Join Our Tax Firm Team as a Remote Senior Bookkeeper!
Why You'll Love Working with Us:
Employee Position: This is a full-time employee position, not a contractor role. As an employee, you'll enjoy the stability and benefits that come with being a part of our team.
401(k) Match: We are in the process of switching over to a competitive 401(k) match to help you save for your future.
Reimbursement for Business Expenses: We provide a flat reimbursement for internet for business purposes.
Flexible Work Environment: Enjoy the freedom of working remotely with a schedule that suits you and our tax firm. We offer both part-time and full-time options.
Work-Life Balance: We respect your time and ensure reasonable work hours, even during tax season.
Professional Growth: We provide opportunities for continuous learning and advancement within our firm. Continuing Professional Education (CPE): To help you understand the tax world as a bookkeeper, we offer CPE as part of the package if you are interested.
Supportive Team: Be part of a small, collaborative, and flexible team that values teamwork and mutual benefit.
Innovative Practices: Work in a modern, remote-first practice with efficient processes, systems, and software.
Encouragement of Innovation and Curiosity: We appreciate your innovative nature and encourage your curiosity to make things better instead of keeping things the same.
Competitive Compensation: We value the expertise and dedication of experienced bookkeepers, and our compensation reflects that. Starting wages range from $28.85 to $35.00 per hour, commensurate with your extensive experience and qualifications. This range offers a robust foundation for those with proven skills and a track record of managing multiple clients efficiently. As you become more proficient with our systems and demonstrate continued excellence in client handling, your earning potential increases. For those who master our processes and exhibit exceptional client-handling skills, we offer top-tier compensation that recognizes and rewards your contributions in a meaningful way. Additionally, we aim to reward those who take the initiative as soon as possible, ensuring that your hard work and commitment are acknowledged promptly.
About Us: At The Tax Strategist, our mission is to deliver exceptional, personalized accounting and tax services with a caring disposition, unwavering collaboration, and a commitment to excellence. We strive to provide our clients with exclusive, high-end solutions tailored to their unique needs. By fostering strong relationships and a supportive environment, we ensure that every client experience is marked by trust, respect, and attention to detail.
Job Description: As a Senior Bookkeeper, you will play a vital role in delivering precise and valuable information to our partner clients. You will be instrumental in developing processes, training team members, executing high-level accounting tasks, ensuring quality control, and evaluating our tech stack for continuous improvement. You will have the opportunity to advance into a future managerial role within our prosperous tax & accounting firm, playing a critical part in our growth and reaping the fruits of your labor.
Key Responsibilities:
Set up and run payroll, record detailed payroll transactions from third-party payroll provider reports.
Prepare and submit sales tax reports, monitor client sales tax exposure.
Manage client communication and methodical cleanup of new client’s books.
Record transactions with correct coding and classes, including detailed splits.
Reconcile all bank, credit card, and loan accounts each month.
Create complex journal entries and manage transactions from eCommerce sales channels and payment processors.
Ensure books are tax-ready at the end of the year.
Communicate with IRS and state departments of revenue to assist in resolving issues.
Collaborate on SOPs and tasks, prepare Loom videos to train both team and clients.
Experience Requirements:
Experience working in tax firms and handling small business books is essential.
We are looking for an innovative and curious Bookkeeper who is eager to explore new ideas and approaches.
In-depth knowledge of accounting, payroll, and sales tax.
Experience with practice management software.
Accounting degree is strongly preferred.
Ability to meet deadlines and coordinate with the team.
Thorough knowledge of accounting with a minimum of 5 years’ experience.
We use QuickBooks Online and its crucial to have its certifications. QuickBooks Online Advanced ProAdvisor Certification Level 2 and Bookkeeper Certification required before applying. https://quickbooks.intuit.com/accountants/training-certification/certification/
Passion for precision and meticulous attention to detail, with an ability to spot and solve errors independently.
Upbeat, organized self-starter able to work with limited oversight.
Professional communications with clients.
Candidates must be based in the United States and available during working hours in the Pacific time zone.
Bonus:
Experience creating cash flow forecasting and monitoring client KPIs is a plus.
CPA or EA license is a plus.
Experience with Gusto Payroll Service and ADP Payroll Service.
Experience with Taxdome Portal software.
Application Requirements: Please submit a resume and cover letter, including compensation expectations, to hiring@tts.tax. We’d also like you to prepare a brief video (preferably using Loom) that answers the following questions:
Talk about your experience handling accounting for third-party clients. How many clients did you work on simultaneously? What was the size/revenue/industry of your clients?
What is the monthly process you follow to ensure that accounting records are accurate for the client?
Describe a difficult client that you have worked with. What made them a challenge? How did you handle the situation?
Describe your experience with catch-up projects. Describe your experience performing QBO cleanup projects.
How do you manage your time effectively while handling multiple clients and switching between different tasks?