Utah bookkeeper employment contract template

Utah Bookkeeper Employment Agreement

This Utah Bookkeeper Employment Agreement (the "Agreement") is made and entered into as of [Date], by and between [Employer Name], a [State] [Business Type] with its principal place of business at [Employer Address] (the "Employer"), and [Employee Name], residing at [Employee Address] (the "Employee").

Position and Responsibilities

• The Employer hereby employs the Employee as a Bookkeeper.
• The Employee's responsibilities include, but are not limited to:
  • Daily recording of financial transactions.
  • Bank and account reconciliation.
  • Payroll processing and compliance.
  • Preparation of financial statements.
  • Management of accounts payable and receivable.
  • Coordination with external accountants and auditors.
  • Support for tax filing in line with Utah tax law.
  • Maintenance of accurate and secure business records.
  • Technology system usage (e.g., QuickBooks, Sage, or other).
  • Adherence to Generally Accepted Accounting Principles (GAAP) and any Utah-specific bookkeeping requirements.
  • Other duties as assigned by the Employer.

Work Location

• Option A: The Employee's primary work location will be at the Employer's office located at [Employer Address] in Utah.
• Option B: The Employee will work remotely, subject to the Employer's remote work policy and the Employee's obligations to securely handle digital/physical financial data, use employer-approved hardware/software, and comply with Utah data breach notification laws.
• Option C: A hybrid work arrangement will be in place, with the Employee working [Number] days per week at the Employer's office located at [Employer Address] in Utah, and the remaining days remotely.

Employment Status and Hours

• The Employee's employment status is full-time.
• Option A: The Employee's work schedule will be Monday through Friday, from [Start Time] to [End Time], for a total of [Number] hours per week.
• Option B: The Employee will work a minimum of [Number] hours per week, and a maximum of [Number] hours per week, as needed to fulfill the responsibilities of the position.
• The Employee is entitled to a [Number]-minute lunch break and [Number]-minute rest breaks as per Utah labor law.
• Overtime will be compensated at a rate of one and one-half (1.5) times the Employee's regular hourly rate for all hours worked over forty (40) in a workweek, in compliance with Utah regulations.
• The Employee is classified as [Exempt/Non-Exempt].

Compensation

• Option A: The Employee's annual salary will be [Dollar Amount], payable [Frequency of Payment, e.g., bi-weekly, monthly].
• Option B: The Employee's hourly rate will be [Dollar Amount], payable [Frequency of Payment, e.g., bi-weekly, monthly].
• The Employee will receive wage statements with each payment.
• Overtime pay will be calculated based on Utah and federal minimum wage rules.
• Eligibility for periodic merit increases, spot bonuses, or annual reviews will be determined at the Employer's discretion.

Benefits

• The Employee will be eligible for the following benefits:
  • Utah-required sick leave/personal time off.
  • Paid vacation accrual method and caps: [Details of vacation accrual].
  • Utah-state/federal holiday observance: [List of observed holidays].
  • Option A: Group health and dental insurance (including Open Enrollment specifics for Utah).
  • Option B: Retirement or 401(k) plans: [Details of retirement plan].
  • Voluntary deductions: [Details of available deductions].
  • Education assistance or CPA preparation support: [Details of educational assistance].
  • Industry-standard bookkeeping membership dues: [Details of covered memberships].

Professional Conduct and Confidentiality

• The Employee agrees to handle all company and third-party financial information with the utmost confidentiality.
• The Employee will comply with all internal controls, prohibitions against unauthorized transfers, and safeguard sensitive client/vendor data under Utah privacy statutes (including the Utah Consumer Privacy Act if applicable).
• The Employee must not disclose banking access credentials to unauthorized individuals.
• The Employee must adhere to high ethical benchmarks as required for financial staff in Utah.

Intellectual Property

• All financial reports, ledgers, working papers, and digital files or databases prepared during the course of employment are the property of the Employer and must be returned upon termination of employment.

Confidentiality

• The Employee agrees to hold confidential all employer and client financial information, payroll, tax details, trade secrets, and banking data.
• The Employee shall not engage in any outside economic activity that could result in a conflict of interest.
• The confidentiality obligations in this section will continue [Number] years post-employment, in adherence with Utah law.

Outside Work

• The Employee shall not engage in outside work, including moonlighting, especially in the finance/bookkeeping/CPA sector, without the Employer's prior written consent.

Non-Compete

• Option A: A non-compete agreement [Is/Is Not] included as part of this Agreement. If included, it complies strictly with Utah’s Post-Employment Restrictions Act. The duration is [Number, not exceeding 1 year] months and applies to the [Bookkeeping/Finance] sector. Consideration provided: [Details of Consideration].
• Option B: No non-compete agreement is included as part of this Agreement.

Non-Solicitation and Non-Disclosure

• The Employee shall not solicit the Employer's clients, employees, vendors, or referral network for a period of [Number] months following termination of employment.
• The Employee shall not disclose the Employer's confidential information to any third party.

Reporting and Training

• The Employee will report to [Supervisor Name and Title].
• The Employee will escalate any suspected fraud to [Designated Person or Department] in accordance with the Utah Whistleblower Act.
• The Employee will participate in annual training requirements in financial compliance and data security.

Termination

• The Employee's employment is "at-will," meaning that either the Employer or the Employee may terminate the employment relationship at any time, with or without cause, subject to the following:
• Resignation: The Employee must provide [Number] weeks' written notice of resignation.
• Termination: The Employer may terminate the Employee's employment with or without cause.
• Final Wages: Upon termination, the Employer will pay the Employee all final wages within 24 hours of discharge, as required by Utah rules.
• Return of Property: The Employee must return all Employer property upon termination.
• Data Handover: The Employee will cooperate with the Employer to ensure a secure data handover.
• Grounds for Immediate Termination: Falsification of records, theft, or unprofessional conduct affecting financial trust are grounds for immediate termination.

Compliance with Laws

• The Employer and Employee shall comply with all federal and Utah-specific anti-discrimination, EEO, and anti-harassment statutes.
• The Employer will provide workplace accommodations as required by law.
• The Employer maintains workers’ compensation coverage as required by Utah law.

Dispute Resolution

• Any disputes arising out of or relating to this Agreement shall be resolved through negotiation, followed by Utah-based mediation or arbitration before court proceedings.
• This Agreement shall be governed by and construed in accordance with the laws of the State of Utah.
• The venue for any legal disputes shall be in [County Name] County, Utah.
• For disputes related to unpaid wages, the employee may contact the Utah Wage Claim Unit.

Unemployment Insurance and COBRA

• The Employee may be eligible for Utah unemployment insurance benefits upon termination of employment.
• The Employee may be eligible for COBRA or Utah’s continuation coverage for health insurance.
• The Employer will comply with new hire reporting requirements to the Utah Department of Workforce Services.

Electronic Signatures

• This Agreement may be executed in counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument. Signatures delivered electronically shall be valid under Utah’s Uniform Electronic Transactions Act.

IN WITNESS WHEREOF, the parties have executed this Agreement as of the date first written above.

____________________________
[Employer Name]

By: ____________________________
[Employer Representative Name]
[Employer Representative Title]

____________________________
[Employee Name]