Bookeeper - Business Management

Salary :

$26.45 - 28.85 hourly

Company : Gettleson Witzer & O'connor

Job Type : Full Time

Encino, Ca

Job Description - Bookeeper - Business Management

Why Work at GWO?
At Gettleson, Witzer & O’Connor, we combine the best of both worlds—traditional values and cutting-edge innovation. Our team is dedicated to delivering high-quality, personalized business management services to a diverse and prestigious client base. We prioritize the financial well-being of our clients while leveraging the latest technology in a secure, modern environment. If you're looking to join a firm that values excellence, collaboration, and forward-thinking solutions, GWO is the place to grow your career.

Client Accountant
The Client Accountant supports clients and their representatives with personal and business financial matters, including full-charge bookkeeping, payroll, accounts payable/receivable, and fund transfers for individuals and corporations. This role works closely with Account Managers and involves direct client interaction.

Essential Duties
Cash Management

Prepare and record daily check and electronic deposits
Reconcile daily cash balances and resolve discrepancies

Accounts Payable

Assembling backup documentation
Upload and code invoices in AgilLink
Print and mail approved payments

Reporting & Reconciliation

Maintain repetitive reports and client files
Assist with bank transactions including wires and transfers

Payroll & Contributions

Prepare routine payrolls
Track charitable contribution letters
Assist with 1099 data compilation

Administrative Support

Coordinate courier services
Communicating with vendors and internal teams
Support Account Managers with ad hoc tasks

Qualifications

AgilLink experience preferred
Strong oral and written communication skills
Excellent interpersonal skills
Ability to multitask and thrive in a fast-paced environment

Total Rewards & Benefits

Competitive Hourly Rate ($26.45-$28.85)
Medical, dental, and vision insurance (100% Employer Paid on Base Plans)
Life, STD, LTD and AD&D (Employer Sponsored)
401(k)
Paid vacation, holidays, and sick leave
Professional development opportunities
Possible hybrid work schedule (as a perk and based on role and performance)
Supportive, team-oriented culture

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Bookeeper - Business Management

Job Description - Bookeeper - Business Management

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