Job Description

Job Description

Job Description

Position Summary

The Bookkeeper is responsible for overseeing the delivery of accurate, timely, and compliant bookkeeping services for multiple clients across a variety of industries. This role requires strong client-facing skills, expert-level QuickBooks proficiency, while also handling complex bookkeeping tasks. The ideal candidate will excel at building and maintaining client relationships, identifying process improvements, and ensuring the highest level of service.

Key Responsibilities

Client Relationship Management

• Serve as the primary point of contact for assigned clients, ensuring exceptional communication and client satisfaction.
• Conduct regular client meetings (in-person or virtual) to review financial reports, discuss business performance, and address accounting needs.
• Provide proactive guidance on bookkeeping best practices, compliance requirements, and financial process improvements.

Bookkeeping & Technical Expertise

• Oversee and perform full-cycle bookkeeping, including accounts payable, accounts receivable, bank reconciliations, credit card reconciliations, journal entries, and month-end closing.
• Utilize QuickBooks Desktop and QuickBooks Online at an advanced level, including customizing reports, troubleshooting issues, and implementing system efficiencies.
• Ensure proper classification of transactions in compliance with GAAP and applicable tax regulations.
• Assist clients in preparing for year-end tax filings and audits.

Operational Excellence

• Establish and maintain internal documentation of client processes.
• Identify opportunities for service expansion, such as payroll processing, bill pay, or management reporting.
• Work with firm leadership to implement new technology tools to improve efficiency and client experience.

Qualifications

• Minimum 5 years of bookkeeping experience.
• Advanced proficiency in QuickBooks Desktop and QuickBooks Online required.
• Strong knowledge of GAAP, general ledger functions, and month-end/year-end close processes.
• Exceptional client service and communication skills.
• Ability to manage multiple client accounts with competing deadlines.
• Experience in a CPA firm or professional services environment preferred.

Skills & Competencies

• Client-focused mindset with the ability to build trust and rapport.
• Strong problem-solving and analytical skills.
• Excellent organizational and time management skills.
• Proficient in Microsoft Excel, Word, and Outlook; experience with bill pay and expense management platforms a plus.
• Ability to work independently while managing a team.

This position offers a unique opportunity to combine hands-on bookkeeping expertise in a dynamic, client-facing role.

RJI CPAs is proud to be recognized by Forbes 2021’s “America’s Best Tax Firms”, OC Business Journal 2022’s “Best Places to Work”, and Inside Public Accounting 2022’s “Fastest Growing Firms” and “Top 400 Firms”. Over the past 40 years, we have built our reputation as trusted advisors with creative solutions to complex tax, audit, and accounting business challenges. We work in partnership with our domestic and international clients to strengthen their businesses.
We're problem solvers. We're calculated risk takers. We strive to create a unique and rewarding environment for our employees to continually challenge themselves in a collaborative environment that values the team. Also, we always encourage work/life balance for our team to enjoy what life has to offer.
Our employees represent our commitment to diversity and inclusion with over 50% women and over 80% multi-cultural team members. We enjoy giving back to the community and plan group outings to focus on supporting these important initiatives. We also just love to have fun together as a team, including attending baseball games, bowling nights, taking a boat cruise around Newport Harbor, and hosting Wellness Awareness events.

Company Description

RJI CPAs is proud to be recognized by Forbes 2021’s “America’s Best Tax Firms”, OC Business Journal 2022’s “Best Places to Work”, and Inside Public Accounting 2022’s “Fastest Growing Firms” and “Top 400 Firms”. Over the past 40 years, we have built our reputation as trusted advisors with creative solutions to complex tax, audit, and accounting business challenges. We work in partnership with our domestic and international clients to strengthen their businesses.\r\nWe're problem solvers. We're calculated risk takers. We strive to create a unique and rewarding environment for our employees to continually challenge themselves in a collaborative environment that values the team. Also, we always encourage work/life balance for our team to enjoy what life has to offer.\r\nOur employees represent our commitment to diversity and inclusion with over 50% women and over 80% multi-cultural team members. We enjoy giving back to the community and plan group outings to focus on supporting these important initiatives. We also just love to have fun together as a team, including attending baseball games, bowling nights, taking a boat cruise around Newport Harbor, and hosting Wellness Awareness events.

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