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Accountant/Bookkeeper
Accountant/BookkeeperAlmanza CPA Firm • San Antonio, TX, US
Accountant/Bookkeeper

Accountant/Bookkeeper

Almanza CPA Firm • San Antonio, TX, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]
Benefits:
  • 401(k) matching
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off

Job Summary


We are seeking a detail-oriented Bookkeeper to join our Tax and Accounting Services team. This role focuses on after-the-fact bookkeeping with an emphasis on tax compliance. The ideal candidate will ensure accurate financial records, support tax CPAs, and maintain well-organized client data for timely and compliant tax filings.

Key Responsibilities


  • Record financial transactions from source documents (bank statements, credit card statements, client records).
  • Reconcile bank, credit card, and other financial accounts accurately and promptly.
  • Maintain up-to-date, accurate financial data for all client accounts.
  • Organize and manage digital and physical records for client files.
  • Stay current on bookkeeping best practices and tax compliance requirements.
  • Collaborate with team members and clients to resolve financial inquiries and provide documentation.
  • Assist with administrative or accounting-related tasks as needed.

Required Skills & Competencies


  • Communication: Clear oral and written communication; ability to present numerical data effectively.
  • Technical Expertise: Solid understanding of accounting principles and reconciliation processes.
  • Attention to Detail: High accuracy in preparing and reviewing financial data.
  • Numerical Proficiency: Strong aptitude for working with numbers and performing calculations.
  • Client Service: Ability to build and maintain strong client relationships.
  • Technology Skills: Proficiency in QuickBooks Online, Bill.com, Hubdoc, POS systems, Expensify, Gusto, and Microsoft Office Suite.
  • Organization & Planning: Strong time management and prioritization skills.
  • Professionalism & Adaptability: Composed under pressure, flexible with changing priorities, and open to new technology.
Education & Experience


  • Associate’s degree in Accounting or Finance required; Bachelor’s degree preferred.
  • Minimum 3 years of professional bookkeeping experience, preferably in a public accounting or tax-focused environment.
  • Strong knowledge of GAAP principles, reconciliation processes, and tax compliance.
  • Experience with payroll systems and tax preparation software (QuickBooks ProAdvisor certification highly preferred).
  • Familiarity with cloud-based accounting tools and document management systems.

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