Offer summary

Qualifications:

Proven experience in a bookkeeping firm or CPA practice managing multiple client accounts., Expert-level proficiency in QuickBooks Online and its latest features., Strong English communication skills, both written and verbal., Solid understanding of US accounting practices and procedures..

Key responsabilities:

Master the latest QuickBooks Online tools and automation features for processing transactions.

Import and categorize transactions while ensuring accurate classification.

Perform thorough account reconciliations and generate daily work summaries.

Collaborate with team members to ensure consistent service delivery across all accounts.

Job description

This is a remote position.

Role Name: QuickBooks Online Multi-Client Specialist

Schedule:

8 AM to 5 PM or 9 AM to 6 PM Seattle, WA time
US Pacific Time Zone hours

Client Timezone: Pacific Time (Seattle-based)

This is an exciting opportunity for a QuickBooks Online specialist to manage multiple client accounts for a growing CPA practice. You'll work with cutting-edge accounting automation tools while handling books for diverse businesses across various industries. The role offers the perfect blend of technical expertise and client portfolio management, allowing you to leverage modern QuickBooks features to drive efficiency. You'll be fully integrated into the team's operations, working alongside experienced professionals in a supportive environment that values innovation and accuracy.

Responsibilities

Master the latest QuickBooks Online tools and automation features to efficiently process transactions across multiple client accounts
Import and categorize transactions from various sources, ensuring accurate classification according to client-specific requirements
Perform thorough account reconciliations while maintaining the highest standards of accuracy
Generate comprehensive daily work summaries to maintain transparent communication with the team
Maintain detailed audit trails of all QuickBooks activities
Handle dozens of client accounts simultaneously while maintaining exceptional attention to detail
Collaborate with team members to ensure consistent service delivery across all accounts
Utilize modern project management and time tracking tools to maintain productivity

Requirements

Proven experience working in a bookkeeping firm or CPA practice managing multiple client accounts
Expert-level proficiency in QuickBooks Online and its latest features
Strong English communication skills, both written and verbal
Demonstrated ability to handle multiple clients simultaneously with high attention to detail
Solid understanding of US accounting practices and procedures
Experience with modern accounting automation tools and workflows
Excellent time management and organizational skills
Strong problem-solving abilities and attention to detail
Ability to work independently while maintaining clear communication with the team
Comfortable with using project management and time tracking tools
Reliable internet connection and dedicated workspace
Commitment to maintaining confidentiality and professional standards