Accountant/Bookkeeper for Advisory CPA Firm
Job Summary
Were a dynamic San Francisco-based CPA firm working with a variety of small businesses and high-net-worth clients. Our projects cover diverse industries, offering an engaging range of work.
Were seeking an experienced accountant/bookkeeper with excellent customer service skills who thrives in a flexible, fast-paced environment and enjoys taking on multiple responsibilities. If youre passionate about delivering top-quality service, excited to learn new skills, and comfortable with remote work, wed love to hear from you!
Responsibilities:
Expert-Level QBO Skills: Demonstrate top-notch proficiency in QuickBooks Online (QBO), from setup and customization to troubleshooting and ongoing support, ensuring clients are well-supported and confident in using the platform.
Cloud-Based Application Savvy: Be highly comfortable with cloud-based accounting applications, using technology to streamline processes and enhance client service.
Client Interaction and Support: Guide clients through data collection, manage tax-return data entry, and respond to client questions with professionalism and clarity.
Clear and Precise Communication: Exhibit excellent verbal and written communication skills to provide clear, timely updates to clients and the team.
Proactive Client Engagement: Regularly reach out to clients, maintaining proactive, ongoing communication to build strong relationships and anticipate their needs.
If you are passionate about accounting and meet the qualifications outlined above, we encourage you to apply for this exciting opportunity to contribute to our team.
Job Type: Part-time
Pay: $25.00 - $30.00 per hour
Expected hours: 20 per week
Benefits:
401(k) 3% Match
Flexible schedule
Paid time off
Professional development assistance
Retirement plan
Work from home
Application Question(s):
Imagine youre working with a client who is overwhelmed with disorganized financial records and a looming tax deadline. How would you approach this situation to bring clarity and ensure compliance, despite the tight timeline?
Tell us about a time when you needed to clean up a complex QuickBooks file for a client. What steps did you take to organize the records and ensure accuracy?
Whats an example of a feature in QuickBooks or another software tool that you found particularly useful for optimizing your workflow? How did you implement it, and what impact did it have on your productivity?
Work Location: Remote
Apply Now
Were a dynamic San Francisco-based CPA firm working with a variety of small businesses and high-net-worth clients. Our projects cover diverse industries, offering an engaging range of work.
Were seeking an experienced accountant/bookkeeper with excellent customer service skills who thrives in a flexible, fast-paced environment and enjoys taking on multiple responsibilities. If youre passionate about delivering top-quality service, excited to learn new skills, and comfortable with remote work, wed love to hear from you!
Responsibilities:
Expert-Level QBO Skills: Demonstrate top-notch proficiency in QuickBooks Online (QBO), from setup and customization to troubleshooting and ongoing support, ensuring clients are well-supported and confident in using the platform.
Cloud-Based Application Savvy: Be highly comfortable with cloud-based accounting applications, using technology to streamline processes and enhance client service.
Client Interaction and Support: Guide clients through data collection, manage tax-return data entry, and respond to client questions with professionalism and clarity.
Clear and Precise Communication: Exhibit excellent verbal and written communication skills to provide clear, timely updates to clients and the team.
Proactive Client Engagement: Regularly reach out to clients, maintaining proactive, ongoing communication to build strong relationships and anticipate their needs.
If you are passionate about accounting and meet the qualifications outlined above, we encourage you to apply for this exciting opportunity to contribute to our team.
Job Type: Part-time
Pay: $25.00 - $30.00 per hour
Expected hours: 20 per week
Benefits:
401(k) 3% Match
Flexible schedule
Paid time off
Professional development assistance
Retirement plan
Work from home
Application Question(s):
Imagine youre working with a client who is overwhelmed with disorganized financial records and a looming tax deadline. How would you approach this situation to bring clarity and ensure compliance, despite the tight timeline?
Tell us about a time when you needed to clean up a complex QuickBooks file for a client. What steps did you take to organize the records and ensure accuracy?
Whats an example of a feature in QuickBooks or another software tool that you found particularly useful for optimizing your workflow? How did you implement it, and what impact did it have on your productivity?
Work Location: Remote
Apply Now