Bookkeeper | Tax and Business Services | Reedsburg Office

Position Mission

Under the direction of the In-Charge Accountant, this person will assist in providing accounting and payroll services to Wegner CPAs clients resulting in a high level of client satisfaction.

Primary Duties and Responsibilities

  • Bookkeeper
    • Enter bills and prepare payments
    • Record manual transactions including checks written and deposits made
    • Electronically import and export client data
    • Prepare sales tax returns
    • Reconcile cash and prepare bank reconciliations
    • Make adjusting journal entries
    • Prepare interim financial statements for review
    • Provide regular and frequent communication with in-charge regarding the status of assignments in progress.
  • Payroll Processor
    • Process payrolls for multiple clients
    • Responsible for initiating timely tax payments
    • Prepare quarterly and annual payroll reports
  • Other Duties
    • Greet persons entering the office
    • Answer, screen, and forward calls providing information and taking messages
    • Perform tasks within assigned time frames and budgets
    • Provide regular and frequent communication with in-charge regarding the status of assignments in progress
    • Performs miscellaneous job-related duties as assigned
    • Support staff in various task as needed


Two year Associate Degree in Accounting Preferred.

Required Skills and Experience

  • One (1) to two (2) years experience directly related to the duties and responsibilities specified, but will train the right individual
  • Proficient in Microsoft Word, Outlook and Excel
  • Experience using accounting and payroll software preferred
  • Knowledge of generally accepted principles of accounting
  • Demonstrate attention to detail and accuracy
  • Excellent written and verbal communication skills
  • Demonstrate ability to learn new concepts efficiently
  • Demonstrate ability to complete tasks efficiently
  • Ability to handle multiple assignments simultaneously

Public Contact

Interacting both by phone and face to face with clients and staff.

Working Conditions

Work is performed in a typical interior/office work environment-very limited exposure to physical risk.  Equipment used: computer, fax machine, telephone, postage machine, copier and scanner.

Physical Demands

Essential demands include sitting at a desk, working on a computer for long periods of time and using a telephone to communicate with clients and staff.

Work Hours

Typical business hours are Monday through Friday, 8:00 am – 5:00 pm.