Job Description
Are you a detail-oriented financial professional looking to make an impact in the heart of North Carolina?
Charlotte Financial Partners is seeking a skilled Bookkeeper to join our dynamic team. We pride ourselves on delivering top-tier financial services to our local community, and we are looking for someone who is organized, proactive, and passionate about accuracy.
In this role, you will be the backbone of our accounting operations, ensuring our clients' financial data is precise, up-to-date, and compliant with regulatory standards. If you are ready to advance your career with a company that values growth and integrity, we want to hear from you.
Why Join Us?
- Competitive Salary & Benefits: Including health, dental, vision, and 401(k) matching.
- Modern Work Environment: Supportive team culture with flexible PTO.
- Professional Development: Ongoing training in the latest accounting software and tax laws.
Apply today to start your journey with Charlotte Financial Partners.
Responsibilities
- Manage Day-to-Day Financial Operations: Handle accounts payable and receivable, ensuring all transactions are recorded accurately and on time.
- Reconciliation: Perform monthly bank reconciliations and credit card statements to ensure all accounts balance perfectly.
- Financial Reporting: Prepare and maintain general ledgers, trial balances, and financial statements for internal review and client reporting.
- Payroll Support: Assist in the processing and reconciliation of payroll, ensuring compliance with federal and state regulations.
- Bookkeeping Software Management: Utilize QuickBooks Online and Xero to maintain client financial records efficiently.
- Compliance & Auditing: Assist in the preparation of year-end tax packages and ensure all documentation is audit-ready.
- Client Communication: Serve as the primary point of contact for client inquiries regarding account status and financial discrepancies.
Qualifications
- Experience: Minimum of 2-3 years of professional bookkeeping experience.
- Education: Associate degree in Accounting, Finance, or Business Administration (or equivalent work experience).
- Software Proficiency: Advanced proficiency in QuickBooks, Xero, and Microsoft Excel (VLOOKUP, Pivot Tables required).
- Attention to Detail: Exceptional ability to spot errors and maintain high standards of accuracy in data entry.
- Communication Skills: Strong verbal and written communication skills with the ability to explain complex financial concepts to non-financial stakeholders.
- Integrity: Must demonstrate a high level of confidentiality and ethical judgment.