QuickBooks Bookkeeper

Junior Accountant / Bookkeeper

Job Overview

Goldman Haque is a forward-thinking CPA firm based in Pelham, NY, with a strong concentration of clients across New York and Connecticut. We are seeking a detail-oriented and motivated professional to join our team in a combined Bookkeeping & Sales Tax role. This role reports directly to a Tax Accountant and is ideal for an individual with hands-on experience across both functions who wants to grow their skills in payroll and broader tax compliance. The successful candidate will have strong organizational skills and a passion for helping clients achieve their financial goals.

Duties

1) Bookkeeping

• Record and maintain accurate financial transactions of our clients in QuickBooks
• Process client bank statements into Excel templates or QuickBooks Online; apply initial general ledger coding and flag unusual items
• Reconcile bank statements, credit card accounts, and general ledger accounts
• Support the firm's ongoing migration of legacy Excel-based clients onto QuickBooks Online (chart of accounts setup, opening balances, bank feeds).
• Maintain organized work papers in the firm's cloud file system; produce monthly or quarterly trial balance packages
• Generate financial reports such as income statements, balance sheets, and cash flow statements for clients.
• Collaborate with the Tax Accountant to prepare income tax returns and related documentation.
• Address client inquiries and resolve discrepancies; maintain confidentiality and ensure secure handling of sensitive financial and client data.

2) Sales Tax

• Prepare and file monthly NY and CT sales tax returns
• Reconcile POS daily reports, sales registers (Z-tapes), and bank deposits — including reconstruction when monthly POS reports are incomplete.
• Categorize sales by location: fuel by grade, food, and retail products
• Maintain monthly data-collection templates for clients; coordinate with operations managers and store-level staff to gather supplier invoices and POS exports
• Manage filing calendars, exemption certificates, and state notice responses
• Ensure compliance with federal, state, and local sales and use tax regulations.

Skills

• Proficiency in accounting software (QuickBooks Online preferred) and payroll systems.
• Basic understanding of federal and state tax regulations, especially for small businesses and payroll compliance.
• Familiarity with Microsoft Office Suite, especially Excel (pivot tables, lookups), for financial analysis and reporting.
• Strong organizational skills with a keen eye for accuracy and detail.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Excellent communication skills for working with clients and team members.
• Willingness to learn and grow in tax preparation and compliance.
• Primarily in-office at our Pelham, NY headquarters; hybrid flexibility considered after onboarding. Standard business hours year-round, with some potential extended hours during tax season (February through April).

Why Join Us?

At Goldman Haque, we believe in fostering a collaborative and supportive work environment where your contributions make a tangible impact. Joining our team offers:

• Opportunities for professional growth and development.
• Exposure to a diverse client base and a range of accounting and tax services.
• A chance to work with a forward-thinking firm dedicated to leveraging technology to improve efficiency and client satisfaction.

If you're a motivated and detail-oriented professional looking to grow your career under the guidance of an experienced Tax Accountant, we encourage you to apply.

Job Types: Full-time, Contract

Pay: From $250.00 per day

Benefits:

• Flexible schedule

Application Question(s):

• How many years of Sales Tax Experience?
• What jurisdictions have you worked on for sales tax?

Education:

• Bachelor's (Required)

Experience:

• QuickBooks: 3 years (Required)

Ability to Commute:

• Pelham, NY 10803 (Required)

Work Location: Hybrid remote in Pelham, NY 10803