Job Description

Company Overview :

We are a growing professional services firm built on talent, discipline, and commitment. We provide identity and access management solutions across various industries. Our collaborative work environment empowers every team member while addressing our clients' challenges.

Job Description :

We are seeking a Bookkeeper & Operations Administrator to support our growing business. This role supports our executive team. The role requires organization, proactivity, discretion, confidentiality, and exceptional communication skills. The ideal candidate possesses administrative, operations, and finance skills. 

Responsibilities :

Finance & Compliance

• Utilize advanced spreadsheet skills to manage and analyze operational and financial data.
• Perform QuickBooks Online bookkeeping tasks proficiently.
• Reconcile bank statements, manage monthly payroll, and administer 401(k) plans.
• Assist in calculating and processing R&D tax credits.
• Maintain awareness of local, state, and federal tax regulations, and coordinate with the tax accountant on tax return preparation.

Operations Management

• Format, draft, proofread, and edit letters, emails, memos, reports, and other correspondence to client-ready standards.
• Maintain filing systems and manage contracts, licenses, and key operational documents.
• Participate in contract reviews, ensuring compliance and facilitating amendments as needed.
• Assist with benefits management, recruitment, onboarding, and employee relations.
• Oversee daily office operations, supplies, vendors, and facilities management.

Administrative Support

• Demonstrate a solid commitment to company values and confidentiality.
• Handle confidential information with discretion and professionalism.
• Represent the firm professionally when interacting with internal and external contacts.
• Exhibit a high level of attention to detail in all tasks.

HR & Benefits Administration

• Assist in evaluating, selecting, and managing employee benefit programs, including health, dental, vision, disability, and life insurance plans.
• Serve as the primary liaison with insurance brokers and benefit providers.
• Coordinate annual open enrollment, including plan communication, employee education, and enrollment processing.
• Administer ongoing benefits changes (new hires, terminations, qualifying life events).
• Maintain compliance with applicable benefits regulations (e.g., ACA, COBRA, ERISA).
• Track and manage benefits-related data, invoices, and reconciliations.

Qualifications :

• 5+ years of experience as an Administrator or similar role
• Exceptional organizational and time-management skills; highly organized and detail-oriented
• Excellent interpersonal, written, and verbal communication skills
• Willingness to ask questions, seek guidance, and collaborate to ensure accuracy and completeness in all tasks
• Proficiency with QuickBooks Online, MS Office Suite (Word, PowerPoint, Excel), Google Workspace (Docs, Sheets, Slides), ClickUp, OpenAir, Ramp
• Experience in bookkeeping, financial reporting, and tax-related matters
• Familiarity with HR practices and employment laws
• Ability to work independently and as part of a team

Why Join Us?

• Competitive salary ($72k-$84k based on skill and experience) plus benefits
• Opportunities for professional development and career advancement
• A supportive and dynamic work environment
• The chance to make a significant impact in a growing firm

Application Process :

Interested candidates should submit a resume detailing their qualifications and relevant experience for the role. Applications will be reviewed on a rolling basis until the position is filled.

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