Bookkeeper

Our client, a dynamic CPA firm specializing in accounting and business consultancy, is seeking an innovative and detail-oriented Bookkeeper with strong process improvement skills. This role is perfect for a systems thinker who thrives on identifying inefficiencies and implementing smarter solutions to enhance business operations. If you excel at bookkeeping, administrative tasks, and leveraging modern tools like AI for process optimization, this opportunity is for you.

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

• Bookkeeping & Reconciliation: Execute bookkeeping tasks, including reconciliations and journal entries, ensuring accuracy and adherence to accounting standards.

• Data Analysis & Process Improvement: Analyze existing workflows and identify opportunities for improvement, particularly in auditing and reporting processes.

• AI & Tools Integration: Use AI tools to streamline repetitive tasks like email management and client follow-ups, enhancing overall efficiency.

• Excel & QuickBooks Proficiency: Utilize advanced Excel skills and QuickBooks knowledge to organize, analyze, and report financial data.

• Email Communication & Client Engagement: Manage email inquiries with professionalism and efficiency, maintaining clear communication with clients and team members.

• SOP Development & Adherence: Develop, document, and follow Standard Operating Procedures (SOPs) for consistency and accuracy in operations.

• Tax Support & Auditing: Provide support for tax preparation and auditing processes as needed, applying innovative solutions to enhance these functions.

Qualifications:

• Experience: Proven experience in bookkeeping, administrative support, and data entry, with a background in accounting preferred.

• Technical Skills: Advanced proficiency in Excel and QuickBooks; familiarity with AI tools and other accounting software is a plus.

• Systems Thinking: Ability to evaluate processes, identify bottlenecks, and propose improvements.

• Communication Skills: Strong verbal and written English proficiency, capable of engaging with clients and teams effectively.

• Detail-Oriented: Exceptional focus on accuracy and precision in all tasks.

• Preferred Skills: Familiarity with auditing, tax processes, and modern workflow optimization tools.

What Success Looks Like:

• Proactive Problem-Solving: Identify inefficiencies in current processes and implement impactful solutions.

• Accurate & Timely Work: Deliver bookkeeping and administrative tasks with precision, meeting all deadlines.

• Organized Workflow: Maintain a structured approach to tasks, prioritizing effectively and adhering to company procedures.

• Enhanced Reporting Processes: Leverage tools and insights to create more efficient auditing and reporting workflows.

Opportunity
Join a forward-thinking team where your ideas for process improvement are valued. This role offers the chance to make a tangible impact by enhancing operational efficiency, driving innovation, and delivering excellent service to clients.

Application Process:

To be considered for this role these steps need to be followed:

• Fill in the application form

• Record a video showcasing your skill sets