Accounting Specialist - Bookkeeping

Overview

This role is REMOTE – U.S. ONLY and Full-time (W-2 employee).

• Schedule: Monday–Thursday (Fridays off)
• Workweek: 32-hour, 4-day workweek
• Compensation: $30,000–$35,000 annually, depending on experience
• Reporting to: Accounting Lead

Team members maintain a consistent eight-hour work schedule Monday through Thursday, with regular working hours falling between 8:00 a.m. and 6:00 p.m. Eastern Time, excluding applicable unpaid meal and rest breaks. Additional hours may occasionally be required during particularly busy periods, including tax season.

Responsibilities

• Manage recurring monthly bookkeeping for multiple client accounts
• Categorize and record financial transactions accurately
• Reconcile bank accounts, credit cards, and other balance sheet accounts
• Investigate and troubleshoot reconciliation discrepancies
• Record income accurately from client management systems, payment processors, and other platforms
• Review transactions for missing, duplicate, unusual, or incorrectly categorized activity
• Prepare monthly bookkeeping work for review
• Follow established month-end close procedures and internal deadlines
• Support recurring client payroll workflows
• Request documentation and information from clients when needed and consistently follow up on outstanding items
• Communicate professionally with clients regarding bookkeeping questions, missing information, open items, and updates
• Maintain detailed notes documenting completed work, outstanding items, and follow-up needs
• Keep the Accounting Lead informed about client-work status, delays, discrepancies, and issues requiring additional guidance
• Help maintain organized internal processes
• Create or update standard operating procedures as processes evolve
• Protect confidential client information and sensitive financial data
• Participate in ongoing training and consistently apply current bookkeeping standards and internal procedures

Requirements

• 3–5 years of hands-on bookkeeping or related accounting experience
• Experience managing recurring monthly bookkeeping and month-end close responsibilities
• Experience completing bank and credit card reconciliations
• Experience reviewing and troubleshooting discrepancies
• At least 2 years of hands-on experience using QuickBooks Online and/or Xero for bookkeeping
• Strong understanding of bookkeeping fundamentals
• Experience working beyond just accounts payable or accounts receivable functions
• Strong attention to detail and commitment to accuracy
• Strong organizational and time-management skills
• Excellent written and verbal communication skills
• Ability to manage multiple recurring client deadlines and responsibilities
• Confidence communicating professionally with clients
• Ability to work independently in a remote environment
• Ability to collaborate effectively as part of a remote team
• Comfort learning new technology, systems, and client workflows
• Willingness to ask questions, receive feedback, and consistently apply training
• High school diploma or equivalent

Preferred Qualifications

• Experience managing bookkeeping for multiple clients at the same time
• Previous experience with an accounting, bookkeeping, or professional-services firm
• Experience in a client-facing bookkeeping role
• Familiarity with payroll support
• Basic knowledge of sales tax
• Familiarity with contractor compliance and 1099 reporting
• Experience working with payment processors and client management systems
• Experience with Slack, Notion, or Financial Cents
• Experience creating, documenting, or improving SOPs and internal processes

Compensation & Benefits

• $30,000–$35,000 annually, depending on experience
• 4-day workweek (Monday–Thursday) with Fridays off
• Full-time, 32-hour schedule
• 100% remote work
• Paid company-wide holiday closure from Christmas through New Year’s
• Unlimited paid time off after six months of employment
• Wellness allowance after six months of employment
• Annual team retreats
• Structured onboarding and training
• Ongoing professional development
• IRA with a 3% employer match after six months of employment

Location / Work Setup

• 100% remote – United States only

Home office requirements:

• Dedicated, professional, and confidential workspace
• Reliable high-speed internet
• Computer capable of supporting cloud-based accounting applications
• Webcam for virtual meetings
• Headphones and microphone
• Ability to protect confidential client and financial information while working remotely
• Second monitor (the organization can provide one if needed)