Bookkeeper/Office Manager

Overview

• Remote: Fully remote
• This role supports the organization’s financial and operational infrastructure as it scales, including maintaining accurate financial records, managing billing, and overseeing key operational functions such as onboarding and scheduling.
• The position is essential to ensuring smooth day-to-day operations and supporting efficient workflows for a distributed team.

Responsibilities

• Maintain accurate financial records using QuickBooks Online
• Manage accounts payable, accounts receivable, and expense tracking
• Prepare financial reports and assist with budgeting and forecasting
• Generate and manage client invoices using Clio billing software
• Prepare and handle sales tax filings
• Process bi-weekly payroll via ADP Run, ensuring compliance
• Coordinate with accountants for tax filings and broader financial compliance
• Oversee administrative operations and internal processes
• Maintain and improve state licensing compliance and renewals
• Schedule investigative and security assignments and manage team availability
• Review insurance policies, applications, and audits
• Maintain and improve office systems, tools, and documentation
• Coordinate equipment, software access, and resources for team members
• Provide administrative, facilities, and IT-related support for NY office staff
• Lead new employee onboarding, including paperwork, orientation, and system setups
• Maintain personnel records and support internal HR communications
• Assist in fostering a positive remote or hybrid work culture

Requirements

• Associate or bachelor’s degree
• Minimum 5 years of bookkeeping and office management experience, preferably in small to medium businesses or professional services
• Advanced proficiency with QuickBooks Online
• Experience with Clio or similar billing software for hourly billing/time tracking
• Strong organizational skills and discretion handling sensitive information
• Comfortable managing scheduling and workflows for a distributed team
• Proactive, resourceful, and solutions-oriented approach
• Excellent time management and communication skills
• Ability to prioritize tasks and manage multiple projects
• Self-starter mentality
• Fluency in an additional language is desired but not required

Compensation & Benefits

• Pay range: $80,000 to $100,000, depending on role specifics, location, qualifications, experience, skills, and certifications
• Benefits: Remote work arrangements

Location

• The organization is based in Westchester County, NY, and the role provides administrative, facilities, and IT-related support for NY office staff.