Bookkeeper QuickBooks - Tax Firm
American Dream CPA PLLC, a Tampa-based CPA firm, is currently seeking a highly qualified and experienced QuickBooks accountant or bookkeeper to join our Client Accounting Services department. This is a fully remote, work-from-home opportunity.
Job responsibilities:
⢠Manage monthly bookkeeping for approximately 60 clients.
⢠Reconcile general ledger and QuickBooks transactions on a daily basis.
⢠Set up and maintain account structures and automation rules in QuickBooks.
⢠Perform monthly bank and credit card reconciliations, with all bookkeeping completed by the last day of the following month.
⢠Onboard new clients into QuickBooks.
⢠Review financial statements for accuracy and reasonableness, including line-item variance analysis and comparison to prior periods. Investigate and resolve discrepancies prior to presenting financials to the Tax team.
⢠Maintain consistent and accurate account mapping through proactive client communication.
⢠Organize and maintain standardized master general ledgers across client accounts.
⢠Post journal entries, including depreciation, amortization, and payroll adjustments as necessary.
⢠Collaborate closely with the Tax team to ensure the accuracy and reliability of financial data.
Qualifications necessary for this position:
⢠Associate degree in Accounting required; Bachelor's degree in Accounting preferred.
⢠Minimum of 4 years of bookkeeping experience, preferably within a CPA firm, legal practice, or medical office.
⢠Proficiency in QuickBooks Desktop and QuickBooks Online required.
⢠Advanced skills in Microsoft Excel are essential.
⢠Solid understanding of accounting principles and financial reporting standards.
⢠Experience with accounting data entry into tax preparation software (e.g., Lacerte, UltraTax, or Drake) is a plus.
⢠Exceptional organizational skills with strong attention to detail.
⢠Analytical mindset with effective problem-solving abilities.
⢠Strong interpersonal and client communication skills.
⢠Self-starter with the ability to work independently and manage multiple priorities.
We are seeking a proactive, self-motivated professional who takes ownership of their work, demonstrates initiative, and consistently delivers high-quality results on time. Please note: this is not an entry-level position and requires existing proficiency in QuickBooks.
This position includes a 60-day evaluation period to full-time employment.
Job Type: Full-time
Pay: $55,000.00 per year
Benefits:
⢠Flexible schedule
⢠Paid time off
⢠Work from home
Application Question(s):
⢠Have you worked in tax preparation software such as Lacerte, Drake, UltraTax?
Education:
⢠Associate (Required)
Experience:
⢠QuickBooks: 3 years (Required)
⢠Bookkeeping: 3 years (Required)
Work Location: Remote
Apply Now
Apply Now
Job responsibilities:
⢠Manage monthly bookkeeping for approximately 60 clients.
⢠Reconcile general ledger and QuickBooks transactions on a daily basis.
⢠Set up and maintain account structures and automation rules in QuickBooks.
⢠Perform monthly bank and credit card reconciliations, with all bookkeeping completed by the last day of the following month.
⢠Onboard new clients into QuickBooks.
⢠Review financial statements for accuracy and reasonableness, including line-item variance analysis and comparison to prior periods. Investigate and resolve discrepancies prior to presenting financials to the Tax team.
⢠Maintain consistent and accurate account mapping through proactive client communication.
⢠Organize and maintain standardized master general ledgers across client accounts.
⢠Post journal entries, including depreciation, amortization, and payroll adjustments as necessary.
⢠Collaborate closely with the Tax team to ensure the accuracy and reliability of financial data.
Qualifications necessary for this position:
⢠Associate degree in Accounting required; Bachelor's degree in Accounting preferred.
⢠Minimum of 4 years of bookkeeping experience, preferably within a CPA firm, legal practice, or medical office.
⢠Proficiency in QuickBooks Desktop and QuickBooks Online required.
⢠Advanced skills in Microsoft Excel are essential.
⢠Solid understanding of accounting principles and financial reporting standards.
⢠Experience with accounting data entry into tax preparation software (e.g., Lacerte, UltraTax, or Drake) is a plus.
⢠Exceptional organizational skills with strong attention to detail.
⢠Analytical mindset with effective problem-solving abilities.
⢠Strong interpersonal and client communication skills.
⢠Self-starter with the ability to work independently and manage multiple priorities.
We are seeking a proactive, self-motivated professional who takes ownership of their work, demonstrates initiative, and consistently delivers high-quality results on time. Please note: this is not an entry-level position and requires existing proficiency in QuickBooks.
This position includes a 60-day evaluation period to full-time employment.
Job Type: Full-time
Pay: $55,000.00 per year
Benefits:
⢠Flexible schedule
⢠Paid time off
⢠Work from home
Application Question(s):
⢠Have you worked in tax preparation software such as Lacerte, Drake, UltraTax?
Education:
⢠Associate (Required)
Experience:
⢠QuickBooks: 3 years (Required)
⢠Bookkeeping: 3 years (Required)
Work Location: Remote
Apply Now
Apply Now