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Bookkeeping Associate

https:/wayup.com/sitemap.xml • Columbia, MD, United States • $200k - $250k / year • 3w ago

Benefits:

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Tuition assistance

Athlon Advisors is an independent comprehensive financial services firm. We help manage every aspect of our client’s financial life, guiding them throughout the process and then partnering with them to help them make well-informed financial decisions. We are seeking a highly energized, detail oriented and organized individual with a positive attitude who will thrive in our professional office environment serving as a Bookkeeping Associate for our Tax Planning, Preparation and Bookkeeping business unit. The Bookkeeping Associate will work directly with clients on all of their bookkeeping matters.

The Bookkeeping Associate plays a pivotal role in day-to-day interaction with clients. If you have a desire to succeed in a team environment this may be the perfect job for you!

Salary & Benefits

Starting rate of $22 - $28 per hour, based on experience.

Part-time hours. Flexibility in schedule

Generous bonus/incentive plan*

401k with company match*

Vacation/PTO

Upbeat working environment and positive office culture

Professional growth opportunities with annual continuing education stipend

Responsibilities & Activities

Perform bank reconciliations and ensure accuracy of financial records

Check figures, postings, and documents for correct entry, mathematical accuracy, and proper coding/classifications

Classifies, records, and summarizes numerical and financial data to compile and keep financial records, journals and ledgers for our clients

Accounts payable and accounts receivable functions when applicable

Complies with federal, state, and company policies, procedures, and regulations

Answers, troubleshoots, and problem-solve incoming telephone, voicemail, e-mail, and occasional in-person requests for assistance from the firm’s existing clients, new or prospective bookkeeping clients, staff, and other entities.

Ensures all client interactions and relationships are successful and that we provide and maintain exceptional client care and service.

Informing prospects/clients of firm processes

Timely and accurately schedule appointments when necessary.

Clerical functions such as entering info into databases and spreadsheets, filing, faxing, scanning, copying, and mailing documents.

The ideal candidate will possess the following skills:

Proficiency in using various Bookkeeping software packages such as QuickBooks (online and desktop), Xero, etc

Excellent attention to detail

Self-motivated and organized.

Team-oriented, flexible, and dependable

Ability to work independently and efficiently to meet deadlines.

Excellent communication (oral and written) and client service skills.

A positive and professional attitude

Multi-tasking ability

Education/Experience

Associates or Bachelors College degree preferred.

Bookkeeping experience is required.

QuickBooks experience is required

Excel is required

This is an in-person part-time position.

We offer a great working environment and benefits. We have cultivated a strong culture that emphasizes maximizing our employees' talents and promoting from within. This is your chance to play a key role in the continued success of our company.

Qualified candidates will start the process by having a 15–30-minute zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments. A background and credit check will be required.

We are an Equal Opportunity Employer.

*With minimum number of hours requirement

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