Bookkeeper

Summary

Duncan Financial Group, headquartered in Irwin, Pennsylvania, is dedicated to helping clients build and protect their financial futures. The Bookkeeper will manage day-to-day financial operations for multiple clients, ensuring accurate financial transactions, payroll processing, and compliance with regulations.

Responsibilities

• Maintain and manage financial records using QuickBooks Online (QBO) and QuickBooks Desktop (QBD)
• Process daily accounting transactions and maintain general ledger accuracy
• Prepare and post journal entries
• Perform monthly bank account and credit card reconciliations
• Process payroll accurately and timely, ensuring compliance with applicable regulations
• Prepare and file quarterly payroll tax returns, including IRS Form 941 filings
• Prepare annual W-2 and 1099 reporting as required
• Prepare and file local mercantile/business privilege tax filings
• Process accounts payable and accounts receivable transactions
• Monitor cash balances and assist with cash management activities
• Assist with month-end and year-end closing processes
• Prepare internal financial statements and management reports for business owners and leadership teams
• Analyze financial records to identify discrepancies and recommend corrective actions
• Support CPA firms and management with tax preparation, audits, and financial reviews
• Maintain organized accounting records and supporting documentation in accordance with company standards
• Assist with compliance-related reporting requirements and regulatory filings
• Provide support for bookkeeping cleanup and catch-up projects as needed
• Communicate professionally with clients, vendors, and internal stakeholders regarding financial matters
• Stay current on accounting best practices, payroll regulations, and tax filing requirements
• Maintain confidentiality of sensitive financial and payroll information
• Perform other duties as assigned

Skills

• Minimum of 3 years of bookkeeping or accounting experience required
• Strong proficiency with QuickBooks Online (QBO) and QuickBooks Desktop (QBD)
• Proficient in Microsoft Office Suite, with advanced working knowledge of Excel
• Experience processing payroll and payroll tax filings required
• Experience preparing and filing IRS Form 941 and other quarterly payroll tax returns required
• Experience with accounts payable, accounts receivable, and bank reconciliations
• Strong analytical, organizational, and problem-solving skills with exceptional attention to detail and accuracy
• Excellent written and verbal communication skills with the ability to build effective working relationships with clients and internal teams
• Ability to manage multiple priorities, work independently with minimal supervision, and consistently meet deadlines in a fast-paced environment
• High level of professionalism, integrity, and commitment to maintaining confidentiality of financial information
• Employment is contingent upon the successful completion of all pre-employment requirements, which may include a criminal background check and credit history review, as permitted by law
• Associate degree in Accounting, Finance, Business Administration, or related field preferred; equivalent combination of education and experience may be considered
• Experience supporting multiple business entities or small business clients preferred
• QuickBooks Online ProAdvisor (QBO Certified) designation preferred
• Experience preparing and filing local mercantile and business tax returns preferred

Qualifications

Must Haves

• Minimum of 3 years of bookkeeping or accounting experience required
• Strong proficiency with QuickBooks Online (QBO) and QuickBooks Desktop (QBD)
• Proficient in Microsoft Office Suite, with advanced working knowledge of Excel
• Experience processing payroll and payroll tax filings required
• Experience preparing and filing IRS Form 941 and other quarterly payroll tax returns required
• Experience with accounts payable, accounts receivable, and bank reconciliations
• Strong analytical, organizational, and problem-solving skills with exceptional attention to detail and accuracy
• Excellent written and verbal communication skills with the ability to build effective working relationships with clients and internal teams
• Ability to manage multiple priorities, work independently with minimal supervision, and consistently meet deadlines in a fast-paced environment
• High level of professionalism, integrity, and commitment to maintaining confidentiality of financial information
• Employment is contingent upon the successful completion of all pre-employment requirements, which may include a criminal background check and credit history review, as permitted by law

Nice to Haves

• Associate degree in Accounting, Finance, Business Administration, or related field preferred; equivalent combination of education and experience may be considered
• Experience supporting multiple business entities or small business clients preferred
• QuickBooks Online ProAdvisor (QBO Certified) designation preferred
• Experience preparing and filing local mercantile and business tax returns preferred

Benefits

• Competitive Compensation
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays