Bookkeeper Job at J. Katz & Partners, Inc, Mineola, NY

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  • J. Katz & Partners, Inc
  • Mineola, NY

Job Description

Position Summary

The Bookkeeper is responsible for managing the day-to-day financial transactions of the organization. This includes recording financial data, processing accounts payable and receivable, managing payroll, and maintaining accurate financial records to support sound decision-making and ensure regulatory compliance.

Key Responsibilities

  • Maintain and update the general ledger and chart of accounts
  • Record day-to-day financial transactions (sales, receipts, purchases, etc.)
  • Manage accounts payable and receivable
  • Reconcile bank and credit card statements
  • Process payroll and ensure proper tax withholdings and reporting
  • Maintain organized records and financial documents
  • Support tax filing processes
  • Monitor financial transactions for accuracy and compliance
  • Assist with implementing and maintaining internal financial controls

Qualifications & Requirements

  • Proven experience as a bookkeeper or in a similar role, preferably ot of a law firm or legal department.
  • Proficiency in legal accounting software, i.e. ProLaw and Clio
  • Proficiency in QuickBooks Enterprise
  • Knowledge of Paychex for payroll processing
  • Strong understanding of bookkeeping and accounting principles
  • High attention to detail and organizational skills
  • Ability to work independently and manage multiple priorities
  • Proficient in Microsoft Excel and other office applications
  • Associate’s degree in Accounting or Finance (Bachelor’s preferred)
  • Certification (e.g., CPB or QB ProAdvisor) a plus

Preferred Attributes

  • Trustworthy, dependable, and discreet with confidential information
  • Strong communication and interpersonal skills
  • An analytical mindset and problem-solving skills
  • Comfortable in a fast-paced and evolving environment

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