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SalaryPBMares is currently seeking a Paraprofessional to join our Accounting Services Team in our New Bern, NC office location. The Paraprofessional/Client Accounting Services (CAS) Specialist will be responsible for accurately maintaining a company’s general ledger by processing daily transactions, deposits, and income. S/he maintains financial records and reports including purchases, sales, receipts, and payments for clients. The selected candidate accurately records all day-to-day financial transactions for clients and serves as the primary contact for assigned clients, providing excellent customer service in addition to processing accounts payable and receivable, manage invoices, and assist clients with payroll processing and payroll taxes. If you are looking for a dynamic career, then look no further, this is the career .
PBMares Core Values
- Integrity
- Trust
- Respect
- Accountability
- Caring
What that means for you:
- Company investment of a minimum of 40 hours learning and development annually
- The opportunity to grow and shape the future of the firm
- Full benefits: medical, dental, 401K match
- Paid Time Off
- 11 paid holidays per year
- Flexible work schedule to include hybrid work environment.
- Summer Hours- Friday half days (based on a minimum 40 hour work week)
What you'll do:
- Performs bookkeeping duties consisting of cash receipts and disbursements entry or bank feed matching, preparation of bank reconciliations, journal entries, and asset capitalization and disposals
- Prepares complete work papers and documents pursuant to Firm policy
- Prepares financial statements, if applicable
- Prepares state and local sales tax reports
- Prepares annual, monthly, and quarterly payroll reports. (940, 941, state payroll reports, 1099 information returns)
- Prepares business personal property return and business license
- Performs other duties as assigned
- Maintains a specified book of client business for the tasks for which they are engaged with our Firm
- Interfaces with the client independently
- Maintains thorough communication with team leaders
- Maintains client and firm confidentiality
- Finishes projects within specified budgeted time and completion schedule
- Offers suggestions for improvement in processes
- Works with varying levels of personnel and management, both inside and outside the accounting department to ensure appropriate analysis of issues and conclusion of accounting matters
- Provides hands on support for varying projects
- Assists with training of other CAS personnel
- Develops entrepreneurial approach to client service and good working relationships with clients
- Maintains contacts with peers and meets with prospective clients
- Provides backup to other paraprofessionals during absences.
- Provides Legacy Bookkeeping (year-to-date) for clients that require their bookkeeping caught up to the most recent month.
- Closes the books from the prior year and ties the books to the most recent year tax return. Brings clients books up to date in QuickBooks Online software, or QuickBooks Desktop software.
- Participates in bookkeeping and accounting information gathering to keep abreast of the latest trends, techniques and best practices in the industry.
Job Type: Full-time
