Bookkeeper

Summary

Join a forward-thinking team at a dynamic CPA firm as a fully remote Bookkeeper. This role focuses on bookkeeping, reconciliation, data analysis, and process improvement using AI tools. You will leverage your advanced Excel and QuickBooks skills to streamline operations and enhance reporting. The ideal candidate is detail-oriented, possesses strong communication skills, and has experience in bookkeeping and administrative support. This opportunity allows you to make a tangible impact on operational efficiency and client service.

Requirements

• Proven experience in bookkeeping, administrative support, and data entry, with a background in accounting preferred
• Advanced proficiency in Excel and QuickBooks; familiarity with AI tools and other accounting software is a plus
• Ability to evaluate processes, identify bottlenecks, and propose improvements
• Strong verbal and written English proficiency, capable of engaging with clients and teams effectively
• Exceptional focus on accuracy and precision in all tasks

Responsibilities

• Execute bookkeeping tasks, including reconciliations and journal entries, ensuring accuracy and adherence to accounting standards
• Analyze existing workflows and identify opportunities for improvement, particularly in auditing and reporting processes
• Use AI tools to streamline repetitive tasks like email management and client follow-ups, enhancing overall efficiency
• Utilize advanced Excel skills and QuickBooks knowledge to organize, analyze, and report financial data
• Manage email inquiries with professionalism and efficiency, maintaining clear communication with clients and team members
• Develop, document, and follow Standard Operating Procedures (SOPs) for consistency and accuracy in operations
• Provide support for tax preparation and auditing processes as needed, applying innovative solutions to enhance these functions

Preferred Qualifications

Familiarity with auditing, tax processes, and modern workflow optimization tools

Benefits

Fully-Remote (Work from Home), 9 AM - 5 PM EST