Job Description
At Kelly+Partners, we operate with one clear mission: "to help our people, Private Business Owners, and the communities we work in "Be Better Off". We are committed to providing personal and professional growth opportunities to ensure all our team members are set up for a fulfilling and successful future.
Why Join Us?
In addition to working in an organization that is committed to offering the best services and opportunities to both our clients and our team, you will also have access to the following benefits:
- Diverse range of clients to grow your skills
- Genuine career progression with a clear path to partnership
- Company events
- Modern, bright workplaces with state-of-the-art technology
- Awards and bonuses for top performers
- Paid time off benefits
- 401(k) with company match
- Health insurance
- Postgraduate study support
- Flexible work arrangements with remote work opportunities
- Supportive team culture with work-life balance
The Opportunity As a Bookkeeper, you will be a key player in enabling Kelly+Partners' next phase of growth. The successful applicant will become an integral part of the broader team and will be exposed to a variety of clients and the opportunity to learn in a public practice environment. This role offers hands-on experience with diverse client industries and the chance to develop expertise in multiple accounting systems.
Key Responsibilities Client & Firm Support
- Serve as a primary point of contact for clients, ensuring timely responses, clear communication, and professional follow-through.
- Manage intake of client documents, including organizing, tracking, and maintaining digital files across multiple clients and engagements.
- Coordinate deadlines, deliverables, and workflow for tax, payroll, and compliance projects.
- Assist with onboarding new clients, including gathering required information, setting up internal systems, and ensuring compliance documentation is complete.
Tax & Compliance Support
- Track Sales & Use Tax filing deadlines and ensure all required forms and extensions are submitted accurately and on time.
- Maintain up-to-date knowledge of filing requirements across multiple states and agencies.
Payroll & Regulatory Support
- Assist with payroll processing tasks such as gathering client payroll data, verifying information, and preparing payroll tax filings.
- Prepare and submit payroll-related forms (e.g., quarterly and annual payroll tax returns, W-2s, 1099s).
- Monitor agency notices (IRS, state tax boards, EDD, etc.) and coordinate responses or follow-up with the CPA team.
- Support clients with multi-state payroll compliance, registration, and reporting.
Administrative & Operational Duties
- Manage calendars, deadlines, and internal task lists for multiple team members.
- Prepare client correspondence, summaries, and documentation packages.
- Assist with internal quality control by reviewing documents for completeness and accuracy.
- Support the firm during peak seasons by helping with workflow coordination, client reminders, and document tracking.
About You - Experience working in a CPA firm, bookkeeping practice, or similar professional services environment preferred.
- Strong understanding of federal and state tax forms, payroll processes, and compliance requirements.
- Ability to manage multiple clients and deadlines simultaneously in a fast-paced environment.
- Excellent communication skills and comfort interacting with clients across various industries.
- High level of accuracy, organization, and follow-through.
- Proficiency with accounting/tax software (e.g., QuickBooks, Paychex, Gusto, Karbon, etc.) is a plus
Ideal Candidate Traits - Thrives in an intense, deadline-driven environment.
- Learns quickly and adapts to changing priorities.
- Comfortable juggling many clients, tasks, and communication threads at once.
- Proactive, resourceful, and able to anticipate needs before they arise.
- Published on 24 Mar 2026, 5:47 PM
Job Tags
Flexible hours