Job Description

About Trajan Wealth

With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

We are seeking a detail-oriented and client-focused Bookkeeper / Payroll Specialist to support our growing CPA and tax practice. This role will be responsible for processing payroll, maintaining accurate financial records, assisting with month-end bookkeeping, and serving as a trusted resource for clients utilizing our accounting and payroll services.

Duties and responsibilities

Payroll Administration

• Process payroll for multiple business clients on various payroll schedules.
• Review and verify employee hours, wages, deductions, commissions, and bonuses.
• Ensure compliance with federal, state, and local payroll regulations.
• Prepare and file payroll-related reports and tax documents.
• Resolve payroll discrepancies and respond to payroll-related inquiries.
• Coordinate employee onboarding and payroll setup activities.
• Maintain payroll records and ensure confidentiality of sensitive employee data.

Bookkeeping & Accounting

• Manage day-to-day bookkeeping activities for assigned clients.
• Record and reconcile bank, credit card, and loan accounts.
• Maintain accurate general ledger entries and financial records.
• Prepare monthly financial statements and supporting schedules.
• Assist with month-end and year-end close processes.
• Review transactions for accuracy and proper coding.
• Support tax preparation activities by organizing financial records and documentation.

Client Service

• Serve as a primary point of contact for clients utilizing payroll and accounting services.
• Provide timely responses to client questions and requests.
• Educate clients on payroll processes, reporting, and best practices.
• Collaborate closely with CPAs, tax professionals, and advisors to support client needs.
• Identify opportunities to improve clients' accounting and payroll workflows.

Qualifications

Required

• 3+ years of bookkeeping and/or payroll experience.
• Strong understanding of payroll processing and payroll tax compliance.
• Experience managing books for multiple companies or clients.
• Proficiency with QuickBooks Online and Microsoft Office Suite.
• Strong knowledge of accounting principles and bank reconciliations.
• Excellent organizational skills and attention to detail.
• Exceptional communication and client service skills.
• Ability to prioritize multiple deadlines in a fast-paced environment.

Preferred

• Experience working in a CPA firm, public accounting environment, or outsourced accounting practice.
• Familiarity with payroll platforms such as Gusto, ADP, Paychex, or similar systems.
• Associate's or Bachelor's degree in Accounting, Finance, Business, or related field.
• QuickBooks Online ProAdvisor certification.
• Experience with sales tax filings and business compliance reporting.

Benefits

• $70,000 - $80,000 base salary.
• 401(k) with matching component
• United Healthcare PPO medical employee coverage paid by Company
• Delta Dental PPO, United Healthcare Vision, Short-Term Disability, Long-Term Disability, Life Insurance, and additional voluntary benefit options
• Generous holidays and PTO
• Opportunity to work alongside experienced tax and wealth management professionals

Come and join a team that is making a difference in their clients and employee's lives!