Office Manager/Bookkeeper

About us

We are a growing CPA firm dedicated to providing personalized accounting, tax, and advisory services to a diverse client base. We value accuracy, client care, and a collaborative work environment. We are looking for a proactive, organized Administrative Assistant / Bookkeeper who can support both our firm’s operations and client bookkeeping needs.

Job Summary

The Office Manager / Bookkeeper will provide direct support to the firm’s leadership while managing bookkeeping functions for multiple clients. This dual role requires strong organizational skills, attention to detail, and the ability to handle various client accounts with precision. Experience with organizing tax documents and collating tax returns is a plus.

Responsibilities

• Handle client bookkeeping tasks, including accounts payable/receivable, invoice management, and data entry
• Reconcile client bank and credit card statements to ensure accuracy in all records
• Prepare financial reports and maintain organized client financial files using accounting software (e.g., QuickBooks, Xero)
• Communicate with clients regarding documentation, bookkeeping inquiries, and deadlines
• Prepare and file sales tax returns
• Keep track of deliverables and statuses of clients
• Maintain confidentiality and follow client-specific processes and compliance requirements

Experience

• Proven experience in an administrative assistant or bookkeeping role, ideally with experience in public accounting
• Proficiency in accounting software (QuickBooks, Xero, etc.) and Microsoft Office Suite
• Exceptional attention to detail and organizational skills
• Strong communication skills with a client-centered approach
• Ability to manage multiple tasks and prioritize effectively
• Experience with organizing tax documents and collating tax returns is a bonus

Pay: $22.00 - $28.00 per hour

Benefits:

• Flexible schedule

Education:

• Associate (Preferred)

Experience:

• Executive administrative support: 1 year (Preferred)
• Bookkeeping: 1 year (Required)
• Tax preparation: 1 year (Preferred)

Language:

• English (Required)

Work Location: Remote