Assistant Bookkeeper Job Description Template

This template outlines the responsibilities and requirements of an assistant bookkeeper position. The assistant bookkeeper will be responsible for assisting the head bookkeeper with recording financial transactions, maintaining accurate records, and managing accounts payable and accounts receivable. The ideal candidate should have a good understanding of bookkeeping principles and practices, excellent organizational skills, and attention to detail.

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Job Overview

The Assistant Bookkeeper is responsible for assisting the Head Bookkeeper in maintaining accurate financial records, processing payroll, and preparing financial reports. They also support the Head Bookkeeper in reconciling accounts, tracking expenses, and managing invoices.

Key Responsibilities

  • Assist the Head Bookkeeper in maintaining accurate financial records
  • Process payroll and ensure compliance with local and federal laws
  • Prepare financial reports, such as income statements and balance sheets
  • Reconcile accounts and track expenses
  • Manage invoices and ensure timely payment to vendors
  • Assist in budget preparation and analysis
  • Communicate with clients and vendors regarding financial matters


  • Associate's or Bachelor's degree in Accounting or Finance
  • Strong mathematical and analytical skills
  • Proficiency in Microsoft Excel and accounting software
  • Excellent verbal and written communication skills
  • Attention to detail and accuracy
  • Ability to prioritize tasks and manage time efficiently
  • Experience in bookkeeping or accounting is preferred


As a business owner or manager, hiring an assistant bookkeeper can help alleviate the workload from your team, allowing them to focus on more important tasks. However, finding the right person for the job can be challenging, especially if you aren't sure how to create a compelling job posting that attracts the right candidates. In this article, we'll provide you with some tips on how to create an assistant bookkeeper job posting that stands out.

Job Title and Summary

Start by creating an attention-grabbing job title that accurately describes the position. For example, "Assistant Bookkeeper – Join Our Growing Team!" or "Assistant Bookkeeper Wanted for Leading Company." Next, provide a concise summary that highlights the most important responsibilities and qualifications for the position. You can use bullet points or a short paragraph, but keep it brief and to the point.

Job Responsibilities

Outline the primary responsibilities of the job in a clear and organized manner. Use bullet points or numbered lists to make it easier for candidates to read and understand. Some typical responsibilities of an assistant bookkeeper may include:

  • Assisting with accounts payable and receivable tasks.
  • Reconciling bank statements and credit card transactions.
  • Preparing financial reports and documents.
  • Managing payroll and employee benefits.
  • Assisting with month-end and year-end close processes.
  • Qualifications and Skills

    List the required qualifications and skills for the position. This will help ensure that you attract candidates who are qualified for the job. Some typical qualifications and skills for an assistant bookkeeper may include:

  • High school diploma or equivalent.
  • Experience with accounting software, such as QuickBooks.
  • Knowledge of basic accounting principles and practices.
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal abilities.
  • Company Description and Culture

    Provide a brief description of your company and its culture. This can help candidates get a sense of what it might be like to work for your organization. Include information about your company's mission, values, and any benefits or perks that come with the job, such as flexible scheduling, remote work options, or health insurance.


    By following these tips, you'll be able to create an effective assistant bookkeeper job posting that attracts the right candidates for the job. Remember to keep the posting clear, concise, and organized, and to highlight the key responsibilities, qualifications, and benefits of the position. Good luck!

    What qualifications should I look for in an Assistant Bookkeeper?

    When creating an Assistant Bookkeeper job posting, it is crucial to highlight the qualifications required for the position. Some of the qualifications to consider may include:

    • Associate’s or Bachelor’s degree in Accounting, Finance, or a related field
    • Experience in bookkeeping, accounting, or a similar role
    • Knowledge of accounting software such as QuickBooks or Xero
    • Excellent math skills and attention to detail
    • Ability to multitask and prioritize work effectively
    • Strong communication skills and the ability to work well in a team

    What are the main responsibilities of an Assistant Bookkeeper?

    Assistant Bookkeepers are responsible for various tasks related to financial record-keeping. Some of the main responsibilities may include:

    • Recording financial transactions
    • Preparing bank deposits and reconciling bank statements
    • Generating financial reports, such as balance sheets and income statements
    • Assisting with budget preparation and monitoring expenses
    • Updating financial records and ensuring accuracy
    • Communicating with clients or vendors regarding financial matters

    What are some good interview questions to ask Assistant Bookkeeper candidates?

    During the interview process, it is important to ask questions that will help you determine if the candidate is the right fit for the job. Below are some examples of good interview questions to ask Assistant Bookkeeper candidates:

    • What experience do you have in bookkeeping or accounting?
    • What accounting software are you proficient in?
    • How do you prioritize your work when you have competing deadlines?
    • Can you walk me through your process for reconciling bank statements?
    • What strategies do you use to ensure the accuracy of financial records?
    • How would you handle a situation where a vendor or client was late on a payment?

    What salary range should I offer for an Assistant Bookkeeper?

    The salary range for an Assistant Bookkeeper can vary based on factors such as location, experience, and qualifications. The average salary for an Assistant Bookkeeper in the United States is around $40,000 per year. However, depending on the factors mentioned above, the salary range could be anywhere from $30,000 to $50,000 per year. It is important to research salaries in your area and consult with HR professionals to determine a competitive salary for the role.

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