SDO CPA Bookkeeper Duncanville, TX · Full time

Apply for Bookkeeper

SDO CPA is a fast-growing tax and accounting firm.

We are looking for a bookkeeper who is not just a number cruncher but a key player in our team. Someone who values accuracy and speed when working with financial data and enjoys interacting with our friendly clients to gather the necessary financial information.

This position is in our Duncanville, Texas, Office, offering a stable work schedule from Monday through Friday, 8:30 am to 5:00 pm.

Bookkeeper Description

The ideal candidate will be well-organized and comfortable dealing with financial data and clients. This individual will oversee accounts payable and receivable, process payroll, and conduct other finance-related tasks. They should also be excellent at recording data and producing precise financial reports. 

What you'll do:

• You'll set up a new booking client's chart of accounts (from templates) and access to QuickBooks Online.
• You'll interact with customers daily in person, on the phone, and via chat/text messages.
• Help clients connect online accounts with bookkeeping software to download transactions.
• Processing payments online and in person.
• Maintaining records of financial transactions by posting and verifying.
• Maintaining subsidiary accounts by posting, verifying, and allocating transactions.
• Reconciling entries to balance accounts.
• Maintaining a balanced general ledger.
• Preparing a trial balance for the accountants.
• Preparing financial reports by collecting, analyzing, and summarizing accounting for information.
• Ensuring compliance with federal, state, and local legal requirements.
• Monitoring for variances from the projected budget.
• Advising management on compliance needs.
• Assisting in financial activities such as managing client data in our online portal, data entry for tax returns, mailing tax returns, running payroll, and generating invoices.

Bookkeeper Requirements:

• You have a strong work ethic and decision-making skills.
• You are a builder. You thrive on creativity and problem-solving.
• You excel at data entry and are organized, detail-oriented, and task-driven.
• You are empathetic. You love putting yourself in someone else's shoes and figuring out how to serve them better.
• You love to learn new ways of doing things that improve your life and workflow.
• You have knowledge of SFAS, IFRS, U.S. GAAP, or other industry-standard accounting frameworks.
• You're comfortable dealing with vast volumes of complex data.
• You have expertise in Microsoft Excel or any other spreadsheet programs.
• You have experience in QuickBooks Online or QuickBooks Desktop.
• You're comfortable dealing with vast volumes of complex data.
• You have a good command of oral and written English and customer service skills.

Education, Experience, and Licensing Requirements:

• Previous bookkeeping experience is required.
• Experience in working with multiple legal entities under different legal umbrellas.
• Experience working in a fast-paced environment.

What we can offer you:

• 💪 A competitive salary: $44,000 annually
• 💵 401k with up to 4% match
• 🏖 Vacation: Up to 15 days of paid vacation per year + 7 paid holidays per year
• 😄 Full autonomy to grow, learn, and carve out your career path
• 🧳 Professional & friendly office environment

Why you should join SDO CPA

Our company is highly organized and focused on upfront planning, so we minimize long hours and crazy busy seasons.

We understand you have a life to live, so we're focused on automation and doing the hard work up-front so everything else is more accessible later.

In one of the questions below, mention "cat in a hat" in one of your answers.

We highly encourage all in our team to contribute ideas regarding UI, design, and functionality, allowing everyone to have a meaningful impact on our service and client success.

This is an excellent opportunity for someone who desires to progress within a team that is growing exponentially over the next year.

Note: You will be working on most Saturdays during the busy season (February through April, August through October), though it's something we're actively trying to prevent by planning.

If you're interested - we'd love to hear from you. No recruiters, please.