Payroll Specialist

• 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

• 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

• 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

• 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

• 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

• 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

• 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.)

• 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.

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

• 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

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

Marketect