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Client Service Associate

BSG – Bakersfield, California
Department BSG
Employment Type Full Time
Minimum Experience Entry-level

At DANIELLS PHILLIPS VAUGHAN & BOCK, our Client Service Associates will work with large and small companies in various industries.  They develop strong working relationships with clients built on understanding their businesses and challenges.

Responsibilities include:

- Prepare financial statements via software, including: 

  • Maintain asset list
  • Make journal entries for depreciations and amortization
  • Allocate income and expenses
  • Create and maintain Excel spreadsheets to calculate allocations of various expenses and make journal entries
  • Review client entries and make corrections by journal entry, as needed
  • Prepare Balance Sheet, Profit and Loss, and General Ledger reports
  • Report potential bookkeeping problems to internal management
  • Communicate with clients about their books and gather missing information
  • Educate clients on Best Practices to maintain their books properly

- Review software files prepared by clients to make ready for tax preparation and make adjustments, as needed

- Collaborate with clients, and assist them as they identify accounting needs, support them on booking issues, and provide them with training on basic software usage

- Set up new files with chart of accounts

- Prepare accounts payable

- Prepare payroll, including making EFTPS tax payments

- Prepare quarterly payroll forms 940, 941, 944 and TWC

- Prepare annual payroll forms W2, W3, 1099, 1096

 Basic Qualifications:

  • Associates' or Bachelor Degree preferred but not required
  • Intermediate QuickBooks experience
  • Three to five years bookkeeping experience preferred
  • Strong computer skills (Microsoft Word, Excel, etc)
  • Strong verbal, written communication, and analytical skills
  • Ability to work independently on tasks and projects; while also collaborating with peers in a team-oriented environment
  • Motivated to work in a fast-paced environment

Now is a great time to join our Firm to see what we have to offer. We offer competitive compensation as well as benefits. We emphasize the importance of providing our team members an experience that will provide them with even more value to add to their career growth and development.

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  • Location
    Bakersfield, California
  • Department
  • Employment Type
    Full Time
  • Minimum Experience
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