Job Summary:
The Client Bookkeeper position will be responsible for managing our day-to-day accounting and financial requirements for a defined set of clients. Accountability, accuracy, being organized and excellent time management skills are characteristics demonstrated by those successful in this role.
Basic Function:
The Client Bookkeeper position creates financial transactions and generates reports utilizing this information. The creation of financial transactions includes posting information to accounting journals or accounting software from source documents including bank statements, invoices and various other documents.
Primary Responsibilities:
- Analyze and resolve client inquiries in an accurate and timely manner
- Balance and maintain accurate ledgers
- Contribute to the team effort by meeting monthly goals and established performance targets
- Ensure client deliverables are in accordance with company standards
- Maintain positive working relationship with clients for business growth and maintain frequent contact with client by phone and/or e-mail
- Maintain the Chart of Accounts per company standards
- Prepare and send monthly financial statements and reporting packages
- Process year-end 1099’s and tax preparation
- Provide information to the external accountant, as needed
- Record and review all client financial data
Skills:
- Ability to deliver an exceptional client experience, communicate effectively and be friendly
- Experience with data entry and record keeping
- Proficiency in Microsoft Office products and QuickBooks
Job Type: Full-time
Pay: $21.00 - $23.00 per hour
Benefits:
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Physical setting:
- Office
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Work Location: Remote
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