Bookkeeper

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Gildark Financial Solutions Group LLC provided pay range

This range is provided by Gildark Financial Solutions Group LLC. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$17.00/hr - $22.00/hr

Company: Gildark Financial Solutions Group

Job Type: Full-Time/Seasonal

About Us:

Gildark Financial Solutions Group specializes in providing exceptional tax, accounting, payroll, and business advisory services to individuals, small businesses, corporations, trusts, and high net worth individuals. As a woman-led, family-owned firm, we pride ourselves on delivering personalized, professional financial solutions to our valued clients.

We are seeking a highly organized and detail-oriented individual to join our team.

Job Description:

We are seeking a sharp, proactive, and detail-oriented individual who can manage a role combining bookkeeping , tax data entry , and front desk administrative support . This individual will be the face and the backbone of our day-to-day operations supporting our accountants, interfacing with clients, entering key financial data, and keeping things running smoothly. This is a great opportunity for someone looking to grow in the financial services industry and gain exposure to both back-office accounting workflows and front-office client operations.

The ideal candidate will have strong technical tax skills, excellent customer service abilities, and a proactive approach to addressing client needs. This role also includes client-facing responsibilities, such as answering calls, assisting with inquiries, and scheduling appointments with leadership.

Responsibilities:

BOOKKEEPING & TAX SUPPORT

• Assist with bookkeeping tasks in QuickBooks Online (QBO), including bank reconciliations, transaction categorization, and basic financial reporting
• Enter and organize client financial data for tax preparation (individuals, businesses, trusts, nonprofits)
• Upload, sort, and index tax documents in client management systems (e.g., Canopy, Karbon)
• Perform data entry of W-2s, 1099s, K-1s, and other source documents into tax software (e.g., Intuit ProConnect)
• Maintain accurate records, working closely with the CPA/EA team to ensure all filings are complete and timely

FRONT DESK / CLIENT-FACING ADMINISTRATION

• Answer and screen incoming calls, emails, and messages from new and existing clients
• Greet clients professionally and handle in-office walk-ins
• Book and coordinate meetings for firm leadership and clients (>80% scheduling conversion goal)
• Track and follow up on outstanding documents or tasks from clients
• Maintain professional and efficient onboarding experiences for new leads and prospects
• Support filing and administrative tasks to maintain an organized office and digital workspace

Qualifications:

• 13 years in a bookkeeping, tax support, or admin role in a CPA/tax firm or similar professional services setting
• Proficiency in tax preparation software (e.g., Intuit ProConnect, Drake Tax, or similar platforms).
• Proficiency in client management software (e.g., Canopy Tax, Karbon, or similar platforms).
• Proficiency in tax planning software (e.g. Intuit Pro Advisor or similar platforms).
• Strong understanding of federal and state tax regulations.
• Ability to analyze complex tax issues and provide effective solutions.
• Excellent organizational skills and attention to detail.
• Strong communication and interpersonal skills, with a client-focused approach.
• Proficiency in Quickbooks Online (QBO), Microsoft Office Suite (Excel, Word) or Google Workspace.
• Ability to handle multiple clients and meet deadlines in a fast-paced environment.
• Desire to grow at the firm and build your own book of business
• Excellent written and verbal communication; able to represent the firm professionally at all times
• Comfortable juggling multiple tasks, managing deadlines, and tracking open client items
• Handles confidential financial and tax information with discretion and accuracy
• Eager to learn and grow within the firm; potential for advancement into full-charge bookkeeping, tax prep, or client account management

Preferred Skills:

• Experience preparing tax returns for small businesses, trusts, foreign citizens, nonprofits, and high-net-worth individuals.
• Familiarity with California-specific tax laws and regulations.
• Enrolled Agent (EA)/Certified Public Accountant (CPA) certification or active pursuit of the designation is a plus.
• Experience with Canopy, Karbon, or other workflow/task management platforms

What We Offer:

• Competitive hourly pay, commensurate with experience
• Career growth potential and professional development support
• Positive and professional work environment with leadership mentorship
• Paid time off for qualifying employees
• Exposure to diverse and high-value client portfolios
• Opportunities for professional development, including support for certifications.
• A collaborative and supportive team environment.
• Paid time off for full-time employees.
• Access to cutting-edge tax software and tools.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

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