[Hiring] Bookkeeper/Office Manager @PKF O'Connor Davies TalentConnect

Role Description

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 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.

Qualifications

• 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.

Requirements

• 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.
• 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.
• 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.

Benefits

• Competitive set of benefits, including remote work arrangements.

Company Description

This position is currently remote; the future base of operations may be moved to an office location in the New York area. 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.