Bookkeeper – Coral Springs, FL




Bookkeeper – boutique CPA firm

Are you looking for a wonderful opportunity to use the breadth of your bookkeeping skills with a solid, stable and growing local firm?  If you answered yes, we want to hear from you!  Forrest Robinson, PLLC, an established CPA firm based in Coral Springs, is seeking a Bookkeeper to join our professional team, someone who truly wants a long term career opportunity with a respected firm devoted to providing you with the professional development necessary to help guide your success.  But wait, there’s more….!

Why Forrest Robinson?

We help our clients plan, save and invest.  We began by offering tax preparation and tax planning services and then added services from investment and insurance to comprehensive wealth planning all under one roof.  For more than a decade, we have been intentional about creating long-term relationships with our clients and their families. We want to be our clients’ first call for everything, whether it is developing a tax strategy or helping them with a personal issue beyond the scope of wealth management. This approach provides our clients with a unique experience where they receive advice from us that incorporates every aspect of their lives so they can remain focused on what matters most.

Our culture:

We offer a warm family atmosphere.  As a small, family operated firm, we truly understand there is life outside of work.  If you need to take care of a family matter, no problem – we trust you to get your work done.  While this position is not remote, we are flexible with some hybrid work.  Our team of 10 is small, but mighty.  Everyone is part of the team and we are excited to hear fresh perspectives and new ideas.

We are looking for people who want to find a home and make their career with Forrest Robinson.   There are no politics and no glass ceiling here.  We offer opportunities for you to learn about our other services.  It is up to you to determine the type of growth you want!

We are very interactive with our clients – and you will have ongoing client interaction unlike other firms.  We provide superior client service through our collaborative and personalized approach and pride ourselves on the quality of our client relationships that goes beyond tax season.

Snapshot of key accountabilities:

  • Maintain financial records by preparing, collecting and posting monthly journal entries for clients
  • Maintain accurate and up to date General Ledger
  • Reconcile bank and credit card statements
  • Prepare various financial analyses for management
  • Monitor, track and rectify discrepancies; assemble all financial information and verify its accuracy
  • Prepare financial statements (income statement and balance sheet)
  • Responsible for closing procedures through preparation and validation of financial statements
  • Payroll processing and payroll tax returns
  • Monthly filing of sales and use tax returns

Skills and experience required:

  • At least 5 years bookkeeping experience, preferably for multiple clients or diverse industries
  • Experience working for a CPA firm preferred
  • Experience with preparation of income statements and balance sheets as well as financial analysis
  • Experience preparing payroll tax returns, sales and use tax returns
  • Bachelors degree in Accounting preferred
  • Tech savvy and well versed in Quickbooks (desktop and online)
  • Exemplary work ethic and client service skills

Forrest Robinson is an Equal Opportunity Employer