Bookkeeper- Immediate Opportunity in Great Neck

We are a B2B tax & accounting firm on a mission to help today’s entrepreneurs to save a massive amount of money on taxes while building wealth.

We were designed to solve the accounting and financial issues of a small business and entrepreneurs mainly niched focused clients in the Med-spa and Real Estate Industry so that they can further their mission. We were founded to fill the gap between what these specific industries needed to best run their organizations and what the individual needed to make future investments.

Primary Responsibilities:

• Entering daily transactions for all of our clients using a number of software platforms
• Responding to requests from clients on general accounting needs (i.e. running reports, responding to requests, etc.)
• Prepare reconciliations (i.e. bank reconciliations, credit card reconciliations, general ledger accounts, etc.)
• Perform self-review to ensure that accounting is accurate
• Prepare financial statements and provide an overview to the client
• Establish, document, and evaluate internal processes for the best client experience.
• Manage prospective and current client correspondence
• Assist in building our brand, our firm, and our client base through referrals, social media, lead generation, etc

Qualifications:

• Experience with Xero Accounting a plus.
• Bachelor’s degree in accounting or equivalent experience
• Several years of experience working in an accounting position