Sample Job Description for a Bookkeeper

Hiring a bookkeeper can feel daunting to a new or small business that has little-to-no experience in recruitment.

We thought it would be helpful to provide a sample job specification (commonly referred to as a job spec or job description) for a vacancy in bookkeeping.

The below draft is intended as a starting point, you’ll likely need to edit it for your needs, but will hopefully give you a solid place to begin from to attract applications from solid candidates.

Job Title: Bookkeeper

Location: [Specify Location e.g. Town/city]

Job Type: [e.g. Full-Time/Part-Time; Temporary/Permanent]

Introduction: We are seeking a diligent and detail-oriented Bookkeeper to join our finance team. The successful candidate will play a crucial role in managing our day-to-day accounting requirements, ensuring accuracy in financial reporting, and supporting the financial health of our organisation.

Responsibilities:

  • Maintain financial records by recording all transactions accurately.
  • Prepare financial statements, including monthly and annual accounts.
  • Ensure timely payment of invoices and maintain a system for managing accounts payable and receivable.
  • Reconcile bank statements and resolve discrepancies.
  • Assist with budget preparation and budget reports.
  • Manage payroll functions to ensure that employees are paid in a timely and accurate manner.
  • Maintain an organised and streamlined accounting system.
  • Handle monthly, quarterly, and annual closings.
  • Prepare tax returns and ensure that taxes are paid properly and on time.
  • Report any irregularities in data to management.

Requirements:

  • Proven experience as a bookkeeper or in a similar role.
  • Familiarity with finance regulations and accounting principles.
  • Excellent knowledge of MS Office and familiarity with relevant computer software (e.g. QuickBooks).
  • Qualifications (ACA, ACCA or CIMA) are a plus but not necessary.
  • Excellent organising abilities.
  • Great attention to detail.
  • Good with numbers and figures.
  • Excellent communication skills, both verbal and written.

Skills:

  • High level of accuracy and efficiency.
  • Exceptional attention to detail with the ability to spot numerical errors.
  • Ability to handle multiple tasks simultaneously in a deadline-driven environment.
  • Strong ethics, with an ability to manage confidential data.

Benefits:

  • Competitive salary package.
  • Opportunities for professional development.
  • Pension scheme.
  • Friendly and inclusive work environment.

How to Apply: Interested candidates should submit a CV and cover letter through our website or to the provided email address. Please ensure that your application highlights your experience relevant to the skills and requirements listed in this job description.

About the Company: [Include a brief description of the company, including its values, mission, and the type of work environment it offers. This will help candidates determine if they are a good fit for your organisation.]

This job description provides a clear guide for potential candidates, ensuring only those with suitable skills and experience are likely to apply, which enhances the efficiency of the recruitment process. By carefully outlining both responsibilities and expectations, organisations can streamline their search and focus on candidates who are most likely to succeed in the role.