Sr. BookKeeper

Carroll Steele Insurance Agency is seeking a motivated, experienced Senior Bookkeeper to join our team. Needed 30 hours per week, with potential to go full time. Manage all reporting, transactions and reconciliation of company financial matters. The role would be hands on with the daily general ledger maintenance and month end closing. QuickBooks Experience required and background in the insurance industry a plus.

Responsibilities (but not limited to):
Taxes & Payroll

• Prepare & Issue W-2's and 1099's and other tax forms
• Weekly Payroll and Pay Payroll Taxes
• File Quarterly Payroll Forms and Tax Payments

Day To Day

• Pay Insured's Premiums
• Pay Carrier and Vendor invoices
• Enter Deposits into AMS (CMS System)
• Prepare Deposit Slips
• Scan all Documents into Management System with Activities
• Work with Account Managers on managing incoming payments / invoices
• Process and send in-house invoicing when needed
• Assist with HR requirements and onboarding, including employee benefits
• Order office supplies when needed and manage

Monthly & Quarterly

• Monthly Reporting
• Reconcile Bank Accounts
• Prepare Financial Statements
• Reconcile Commission Accounts

Annually

• Prepare Year End paperwork to CPA for Tax Filing
• Pay City Tax and File Reporting Documents
• Prepare Workers Comp Annual Audit
• Assist with annual Bonuses and payroll changes