Bookkeeper Job Description Template

Bookkeeper Job Description

Intro Paragraph: The first two to three sentences should introduce the open role to prospective candidates, while highlighting the type of candidates you’d consider qualified. This helps applicants understand upfront what the position is about and who would make a good fit.

Use this example as a starting point:

At [company name], we’re seeking a skilled bookkeeper to join our team. In this role, you’ll manage essential financial duties, such as recording financial transactions, creating an internal coding system, and processing payroll. We’re looking for a team player who has a strong attention to detail and a commitment to supporting our mission. If you’re eager to contribute to our company’s success, we invite you to apply and become a valued member of our team.

About Our Workplace: In the next section of your bookkeeper job description, write what makes your company culture stand out. This is also a great place to share insights into your company values, especially if you’re looking to attract Gen Z and Millennial employees, who want to work for companies and teams that mirror their interests and beliefs.

Use this sample “about us” section to create your own:

At [company name], we are proud to foster an inclusive work environment where every employee is valued. Our staff is made up of creative and hardworking individuals who enjoy contributing to our cause as much as they do the personal and professional growth that comes with it. Join us, and be a part of a team that is creating lasting change in our industry.

Bookkeeper Job Responsibilities: After your “about us” section, list which responsibilities your bookkeeper will be required to complete. This will help candidates gauge their interest in your open position.

Use this list of general bookkeeping responsibilities to get started:

• Maintain financial transaction records by establishing accounts, posting transactions, and ensuring legal compliance.
• Develop a chart of accounts that defines bookkeeping policies and procedures.
• Maintain subsidiary accounts by verifying, allocating, and posting transactions.
• Prepare financial statements, such as ledgers, income statements, and balance sheets.
• Utilize the appropriate accounting software to manage and automate financial tasks when relevant.
• Assist with creating budgets, financial forecasts, and quarterly reports.
• Collect, analyze, and summarize data for tax forms according to local and federal mandates.
• Contribute to team effort by accomplishing related tasks as needed.

Work Hours and Benefits: Here is where you’ll want to include the work hours and benefits specific to your open position. Will candidates be working in-office Monday through Friday, from 9 a.m. to 5 p.m.? Do you offer flexible scheduling or require employees to work additional hours during tax season?

Also include benefits that can set your firm apart, such as paid vacation time, conference sponsorships, or childcare reimbursements. As you prepare your bookkeeper job description, salary range transparency is also an important consideration since many states require you to list it. Adding compensation numbers can build trust with potential candidates and ensure those who apply are within your budget.

Bookkeeper Qualifications and Skills: List which qualifications your team will be looking for in an ideal candidate. Use these examples to get started:

• Knowledge of and ability to learn essential accounting software.
• Familiarity with spreadsheets, formulas, and data analysis tools.
• A general understanding of the main accounting principles, such as accruals and revenue.
• Strong attention to detail and level of accuracy.
• Effective verbal and written communication skills.
• Capable of spotting and resolving discrepancies.
• Knowledge of relevant tax requirements and how to prepare basic tax documentation.

Education and Requirements:

• Bachelor’s degree in accounting, finance, or related field
• CPA is a plus
• Previous bookkeeping experience preferred

Call to Action: Now that prospective bookkeepers are familiar with your company and the job requirements, you need a call to action so they know exactly how to apply. A well-crafted call to action turns interested job seekers into actual applicants, so let them know how to “submit an application” or “learn more.”