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Company: CDH CPA, PLLC

Job Function

The Bookkeeping Assistant is responsible for the day-to day bookkeeping administrative activities involved with onsite client engagements. This person should be task driven and be willing and able to handle multiple projects at once. The ideal candidate enjoys working on a variety of projects when needed.

Professional Responsibilities

  • Liaison between clients and CDH employees
  • Work with internal software providing maintenance, setup and training
  • Assist with binder finalization, estimated tax payments, and annual report filing
  • Communicate Fixed Price Agreements (FPA), Project Orders (PO) and Change Orders (CO) with CDH clients
  • Maintains digital files and other records
  • Ability to travel to client locations and do check-runs as needed
  • Direct emails to appropriate employees within the department
  • Provide task follow up
  • Willingness to have a basic understanding of our Tax and Assurance procedures
  • Performs other duties as may be assigned

Personal Responsibilities

  • Develop excellent oral and written communication skills, while also creating specific goals and plans to prioritize, organize, and accomplish work
  • Develop constructive and cooperative working relationships and maintain them over time
  • Maintain and expand knowledge base in area of expertise
  • Take proactive career steps through mentoring program
  • Participate in recruiting efforts as needed
  • Represent the Firm in a manner consistent with our values and Five Star philosophy


  • Experience with Banking transactions and accounting software a plus
  • Attention to detail
  • Japanese bilingual skills (oral/written) required
  • Computer skills with knowledge of Microsoft Office (Word, Excel & PowerPoint)
  • Experience with XCM, Suralink, QuickBooks and a plus

We are an equal opportunity employer. EEO/AA/D/V/F

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