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About the Role

This role is integral to keeping our team running smoothly and supporting a high-performance culture. The Bookkeeper/Office Manager will manage day-to-day financial operations, ensure accurate client billing, and support the firm’s operational needs, from onboarding to scheduling.

Responsibilities

• 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
• Coordinate with accountants for tax filings and financial compliance
• 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 staff regarding administrative, facilities, or technology issues; serve as first point of contact for IT needs
• Lead new employee onboarding, including paperwork, orientation, systems access, IT/equipment setup, and team integration
• Maintain personnel records and support internal HR communications
• Assist with maintaining a positive and collaborative remote or hybrid work culture

Requirements

• 5+ years of bookkeeping and office management experience
• Experience working in a small to medium size business preferred
• Experience in a law firm or professional services firm 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

Skills

• QuickBooks Online
• Clio or similar professional billing software
• ADP Run
• Microsoft Office Suite

Location

• Westchester County, NY
• Remote

Work Type

• Remote
• Hybrid

Experience Level

• 5+ years

Education Level

• Associate or bachelor’s degree

Salary/Compensations

• $80,000.00 - $100,000.00

Benefits

• Remote work arrangements

About the Company

• Independent investigations, business intelligence, and risk management firm located in Westchester County, NY.