Bookkeeper and Administrative Specialist

Please submit your application using this form: u247.us/bepartofourteam

SUMMARY

We're looking for a detail-oriented Bookkeeper with hands-on experience in US accounting and tax compliance. You'll own our books, ensure accuracy across all financial records, and keep us compliant — while also supporting client-facing operations and general administrative functions. The right candidate is numbers-first, communicates well, and can manage financial work alongside operational support without dropping the ball on either.

RESPONSIBILITIES

Bookkeeping & Accounting

Record day-to-day financial transactions and complete the posting process

Verify transactions are recorded accurately across day books, supplier ledgers, client ledgers, and the general ledger

Bring books to trial balance stage and perform partial checks of the posting process

Process accounts payable and receivable in a timely manner

Handle payroll processing and ensure accuracy

Complete and file US tax forms; support quarterly and annual tax preparation

Manage invoices, receipts, and payment records

Generate financial reports and statements

Ensure compliance with US accounting standards and tax regulations

Build and document bookkeeping processes and SOPs

Customer Service & Client Support

Respond to customer inquiries via email, phone, and support platforms

Schedule appointments and manage client communications

Resolve complaints and follow up to ensure client satisfaction

Process orders, forms, applications, and service requests

Maintain detailed records of customer interactions and feedback

Support CRM updates and database maintenance

Manage support tickets and provide timely resolutions

Handle professional correspondence and vendor/team follow-ups

Administrative Support

Email management: sorting, filtering, responding, and follow-ups

Calendar management: scheduling, rescheduling, coordinating appointments

Travel management: booking flights, accommodations, and itinerary planning

Document preparation: data entry, reports, and presentation design

General file and records management

Requirements

Non-Negotiable

Proven bookkeeping experience — minimum 2 years

Direct experience with US accounting practices and tax filing (required)

Proficiency in QuickBooks (required); Xero or FreshBooks a plus

Solid understanding of AP/AR principles and payroll

Strong data entry skills with high accuracy

Proficiency in Microsoft Office, especially Excel

Excellent written and verbal English communication

Preferred

Experience with additional accounting software (Xero, Wave, FreshBooks)

CRM experience (HubSpot, Salesforce, or Zoho)

Familiarity with ClickUp, Asana, or Trello

Experience supporting US-based clients or companies remotely

Comfortable with cloud storage platforms (SharePoint, Google Drive)

Soft Skills

High attention to detail — errors in this role have real consequences

Strong organizational and multitasking abilities across finance and operations

Self-directed; able to manage deadlines without close supervision

Professional discretion with sensitive financial and client data

Collaborative, responsive, and proactive about documentation

Benefits

Permanent Work from Home

Competitive Salary

HMO

Mental health programs

Maternity Assistance thru HMO (female employees)

Paid Vacation Leave

Technology Allowance

Internet Allowance

Weekly Payout

Career growth and advancement