Bookkeeper/Office Manager

Overview

• Fully remote role
• Organization in the independent investigations, business intelligence, and risk management sector (Westchester County, NY)

This BOOKKEEPER/OFFICE MANAGER role supports the organization’s financial and operational infrastructure as it scales. The position ensures accurate financial records, manages billing processes, and oversees operational functions such as onboarding and scheduling to support smooth daily operations.

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 through 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 financial compliance
• Oversee administrative operations and internal processes
• Maintain 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 (paperwork, orientation, 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 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, 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

• Compensation range: $80,000 to $100,000 (dependent on role specifics, location, qualifications, experience, skills, and certifications)
• Remote work arrangements

Location

• Fully remote role; organization is based in Westchester County, NY

Equal Opportunity

The employer is an equal opportunity employer and is committed to creating an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.