Overview
Remote role. This position supports the organization’s financial and operational infrastructure as it scales, including accurate recordkeeping, billing operations, and day-to-day administrative functions such as onboarding and scheduling.
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 to ensure 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, 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 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
- 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
Based in Westchester County, NY (remote role with support responsibilities for NY office staff).