Overview
This part-time, work-from-home role supports businesses by providing outsourced accounting and operational services for multiple clients. The position is designed for work-life balance and involves collaboration with team members through virtual check-ins.
Responsibilities
- Provide exceptional accounting and operational service to assigned clients.
- Demonstrate a thorough understanding of professional accounting and bookkeeping practices.
- Support the client onboarding process for assigned client engagements in accordance with the defined process.
- Perform accounts payable and accounts receivable–related processes as applicable.
- Complete bookkeeping entries and close the books monthly.
- Prepare financial reporting and analysis.
- Maintain timely and effective communication with clients to ensure client satisfaction.
- Manage day-to-day client relationships while working within established processes and budget parameters.
- Identify and recommend opportunities to provide additional services or tools to drive client value and efficiency.
- Participate in recurring team and one-on-one video check-in meetings.
- Learn and embrace new technology to help solve client issues.
- Receive coaching and feedback from a manager and implement changes as needed to meet team and client goals.
Requirements
- Bachelor’s degree in Accounting, Finance, or Business.
- 5+ years of full-cycle accounting experience (including accounts payable, accounts receivable, closing books monthly, and preparing financial reporting and analysis).
- 1+ years of transactional accounting experience using QuickBooks or NetSuite.
- Ability and commitment to work 25–30 hours a week during business hours (8:00 am – 5:00 pm EST, CST, MST, or PST).
- Experience managing day-to-day relationships with clients while working within established processes and budget parameters.
- Commitment to confidentiality when working with client data.
Preferred Qualifications
- Experience in a multi-client environment.
- Personal drive to help clients succeed and deliver a high level of client satisfaction.
Compensation & Benefits
Location
- Work-from-home (remote)
- Scheduled hours aligned with 8:00 am – 5:00 pm EST, CST, MST, or PST