business compliance reporting.

Benefits

• $70,000 - $80,000 base salary.
• 401(k) with matching component
• United Healthcare PPO medical employee coverage paid by Company
• Delta Dental PPO, United Healthcare Vision, Short‑Term Disability, Long‑Term Disability, Life Insurance, and additional voluntary benefit options
• Generous holidays and PTO
• Opportunity to work alongside experienced tax and wealth management professionals

Come and join a team that is making a difference in their clients and employee's lives!