Bookkeeper

About Duncan Financial Group

Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.

Bookkeeper

Position Summary:

The primary function of the Bookkeeper role is for managing the day-to-day financial operations of multiple clients and entities, ensuring accurate and timely recording of financial transactions, payroll processing, tax filings, and financial reporting. This role serves as a trusted resource for maintaining financial integrity, supporting business decision-making through accurate reporting, and ensuring compliance with federal, state, and local regulatory requirements. The ideal candidate is highly organized, detail-oriented, and experienced in QuickBooks Online and QuickBooks Desktop environments.

Key Responsibilities:

• Maintain and manage financial records using QuickBooks Online (QBO) and QuickBooks Desktop (QBD)
• Process daily accounting transactions and maintain general ledger accuracy
• Prepare and post journal entries
• Perform monthly bank account and credit card reconciliations
• Process payroll accurately and timely, ensuring compliance with applicable regulations
• Prepare and file quarterly payroll tax returns, including IRS Form 941 filings
• Prepare annual W-2 and 1099 reporting as required
• Prepare and file local mercantile/business privilege tax filings
• Process accounts payable and accounts receivable transactions
• Monitor cash balances and assist with cash management activities
• Assist with month-end and year-end closing processes
• Prepare internal financial statements and management reports for business owners and leadership teams
• Analyze financial records to identify discrepancies and recommend corrective actions
• Support CPA firms and management with tax preparation, audits, and financial reviews
• Maintain organized accounting records and supporting documentation in accordance with company standards
• Assist with compliance-related reporting requirements and regulatory filings
• Provide support for bookkeeping cleanup and catch-up projects as needed
• Communicate professionally with clients, vendors, and internal stakeholders regarding financial matters
• Stay current on accounting best practices, payroll regulations, and tax filing requirements
• Maintain confidentiality of sensitive financial and payroll information
• Perform other duties as assigned

Qualifications:

• Associate degree in Accounting, Finance, Business Administration, or related field preferred; equivalent combination of education and experience may be considered
• Minimum of 3 years of bookkeeping or accounting experience required
• Experience supporting multiple business entities or small business clients preferred
• QuickBooks Online ProAdvisor (QBO Certified) designation preferred
• Strong proficiency with QuickBooks Online (QBO) and QuickBooks Desktop (QBD)
• Proficient in Microsoft Office Suite, with advanced working knowledge of Excel
• Experience processing payroll and payroll tax filings required
• Experience preparing and filing IRS Form 941 and other quarterly payroll tax returns required
• Experience preparing and filing local mercantile and business tax returns preferred
• Experience with accounts payable, accounts receivable, and bank reconciliations
• Strong analytical, organizational, and problem-solving skills with exceptional attention to detail and accuracy
• Excellent written and verbal communication skills with the ability to build effective working relationships with clients and internal teams
• Ability to manage multiple priorities, work independently with minimal supervision, and consistently meet deadlines in a fast-paced environment
• High level of professionalism, integrity, and commitment to maintaining confidentiality of financial information
• Employment is contingent upon the successful completion of all pre-employment requirements, which may include a criminal background check and credit history review, as permitted by law

Remote Work Environment: Preference given to candidates in Eastern or Central U.S. time zones

Benefits:

• Competitive Compensation
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.