Bookkeeper / Payroll Specialist at Trajan Wealth LLC in Scottsdale, AZ, USA

Job description

• We are seeking a detail-oriented and client-focused Bookkeeper / Payroll Specialist to support our growing CPA and tax practice. This role will be responsible for processing payroll, maintaining accurate financial records, assisting with month-end bookkeeping, and serving as a trusted resource for clients utilizing our accounting and payroll services.

Responsibilities

• Payroll Administration
• Process payroll for multiple business clients on various payroll schedules.
• Review and verify employee hours, wages, deductions, commissions, and bonuses.
• Ensure compliance with federal, state, and local payroll regulations.
• Prepare and file payroll-related reports and tax documents.
• Resolve payroll discrepancies and respond to payroll-related inquiries.
• Coordinate employee onboarding and payroll setup activities.
• Maintain payroll records and ensure confidentiality of sensitive employee data.
• Bookkeeping & Accounting
• Manage day-to-day bookkeeping activities for assigned clients.
• Record and reconcile bank, credit card, and loan accounts.
• Maintain accurate general ledger entries and financial records.
• Prepare monthly financial statements and supporting schedules.
• Assist with month-end and year-end close processes.
• Review transactions for accuracy and proper coding.
• Support tax preparation activities by organizing financial records and documentation.
• Client Service
• Serve as a primary point of contact for clients utilizing payroll and accounting services.
• Provide timely responses to client questions and requests.
• Educate clients on payroll processes, reporting, and best practices.
• Collaborate closely with CPAs, tax professionals, and advisors to support client needs.
• Identify opportunities to improve clients' accounting and payroll workflows.

Requirements

• Required
• 3+ years of bookkeeping and/or payroll experience.
• Strong understanding of payroll processing and payroll tax compliance.
• Experience managing books for multiple companies or clients.
• Proficiency with QuickBooks Online and Microsoft Office Suite.
• Strong knowledge of accounting principles and bank reconciliations.
• Excellent organizational skills and attention to detail.
• Exceptional communication and client service skills.
• Ability to prioritize multiple deadlines in a fast-paced environment.
• Experience working in a CPA firm, public accounting environment, or outsourced accounting practice.
• Familiarity with payroll platforms such as Gusto, ADP, Paychex, or similar systems.
• Associate's or Bachelor's degree in Accounting, Finance, Business, or related field.
• QuickBooks Online ProAdvisor certification.
• Experience with sales tax filings and business compliance reporting.

Skills

Required

• Bookkeeping
• Payroll processing
• Payroll tax compliance
• QuickBooks Online
• Microsoft Office Suite
• Accounting principles
• Bank reconciliations
• Organizational skills
• Attention to detail
• Communication skills
• Client service skills
• Time management

Benefits

• $70,000 - $80,000 base salary.
• 401(k) with matching component
• United Healthcare PPO medical employee coverage paid by Company
• Delta Dental PPO, United Healthcare Vision, Short-Term Disability, Long-Term Disability, Life Insurance, and additional voluntary benefit options
• Generous holidays and PTO
• Opportunity to work alongside experienced tax and wealth management professionals
• Come and join a team that is making a difference in their clients and employee's lives!