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Payroll Specialist

Payroll Specialist

MarketectPhilippines
30+ days ago
Job description

The Bookkeeping Artist is a boutique accounting firm specializing in service and expert-led small businesses. They offer bookkeeping, tax, payroll, and financial coaching services. Katherine Pomerantz, our team leader, is an actress-turned-accountant and money coach. She capitalized on her artistic background to create the Money Storyteller Method™ a framework to help business owners re-write bad money stories and instead use money as a Teammate to map, measure, and achieve their ambitious goals.

The Role

JOB RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO :

  • This small, collaborative team is seeking a full-time Payroll Specialist & Bookkeeper to provide the efficiency and attention-to-detail that makes BKA’s services exceptional.
  • This role will take the lead on 15-25 client accounts. When we say “take the lead” we mean that BKA bookkeepers can independently :
  • Answer all client emails and questions. If unable to answer a client’s questions, they seek out a Team BKA expert for the answer, then follow up with team members and clients to ensure client needs are met
  • Proactively provide checklists of required documents and deadlines for client use
  • Suggest strategies to simplify bookkeeping and accounting systems for Team BKA and our clients
  • Thrive and adapt as clients grow and their systems and processes change
  • Manage their own time and assigned projects to meet all deadlines and compliance requirements
  • Follow up with clients and fellow team members regarding open projects and deadlines
  • Maintain their knowledge of US tax and payroll requirements and can evaluate all client records for accuracy

Annually

  • Coordinate with payroll team for 1099 and W2 reporting, including collecting W9s and receiving client authorization
  • Coordinate with tax team for business and personal tax filings, including collecting documents and assisting with closing entries
  • Monthly

  • Gather all client bank statements
  • Reconcile all client accounts
  • Send invoices for client accounts receivable services
  • Schedule bill payments for client accounts payable services. Ensure clients approve payments
  • Send monthly reports to clients
  • Send monthly Missing Information Requests (MIR) to clients
  • Follow all Quality Control (QC) procedures, including a monthly 1–2-hour QC call with account manager via Zoom
  • Attend monthly 2-hour team training sessions via Zoom at 9 AM – 11 AM CST
  • Bi-weekly

  • Pull timesheets and process payroll
  • Collect employee documents, receipts, etc. for reimbursement
  • Send payroll registers to clients for approval
  • Ensure payroll software accurately pays taxes and salaries. Schedule any additional cash transactions to retirement accounts, insurance premiums, and other employee benefits
  • Weekly / Daily

  • Answer all client and BKA team communications
  • Update project management software with progress reports
  • Enter client transactions via Keeper, a client management tool, and Quickbooks Online (QBO)
  • Attend weekly 30-min team huddle sessions on Tuesday mornings at 9 AM CST
  • As needed

  • Coordinate with tax specialist to set client salaries
  • Email clients updates and questions regarding their accounts
  • Collect contracts and documents regarding client new hires, accounts receivable, etc. Ensure client employees are set up correctly in payroll system.
  • Ensure client vendors and customers are set up correctly in QBO and payment systems
  • Onboard new payroll clients
  • Clean up client accounts as assigned
  • Other duties as assigned
  • Schedule : 11PM to 7AM Philippine Time

    Full-Time Team Member Bonus :

  • Paid Time Off (PTO) : All full-time team members receive 21 paid days off annually. These are accrued at a rate of 1.75 days per month and can be used for any reason – vacation, sick time, mental health time, holidays, etc. You must use PTO for all time off. After 3 years, PTO increases to 30 paid days off annually accrued at a rate of 2.5 days per month.
  • End of Year Bonus : Bookkeepers have the opportunity to qualify for an annual, end-of-year bonus based on overall company performance and profitability. (This is not a guarantee and is only given in years where the company did well so that everyone can benefit from the success of the company and our shared hard work towards a common goal.)
  • Additional Bonus after 90 Days :

  • Internet Allowance : You will be reimbursed up to P1500 a month to upgrade your internet connection to 50 MBPS. Upon approval, you may submit your bill for reimbursement every month.
  • Health Bonus : You will be reimbursed up to P5,000 for an individual plan, P3,500 to include a spouse and for each child dependent up to a max of 3 children (for a total max of P14,000). Upon approval, you may submit your bill for reimbursement every quarter.
  • In-Home Helper : Full-time team members will be reimbursed up to P10,000 a month for an in-home helper to assist with cooking, cleaning, and caring for children and other family members. Upon approval, you may submit your bill for reimbursement every month.
  • Additional Bonus after 1 Year :

  • 13th Month Pay : On the anniversary of your hire, bookkeepers receive an annual bonus equal to one month’s pay.
  • Ideal Profile

    Tech Requirements :

  • Computer - at least i5 or equivalent with 8gb RAM
  • Internet Speed - At least 50 MBPS Download speed
  • 5+ years of experience in finance, accounting, or relevant field
  • 3-5+ years of experience with US payroll laws and procedures
  • Quickbooks Online certified is a huge plus
  • Proficiency in Quickbooks Online, Excel, and Google Sheets
  • Speak fluent English
  • Excellent written communication skills
  • Responsive
  • High attention to detail
  • Enjoys problem solving
  • Keeps their promises and deadlines
  • Loyal and a team player
  • Self-sufficient and organized
  • Committed to doing the work as if it was their own client
  • What's on Offer?

  • Paid Time Off (PTO) :
  • End of Year Bonus :
  • Internet Allowance :
  • Health Bonus :
  • In-Home Helper :
  • 13th Month Pay :
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    Payroll Specialist • Philippines