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Bookkeeper | Tax and Business Services | Baraboo Office

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

Primary Duties and Responsibilities

  • Assist in providing the following accounting services for multiple clients simultaneously within a time budget utilizing multiple accounting software:
    • Enter bills
    • 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
    • Reconcile subsidiary ledgers to general ledger
    • Make adjusting journal entries
    • Assist in completing payroll reports, 1099’s and sales tax returns
    • Prepare interim financial statements for review
    • Prepare and organize appropriate work papers
  • Perform accounting tasks in person at client offices as needed.
  • Perform tasks within assigned timeframes and budgets
  • Provide regular and frequent communication with in-charge regarding the status of assignments in progress.
  • Performs miscellaneous job-related duties as assigned.

Supervisory Responsibility

None.

Education

Two year Associate Degree in Accounting Preferred.

Required Skills and Experience

  • Minimum of three (3) years experience directly related to the duties and responsibilities specified.
  • Minimum of three (3) years work experience in full accounting cycle transactions.
  • Proficient in Microsoft Word and Outlook. Highly proficient in Excel.
  • Experience using general ledger software; demonstrated proficiency in same.
  • Knowledge of generally accepted principles of accounting.
  • Demonstrated attention to detail and accuracy.
  • Excellent written and verbal communication skills
  • Demonstrated ability to learn new concepts efficiently.
  • Demonstrated ability to complete tasks efficiently.

Certifications Required

None.

Public Contact

Extensive work 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.