Bookkeeper
Job Summary
Managing day-to-day financial recordkeeping for a portfolio of clients, the full-time remote Bookkeeper will ensure accurate financial records are maintained to support seamless tax preparation.
Key responsibilities
- Maintain accurate and organized financial records for clients, including transaction recording and account reconciliation
- Prepare monthly, quarterly, and year-end financial statements and reports while identifying and resolving discrepancies
- Communicate directly with clients to gather documentation and clarify transactions, ensuring books are tax-ready
Required qualifications
- 4+ years of bookkeeping experience, preferably in public accounting or financial services
- Proficiency with bookkeeping/accounting software, such as QuickBooks Online or Xero
- Experience working with high-net-worth individuals
- Ability to manage multiple client relationships and deadlines simultaneously
- Comfort working in a fully remote, fast-paced startup environment
Complete Job Description
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