Bookkeeper/Office Manager

My client, an independent investigations, business intelligence, and risk management firm located in Westchester County, NY is seeking a highly organized, tech-savvy, and discreet Bookkeeper/Office Manager to help support our financial and operational infrastructure as we scale.
This is an exciting opportunity for someone who thrives in a fast-paced, professional environment and enjoys taking ownership of systems, processes, and outcomes.
THE POSITION:
The Bookkeeper/Office Manager will be responsible for managing day-to-day financial operations using QuickBooks Online, ensuring accurate client billing via Clio, and supporting the firm’s operational needs — from new employee onboarding to scheduling project assignments. This role is integral to keeping our team running smoothly and supporting a high-performance culture.

Bookkeeping & Financial Operations:
▪ Maintain accurate financial records in QuickBooks Online
▪ Manage accounts payable and receivable, reconcile accounts, and track expenses
▪ Prepare financial reports and assist with budgeting and forecasting
▪ Generate and manage client invoices using Clio billing software
▪ Prepare and handle Sales Tax filings
▪ Process bi-weekly payroll through ADP Run, ensuring accuracy and compliance with all state and federal requirements
▪ Coordinate with accountants for tax filings and financial compliance
Office Management & Administrative Support:
▪ Oversee administrative operations and ensure effective internal processes
▪ Maintain state licensing compliance/renewals
▪ Scheduling of investigative/security assignments and team availability
▪ Insurance policy reviews, applications, and audits

▪ Maintain and improve office systems, tools, and documentation
▪ Coordinate equipment, software access, and other resources for team members
▪ Provide support to the staff as needed pertaining to any administrative, facilities or technology-related issues; serve as first point of contact for IT-related needs for the NY office staff.
HR & Onboarding:
▪ Lead new employee onboarding, including new hire paperwork and orientation, systems access, IT/equipment and software setup, and team integration, and other ad hoc requests as needed.
▪ Maintain personnel records and support internal HR communications
▪ Assist with maintaining a positive and collaborative remote or hybrid work culture
Qualifications:
You must have:
▪ Associate or bachelor’s degree.
▪ 5+ years of bookkeeping and office management experience, preferably working in a small to medium size business; experience in a law firm or professional services firm preferred
▪ Advanced proficiency with QuickBooks Online
▪ Experience using Clio or similar professional billing software (legal or consulting with hourly billing/time tracking context preferred)
▪ Strong organizational skills, attention to detail, and discretion with sensitive information
▪ Comfortable with scheduling and managing workflows for a distributed team
▪ Proactive, resourceful, and solutions-oriented mindset
▪ Excellent organization and time management skills.
▪ Strong verbal and written communication skills.
▪ Strong work ethic with a can-do attitude.
▪ Ability to prioritize tasks and manage multiple projects simultaneously.
▪ Self-starter mentality; proactive mindset.
* Fluency in another language in addition to English is desired but not required.

The compensation for this position ranges from $80,000.00 - $100,000.00. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills and certifications.

To all staffing agencies: PKF O’Connor Davies TalentConnect (“PKFOD TalentConnect”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD TalentConnect recruiters, partners and/or employees at any of our locations regarding this position. Please be reminded, PKFOD TalentConnect is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD TalentConnect.

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