Capstone Accounting and Tax Finance/FinTech

Bookkeeping Specialist

Sandpoint, ID In person Full-time

About Us

We are a multifaceted CPA firm with 16 offices across the Pacific Northwest providing financial and tax planning to our business and personal clients by offering payroll, bookkeeping, auditing, and tax services. We have close relationships with financial advisors and family attorneys which enable us to provide a full array of services to our clients under one roof.

The Job

As a Bookkeeping Specialist, you will manage the day-to-day financial records for a diverse portfolio of business clients, helping ensure accuracy, compliance, and timely financial reporting. This role is ideal for a detail-oriented professional who enjoys working with multiple clients, building trusted relationships, and providing high-quality financial support that helps businesses thrive.

What do we need you to do?

Maintain accurate general ledger accounts for multiple clients

Record and categorize financial transactions in accounting software

Reconcile bank, credit card, and loan accounts

Process accounts payable and accounts receivable transactions

Prepare and post journal entries as needed

Assist with month-end and year-end closing procedures

Prepare financial statements and management reports

Review financial records for accuracy and resolve discrepancies

Maintain organized and audit-ready documentation

Communicate professionally with clients regarding bookkeeping matters

Collaborate with payroll and tax teams to ensure accurate financial reporting

Support special projects and additional accounting duties assigned

Qualifications for this position

  • Minimum 3 years experience in a similar role
  • A highly motivated and dedicated person
  • Proficiency in QuickBooks, Microsoft Office Suite
  • What's in it for you?
  • Internal growth opportunities
  • Competitive wages, paid time off, and paid holidays
  • Growing organization that is looking for people who want to do better for themselves, their teammates and their clients. If you love helping others be successful, this is the job for you.
  • Although we take our work very seriously, we don't take ourselves too seriously. This is more than just a place to get through the work day. We enjoy our work and our time together! Pay is determined based on experience and education.

Benefits

  • 401(k) match
  • 100% Company-Paid medical, dental, vision insurance
  • Flexible schedule

Health Savings Account

Flexible Spending Account

Paid time off

Job description provided by Capstone Accounting and Tax.
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