Overview
This role involves managing day-to-day and monthly accounting for an assigned client base. Responsibilities include transaction entry, client communication, processing payroll through a third-party provider, and collaborating with the Senior Accountant and Manager on reporting.
Responsibilities
- Manage the day-to-day client accounting system
- Ensure all transactions are recorded accurately and timely throughout the month
- Ensure completion of all tasks related to client bookkeeping
- Handle client communication
- Address bookkeeping questions as they arise
- Remain responsive to client requests
- Participate in client meetings and present information related to accounting and finance
- Payroll
- Ensure payroll is processed timely and accurately
- Support additional needs
- Assist with ad-hoc projects, research, new client onboarding, and process improvement as needed
Requirements
- Bachelor’s in Accounting or Finance
- 2–5 years’ experience in a bookkeeping or public accounting role
- Experience with QuickBooks Online, Studio Designer, or Xero (a plus)
- Highly proficient in Microsoft Excel with experience using advanced-level formulas
- Demonstrated ability to stay organized while juggling multiple projects and deadlines
- Demonstrated ability to communicate professionally and with proper etiquette
- Takes ownership of responsibilities
- Ability to work independently in a remote environment
- Understand fundamental bookkeeping principles
- Comfortable with a faster pace
- Good with technology and experience working across multiple applications and systems
- Client-facing role; regular communication with clients
Preferred Qualifications
- Experience with QuickBooks Online, Studio Designer, or Xero