Accounting Specialist
Accounting Specialist
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4-5years
96000 - 123000
1 Vacancy
Job Description
Job Summary
We are a boutique CPA firm specializing in fractional CFO services offering financial leadership and solutions to small and midsized businesses. In addition to strategic CFO work we handle a select number of tax returns annually assist with medical billing and manage outsourced financial processes. We re seeking a skilled and detailoriented accountant to join our remote team to help deliver exceptional financial services.
Job Scope
Monthly Bookkeeping and Closing:
Reconcile bank and credit card accounts for clients
Prepare and adjust journal entries
Generate and review monthly financial statements for accuracy
Tax Return Preparation:
Compile and organize client data for individual and business tax returns
Prepare tax return drafts using ProConnect or similar software for review
Payroll Administration and Medical Billing:
Process payroll for clients ensuring compliance with regulations
Handle a small volume of medical billing for select clients
Quality Control for Outsourced Work:
Review and verify the accuracy of work completed by outsourced bookkeepers and support staff
Maintain quality and timeliness of outsourced deliverables
Client Communication:
Communicate with clients regarding accounting inquiries and deliverables
Maintain professionalism and strong client relationships
Adaptability with Technology:
Learn and work with various general ledger systems based on client needs
Utilize and optimize tools like QuickBooks Online/Desktop ProConnect Bill.com and DivvyJob Descripti
Requirements
Job Qualifications
Education: Bachelor s degree in Accounting Finance or related field
Experience:
Minimum of 1 year in bookkeeping tax preparation or similar roles
Proficiency in ProConnect tax software is a plus
Experience with payroll administration and medical billing is advantageous
Technical Skills:
Familiarity with various general ledger systems
Advanced QuickBooks Online/Desktop and Microsoft Excel skills
Experience with financial tools like Bill.com and Divvy is beneficial
Soft Skills:
Strong attention to detail and organizational abilities
Excellent English communication skills both written and verbal
Ability to prioritize tasks and manage multiple deadlines in a remote setting
Job Qualifications Education: Bachelor s degree in Accounting, Finance, or related field Experience: Minimum of 1 year in bookkeeping, tax preparation, or similar roles Proficiency in ProConnect tax software is a plus Experience with payroll administration and medical billing is advantageous Technical Skills: Familiarity with various general ledger systems Advanced QuickBooks Online/Desktop and Microsoft Excel skills Experience with financial tools like Bill.com and Divvy is beneficial Soft Skills: Strong attention to detail and organizational abilities Excellent English communication skills, both written and verbal Ability to prioritize tasks and manage multiple deadlines in a remote setting
Employment Type
Full Time
