Job Description
About Summit Financial Group, LLC
We are a dynamic, client-focused financial firm based in the heart of Charlotte. We are dedicated to providing top-tier accounting and financial services to our diverse portfolio of clients. We are currently seeking a meticulous and experienced Senior Bookkeeper to join our growing team and help us drive financial excellence.
The Role
In this full-time position, you will be the backbone of our accounting department. You will manage the financial records for multiple clients, ensuring accuracy, compliance, and timely reporting. This is a fantastic opportunity for a self-starter who thrives in a fast-paced environment and wants to make a tangible impact.
Why Join Us?
- Competitive salary and comprehensive benefits package.
- Flexible work environment with a hybrid work schedule.
- Professional development and certification reimbursement.
- Collaborative and supportive team culture.
Responsibilities
- Manage daily bookkeeping operations, including accounts payable and accounts receivable.
- Reconcile bank statements and credit card accounts monthly to ensure accuracy.
- Process payroll for employees, ensuring compliance with federal and state regulations.
- Prepare and maintain the general ledger, ensuring all entries are up to date.
- Generate monthly financial reports, including profit and loss statements and balance sheets.
- Assist in the preparation of annual tax documents and federal/state tax filings.
- Perform month-end and year-end close procedures efficiently.
Qualifications
- Associate degree in Accounting, Finance, or a related field is required.
- Minimum of 2 years of experience in bookkeeping or a similar accounting role.
- Proficient in accounting software such as QuickBooks Online, Xero, or Sage.
- Strong working knowledge of MS Excel (VLOOKUP, Pivot Tables, Macros).
- Excellent attention to detail with a high degree of accuracy in data entry.
- Understanding of Generally Accepted Accounting Principles (GAAP).
- Strong communication skills and the ability to work independently.