Bookkeeper and Payroll Specialist (Federal Tax)

ROLE SUMMARY

Our client is looking for a Bookkeeper and Payroll Specialist to join their growing team. This role will be working on a large client list in many different industries and will need to be able to learn and adapt quickly. They will be responsible for accurately entering and reconciling accounts, processing payroll for clients, and ensuring compliance with tax laws and regulations. Confidentiality, excellent organizational skills, and accuracy are important qualifications for this position, as well as good customer relations and the ability to communicate clearly. The ideal candidate for this position is a skilled multi-tasker, reliable, and committed to consistently meeting deadlines.

WORK SCHEDULE: 8:00 AM – 5:00 PM Pacific Standard Time (12:00 AM – 9:00 AM Philippine Standard Time), follows Philippine holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

ESSENTIAL FUNCTIONS:

• Handle professional correspondence with clients
• Enter bank and credit card activity and reconcile accounts
• Enter loan activity and reconcile accounts
• Enter and pay bills, and attach backup documentation
• Monitor 1099 vendors for W9s and COIs, where applicable
• Invoice customers and receive customer payments
• Handle collections on past-due accounts
• Assist with sales tax preparation
• Process payroll for client businesses, including calculating wages, salaries, bonuses, commissions, and deductions accurately and promptly
• Maintain payroll records and employee data, including hours worked, attendance, leave accruals, and benefits information
• Manage employee benefits programs, such as health insurance and retirement plans, by processing the correct deductions and making payments to the provider
• Ensure compliance with federal, state, and local tax regulations by accurately calculating and withholding payroll taxes
• Prepare and distribute employee paychecks, electronic deposits on scheduled paydays, and pay stubs or electronic statements
• Address employee inquiries and assist with payroll-related questions, discrepancies, and issues professionally and promptly
• Generate payroll reports, tax filings, and year-end summaries to support financial reporting, regulatory compliance, and auditing requirements
• Conduct periodic audits and reconciliations of payroll data to identify and correct errors or discrepancies
• Work with bookkeepers to ensure the payroll is accurate on the client’s profit and loss and balance sheets
• Stay informed about changes in payroll laws, regulations, and best practices and update payroll policies, procedures, and systems accordingly

QUALIFICATIONS:

• A Bachelor’s degree in the related field is preferred
• At least 2 years of experience in bookkeeping, payroll processing, and administration
• Extensive experience with data entry, record keeping, and computer operation
• Strong understanding of federal, state, and local tax regulations and payroll compliance requirements
• Proficiency in Microsoft Office (particularly Excel) and QuickBooks (at least 2 years of experience)
• Detail-oriented, organized, a hard worker, and has a positive attitude
• Strong verbal and written communication skills
• Quick learner and responsible