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Bookkeeping Specialist

Company: Carter Cook, CPAs, PLLC
Location: Austin
Posted on: November 22, 2021

Job Description:

Hey there! We're looking for someone who is a wizard with QuickBooks Online and is great at talking to clients. If that's you, please keep reading.Who We AreIt's so nice to meet you! We are a Concierge CPA firm that works virtually with small women-owned businesses all over the US to prepare tax returns, streamline bookkeeping systems, and provide general tax and accounting consulting. We also host an online community of small business owners learning QuickBooks. As our client and community list has continued to grow, it's time to expand our team so we can give our clients the care and attention they have become accustomed to. This is not your run of the mill accounting firm where we do the bare minimum to keep our clients compliant. We hold our clients hands and are always on the lookout for how we can better serve them.We are looking for a personable, relationship building, tech savvy bookkeeping professional to work with our firm full-time. This is a great opportunity for someone looking to grow and make a real impact with small businesses.ScheduleWe offer unique benefits, like a flexible schedule and the ability to work from home 100% of the time and no travel requirements. Employees are welcome to choose their own schedule as long as it is consistent, communicated to the team, and a majority of the working hours are between 8 AM and 5 PM - Monday through Friday. Make no mistake, we may work in our pajama pants, but we take care of business for our clients.This position will serve regular monthly bookkeeping clients as well as QuickBooks support to clients who do their own bookkeeping.This position is a W-2 employee position and we expect this to be the only place of employment for our employees.Duties & Responsibilities

  • Possess a deep understanding of QuickBooks Online and the ability to explain it simply to "non-accountants"
  • Reconcile accounts and provide clients with a P&L report, balance sheet, and insight on the financial health of their business
  • Manage cash accounts and maintain a reliable cash flow projection process
  • Perform monthly and year-end close procedures
  • Meet all deadlines regarding bookkeeping projects
  • Clearly communicate directly with clients (virtually via email, phone, or video chat), Partners, and team leader in a timely manner
  • Meet with clients and community members over Zoom to help them with their QuickBooks files
  • Answer bookkeeping and accounting questions in our online community
  • Respond to all emails and messages within 24 business hours (preferably on the same day they are sent)
  • One-time QuickBooks clean up projects as they arise
  • Occasionally help with writing blogs about bookkeeping best practices
  • Complete quarterly sales tax returns - we can teach you if you've never done this before
  • All other duties as assigned
  • Basic cross training in other firm positions so we can cover for each other when out sick or on vacationRequirements
    • Two or more years of experience with small business bookkeeping with QuickBooks Online
    • Strong accounting software and Excel skills
    • Must be organized, meticulous, and detail-oriented
    • Ability to build a client relationship beyond the numbers. Our clients love us because we take the time to learn about them and we care about the success of their business.
      • Ability to break down complex accounting topics into easy to understand information and examplesPreferred
        • QuickBooks ProAdvisor
        • Bachelor's degree - Accounting focus preferredExpectations
          • A heart of service - always wanting to provide clients with the best experience possible
          • Courage and grace to be able to tell clients what they don't want to hear in the kindest way possible. Never down talking.
          • Comfortable working in a remote and paperless environment - hello? It's 2021. I'm guessing you're experienced in this area.
          • Strong problem-solving skills
          • Ability to observe and understand business processes, ensuring complete and accurate documentation
          • A desire to learn new skills and always keep growing
          • An ability to work independently and as a member of a teamPlease include a cover letter telling us why this job is a perfect fit for you. Seriously - we read every single letter and love the glimpse it gives us into who you are. Make sure to tell us about your favorite chocolate bar in your cover letter.We would never ask you about your family during an interview because...laws, but you should know that family is our most important core value. We work hard during the time that we're at the office. We also work hard to leave work at the office. Answering emails and phone calls when you're with your family is not cool. Having to do a "quick check-in" while you're on a vacation completely obliterates the refreshment you're seeking. We expect you to work hard. We also expect you to family hard.Job Type: Full-timePay: $40,000.00 - $60,000.00 per yearBenefits:
            • 401(k)
            • 401(k) matching
            • Dental insurance
            • Flexible schedule
            • Health insurance
            • Paid time off
            • Vision insuranceSchedule:
              • Day shift
              • Monday to FridayCOVID-19 considerations:This job is 100% virtual.Application Question(s):
                • Do you have a dedicated space where you can work distraction free?
                • Do you plan on having any other employment while in this position?
                • While this job does have flexible hours, we expect most of them to occur during normal business hours. What is your general availability?Education:
                  • Bachelor's (Preferred)Experience:
                    • QuickBooks Online: 2 years (Required)Work Location:
                      • One locationWork Remotely:
                        • YesWork Location: One location

Keywords: Carter Cook, CPAs, PLLC, Austin , Bookkeeping Specialist, Accounting, Auditing , Austin, Texas

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