Paraprofessional- Client Accounting Services

Are you ready to embark on an exhilarating career journey? PBMares is thrilled to announce an opportunity for a dynamic Paraprofessional to join our esteemed Accounting Services Team in the heart of Morehead City, NC. As a Paraprofessional/CAS Specialist, you'll be at the forefront of maintaining accurate financial records for our clients, ensuring seamless transactions and providing unparalleled customer service.

PBMares Core Values

• Integrity

• Trust

• Respect

• Accountability

• Caring

What that means for you:

• Company investment of a minimum of 40 hours learning and development annually

• The opportunity to grow and shape the future of the firm

• Full benefits: medical, dental, 401K match

• Paid Time Off

• 11 paid holidays per year

• Flexible work schedule to include hybrid work environment.

• Summer Hours- Friday half days (based on a minimum 40 hour work week)

What you'll do:

• Performs bookkeeping duties consisting of cash receipts and disbursements entry or bank feed matching, preparation of bank reconciliations, journal entries, and asset capitalization and disposals

• Prepares complete work papers and documents pursuant to Firm policy

• Prepares financial statements, if applicable

• Prepares state and local sales tax reports

• Prepares annual, monthly, and quarterly payroll reports. (940, 941, state payroll reports, 1099 information returns)

• Prepares business personal property return and business license

• Performs other duties as assigned

• Maintains a specified book of client business for the tasks for which they are engaged with our Firm

• Interfaces with the client independently

• Maintains thorough communication with team leaders

• Maintains client and firm confidentiality

• Finishes projects within specified budgeted time and completion schedule

• Offers suggestions for improvement in processes

• Works with varying levels of personnel and management, both inside and outside the accounting department to ensure appropriate analysis of issues and conclusion of accounting matters

• Provides hands on support for varying projects

• Assists with training of other CAS personnel

• Develops entrepreneurial approach to client service and good working relationships with clients

• Maintains contacts with peers and meets with prospective clients

• Provides backup to other paraprofessionals during absences.

• Provides Legacy Bookkeeping (year-to-date) for clients that require their bookkeeping caught up to the most recent month.

• Closes the books from the prior year and ties the books to the most recent year tax return. Brings clients books up to date in QuickBooks Online software, or QuickBooks Desktop software.

• Participates in bookkeeping and accounting information gathering to keep abreast of the latest trends, techniques and best practices in the industry.