Job Description
San Antonio Financial Partners is a rapidly growing accounting firm dedicated to helping local businesses thrive. We are currently seeking a highly organized and detail-oriented Certified Bookkeeper to join our dynamic team. In this pivotal role, you will be responsible for maintaining accurate financial records, ensuring compliance, and providing valuable insights to our clients.
If you are a numbers person with a passion for precision and a desire to advance your career in a supportive environment, we want to hear from you.
Responsibilities
- Manage and maintain the general ledger, ensuring all transactions are recorded accurately and timely.
- Process accounts payable and accounts receivable, including issuing invoices and processing payments.
- Perform monthly bank reconciliations and prepare financial statements for client review.
- Assist with payroll processing and tax preparation filings as needed.
- Reconcile credit card statements and resolve any discrepancies.
- Utilize accounting software (QuickBooks, Xero, or Sage) to streamline financial workflows.
- Prepare and organize financial documentation for audits and tax purposes.
Qualifications
- Associate’s degree or Bachelor’s degree in Accounting, Finance, or related field (CPA/CMA preferred).
- Minimum of 2-3 years of experience in bookkeeping or general accounting.
- Proficiency in QuickBooks Online or desktop software and MS Excel (pivot tables, v-lookups).
- Strong understanding of GAAP (Generally Accepted Accounting Principles).
- Excellent attention to detail and ability to meet tight deadlines.
- Strong communication skills and ability to interact with clients professionally.
- Self-motivated with a proactive approach to problem-solving.