Job Summary:
We are a boutique Tax & Wealth Services Firm seeking a skilled Bookkeeper to join our team in a Client-Facing role. You will be responsible for managing client relationships, entering and categorizing transactions, reconciling bank and credit card accounts, and assisting with financial reporting. The ideal candidate will have a strong background in accounting principles and practices, as well as proficiency in accounting software such as QuickBooks.
Responsibilities:
- Manage Client Relationships
- Enter and categorize debit and credit transactions
- Process accounts payable and accounts receivable transactions
- Reconcile bank and credit card statements and other financial documents
- Prepare, analyze, and present financial reports
- Assist with budgeting and forecasting activities
- Prepare and process payroll as well as sales and use tax returns
Skills:
To excel in this role, you should possess the following skills:
- Strong knowledge of debits and credits
- Proficiency in accounts payable and accounts receivable processes
- Experience using accounting software such as QuickBooks
- Ability to perform account analysis and reconciliation
- Familiarity with financial report writing
- Ability to present complex topics in an accessible and easily-understood manner
- Personable and professional demeanor
This position offers competitive pay based on experience.
Job Type: Full-time
Pay: $20.00 - $30.00 per hour
Expected hours: 32 – 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Paid sick time
- Paid time off
- Professional development assistance
- Referral program
- Work from home
Experience level:
Schedule:
- 8 hour shift
- Choose your own hours
- Monday to Friday
Supplemental pay types:
Experience:
- Bookkeeping: 3 years (Required)
Work Location: Remote