11 Hours ago • 3 Years + • Account Management • Finance
About the job
Summary
This role requires managing the financial records of 8-15 clients using QuickBooks Online (QBO). Responsibilities include monthly reconciliations, generating financial statements, ensuring data accuracy, creating balance sheet entries, preparing monthly financial reports, and collaborating on inter-company transactions. Experience with cash-basis accounting is crucial, and familiarity with accrual accounting is a plus. The ideal candidate will have 3+ years of QBO expertise, excellent attention to detail, proficiency in data entry and Excel, and strong communication skills. The position offers a competitive salary, a standard work schedule, and a supportive work environment.
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Description
The company is a tax resolution firm passionate about helping our clients navigate complex tax situations. With over 25 years of experience, they are recognized as one of the leading tax relief companies in the USA. The team is dedicated to delivering exceptional service and personalized solutions for every client.
Role Overview
We are seeking an experienced QuickBooks Online (QBO) expert to join the bookkeeping division. This role involves managing financial records for 8–15 clients, performing reconciliations, generating financial statements, and ensuring accurate bookkeeping practices.
Responsibilities
Manage the bookkeeping needs of 8-15 clients (growing to 10-15 at full capacity)
Perform monthly reconciliations and generate accurate financial statements
Ensure data accuracy by cleaning up general ledgers
Create and process balance sheet entries and adjusting journal entries
Prepare clear and concise monthly financial reports for each client
Work effectively with a mix of clients from professional services, consulting, restaurants, and retail
Understand the nuances of cash-basis accounting (experience with accrual accounting a plus)
Collaborate with the team to handle inter-company transactions
Requirements
3+ years of expertly working with QuickBooks Online.
QuickBooks ProAdvisor is highly preferrable.
Excellent attention to detail and a knack for problem-solving
Experience with financial statement preparation (income statements, balance sheets)
Proficiency in data entry and spreadsheet software (Excel)
Clear and concise written and verbal communication skills in English (daily communication required)
Ability to work independently and manage multiple projects
Comfort collaborating within a team environment
Bonus Points for:
Experience upfitting existing bookkeeping systems
Familiarity with various industries (professional services, consulting, restaurants, retail)
Benefits
Competitive salary range: $1,200 - $1,500/month (with potential for higher based on experience)
Full-time (40 hours/week) position with a standard work schedule (9:00 AM - 5:00 PM ET)
Supportive and collaborative work environment
Opportunity for professional growth and development