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Job Description

Position Overview

The Bookkeeper & Payroll Specialist is responsible for maintaining accurate financial records, managing day-to-day bookkeeping activities, and ensuring timely and compliant payroll processing for multiple clients. This role supports small business clients with precision, professionalism, and a strong commitment to confidentiality and accuracy. While most work can be performed remotely or from the office, limited travel to client locations may be required for onboarding, training, or special projects.

Key Responsibilities

Bookkeeping Duties:

Record daily financial transactions, including accounts payable (A/P), accounts receivable (A/R), and bank reconciliations.

Maintain general ledgers, journals, and financial reports for client accounts.

Prepare and review monthly, quarterly, and year-end financial statements.

Manage expense tracking and vendor payments.

Assist with 1099 preparation and client support for year-end processes.

Support CPAs and tax preparers with clean, organized financial data.

Payroll Duties:

Process weekly, biweekly, and monthly payrolls for client businesses.

Calculate wages, deductions, benefits, and employer contributions accurately.

Prepare and file federal and state payroll tax reports (941, 940, state withholding, unemployment, etc.).

Maintain compliance with wage and hour laws and payroll regulations.

Handle new hire setup, W-4/I-9 documentation, and direct deposit management.

Communicate payroll-related updates and reports to clients promptly.

Client Support & Systems:

Provide excellent customer service and maintain positive client relationships.

Utilize accounting and payroll software (e.g., QuickBooks Online, Gusto, ADP, or similar).

Assist clients in implementing new paperless systems and client portal access.

Uphold data privacy and security policies at all times.

Travel occasionally to client sites for meetings, setup, or hands-on support as needed.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

Education: Associate or Bachelor’s degree in Accounting, Finance, or related field preferred.

Experience: Minimum 2–3 years of bookkeeping and payroll experience (public accounting or client-based work preferred).

Technical Skills:

Proficient in QuickBooks Online, Microsoft Excel, and cloud-based accounting tools.

Familiar with payroll systems such as Gusto, ADP, or QuickBooks Payroll.

Soft Skills:

Strong attention to detail and organizational skills.

Excellent communication and client service abilities.

Ability to manage multiple client accounts and deadlines simultaneously.

Professional demeanor and reliability when visiting client sites.