The primary function of the Bookkeeper role is for managing the day-to-day financial operations of multiple clients and entities, ensuring accurate and timely recording of financial transactions, payroll processing, tax filings, and financial reporting.
This role serves as a trusted resource for maintaining financial integrity, supporting business decision-making through accurate reporting, and ensuring compliance with federal, state, and local regulatory requirements.
The ideal candidate is highly organized, detail-oriented, and experienced in QuickBooks Online and QuickBooks Desktop environments.
Key Skills for This Role
QuickBooks OnlineQuickBooks Desktop
Full Job Posting
About Duncan Financial Group
Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.
Bookkeeper
Position Summary:
The primary function of the Bookkeeper role is for managing the day-to-day financial operations of multiple clients and entities, ensuring accurate and timely recording of financial transactions, payroll processing, tax filings, and financial reporting. This role serves as a trusted resource for maintaining financial integrity, supporting business decision-making through accurate reporting, and ensuring compliance with federal, state, and local regulatory requirements. The ideal candidate is highly organized, detail-oriented, and experienced in QuickBooks Online and QuickBooks Desktop environments.
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Maintain and manage financial records using QuickBooks Online (QBO) and QuickBooks Desktop (QBD)
Process daily accounting transactions and maintain general ledger accuracy
Prepare and post journal entries
Perform monthly bank account and credit card reconciliations
Process payroll accurately and timely, ensuring compliance with applicable regulations
Prepare and file quarterly payroll tax returns, including IRS Form 941 filings
Prepare annual W-2 and 1099 reporting as required
Prepare and file local mercantile/business privilege tax filings
Process accounts payable and accounts receivable transactions
Monitor cash balances and assist with cash management activities
Assist with month-end and year-end closing processes
Prepare internal financial statements and management reports for business owners and leadership teams
Analyze financial records to identify discrepancies and recommend corrective actions
Support CPA firms and management with tax preparation, audits, and financial reviews
Maintain organized accounting records and supporting documentation in accordance with company standards
Assist with compliance-related reporting requirements and regulatory filings
Provide support for bookkeeping cleanup and catch-up projects as needed
Communicate professionally with clients, vendors, and internal stakeholders regarding financial matters
Stay current on accounting best practices, payroll regulations, and tax filing requirements
Maintain confidentiality of sensitive financial and payroll information
Perform other duties as assigned
Qualifications:
Associate degree in Accounting, Finance, Business Administration, or related field preferred; equivalent combination of education and experience may be considered
Minimum of 3 years of bookkeeping or accounting experience required
Experience supporting multiple business entities or small business clients preferred
Strong proficiency with QuickBooks Online (QBO) and QuickBooks Desktop (QBD)
Proficient in Microsoft Office Suite, with advanced working knowledge of Excel
Experience processing payroll and payroll tax filings required
Experience preparing and filing IRS Form 941 and other quarterly payroll tax returns required
Experience preparing and filing local mercantile and business tax returns preferred
Experience with accounts payable, accounts receivable, and bank reconciliations
Strong analytical, organizational, and problem-solving skills with exceptional attention to detail and accuracy
Excellent written and verbal communication skills with the ability to build effective working relationships with clients and internal teams
Ability to manage multiple priorities, work independently with minimal supervision, and consistently meet deadlines in a fast-paced environment
High level of professionalism, integrity, and commitment to maintaining confidentiality of financial information
Employment is contingent upon the successful completion of all pre-employment requirements, which may include a criminal background check and credit history review, as permitted by law
Remote Work Environment: Preference given to candidates in Eastern or Central U.S. time zones
Benefits:
Competitive Compensation
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.
About Duncan Financial Group
Verified company details for this employer are not available yet.
