Almanza CPA Firm ยท 2 months ago
Accountant/Bookkeeper
San Antonio, TX 78216
Full-time
Onsite
Mid Level
$45K/yr - $65K/yr
3+ years expAlmanza CPA Firm is committed to providing international investors with peace of mind in taxation matters. They are seeking a detail-oriented Bookkeeper to join their Tax and Accounting Services team, focusing on after-the-fact bookkeeping and tax compliance to ensure accurate financial records and support tax CPAs.
AccountingConsultingFinancial Services
Responsibilities
Record financial transactions from source documents (bank statements, credit card statements, client records)
Reconcile bank, credit card, and other financial accounts accurately and promptly
Maintain up-to-date, accurate financial data for all client accounts
Organize and manage digital and physical records for client files
Stay current on bookkeeping best practices and tax compliance requirements
Collaborate with team members and clients to resolve financial inquiries and provide documentation
Assist with administrative or accounting-related tasks as needed
Qualification
Required
Communication: Clear oral and written communication; ability to present numerical data effectively
Technical Expertise: Solid understanding of accounting principles and reconciliation processes
Attention to Detail: High accuracy in preparing and reviewing financial data
Numerical Proficiency: Strong aptitude for working with numbers and performing calculations
Client Service: Ability to build and maintain strong client relationships
Technology Skills: Proficiency in QuickBooks Online, Bill.com, Hubdoc, POS systems, Expensify, Gusto, and Microsoft Office Suite
Organization & Planning: Strong time management and prioritization skills
Professionalism & Adaptability: Composed under pressure, flexible with changing priorities, and open to new technology
Associate's degree in Accounting or Finance required; Bachelor's degree preferred
Minimum 3 years of professional bookkeeping experience, preferably in a public accounting or tax-focused environment
Strong knowledge of GAAP principles, reconciliation processes, and tax compliance
Experience with payroll systems and tax preparation software
Preferred
Bachelor's degree preferred
QuickBooks ProAdvisor certification highly preferred
Familiarity with cloud-based accounting tools and document management systems
Benefits
401(k) matching
Dental insurance
Health insurance
Paid time off
Company
Almanza CPA Firm
Almanza CPA Firm is an accounting company that provides compliance and planning tax solutions services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Vaness Johnson
Executive Assistant To Managing Partner
Company data provided by crunchbase