Job Description
Are you a meticulous and detail-oriented financial professional looking for your next career move?
Apex Financial Services is urgently seeking a Bookkeeper to join our growing team in San Jose, CA. We pride ourselves on delivering top-tier financial management solutions to our clients, and we need a dedicated individual to help us maintain our high standards.
In this role, you will play a crucial part in our daily operations, ensuring our financial records are accurate and up-to-date. If you have a passion for numbers and a knack for organization, we want to hear from you!
Responsibilities
- Manage daily financial transactions, including accounts payable and accounts receivable.
- Reconcile bank statements and credit card accounts monthly.
- Prepare and maintain financial reports, including balance sheets and income statements.
- Assist with payroll processing and tax document preparation.
- Ensure compliance with all federal, state, and local financial regulations.
- Perform general ledger functions and assist with budget preparation.
- Communicate effectively with clients regarding billing inquiries and financial status.
Qualifications
- Associate degree or certification in Accounting, Finance, or Bookkeeping (preferred).
- Proven experience (2-3 years) as a Bookkeeper or in a similar financial role.
- Proficiency in QuickBooks, Xero, or Sage accounting software.
- Advanced knowledge of Microsoft Excel (pivot tables, VLOOKUP).
- Strong understanding of Generally Accepted Accounting Principles (GAAP).
- Excellent attention to detail and problem-solving skills.
- Ability to work independently and meet tight deadlines.