A financial services company is looking for a reliable Bookkeeper & Accountant to manage personal and business bookkeeping, tax preparation, and improve financial systems. This remote position offers flexible hours and growth potential to increase up to 30 hours per week. The ideal candidate will have proven experience in bookkeeping, a strong attention to detail, and clear communication skills, as well as a willingness to handle sensitive financial data securely.
Qualifikationen
Proven experience in bookkeeping and basic accounting.
Comfortable handling both personal and small-business finances.
Experience with tax preparation support and financial cleanup.
Aufgaben
Catch up and reconcile historical bookkeeping.
Prepare books and documentation for tax filings.
Improve bookkeeping structure and workflows.
Kenntnisse
Bookkeeping and basic accounting
Attention to detail
Clear communication
Reliability and trustworthiness
Jobbeschreibung
Overview
We're looking for a reliable, detail-oriented Bookkeeper & Accountant to help us catch up and stay current with both personal and business bookkeeping and taxes. This role is ideal for someone who is organized, proactive, and comfortable cleaning up historical financial data while building clean systems going forward. This is a long-term role with potential to quickly grow in hours and responsibility.
Responsibilities
Bookkeeping (Personal & Business): Catch up and reconcile historical bookkeeping; Categorize transactions accurately (personal vs business); Reconcile bank accounts and credit cards; Track income, expenses, owner draws, and transfers; Maintain clean, organized books on a monthly basis; Prepare monthly summaries and reports
Tax Support & Preparation: Prepare books and documentation for personal and business tax filings; Coordinate with tax authorities and/or tax professionals as needed; Identify missing documents, discrepancies, or compliance issues; Support year-end and back-tax cleanup
Systems & Organization: Improve bookkeeping structure and workflows; Ensure clean separation between personal and business finances; Maintain clear documentation and audit-ready records; Communicate clearly about issues, risks, or action items
Ideal Candidate
Proven experience in bookkeeping and basic accounting
Comfortable handling both personal and small-business finances
Experience with tax preparation support and financial cleanup
Strong attention to detail and organization
Clear communicator who can explain financial issues simply
During active cleanup periods or deadlines, must respond within 4 business hours
Must have at least 3 - 4 hours of overlap with Pacific Time (PT)
Begin your application with the word “Reconciled” so I know you read the full posting.
Must be comfortable handling sensitive financial data and willing to sign a confidentiality agreement
Time Commitment
50 hours per month
Flexible scheduling
Fully remote
Opportunity to increase hours with reliability and performance
Growth Potential
30 hours per week (Within 3 months)
Ongoing monthly financial management
Long-term collaboration as finances scale
Application Instructions
Step 1: Resume (Required). Show bookkeeping/accounting experience and cleanup or catch-up work.
Step 2: Short Cover Note (Required). Answer briefly: Years of bookkeeping experience; Experience with personal and small-business finances; Experience cleaning up messy or historical books; Bookkeeping software you use most
Step 3: Tools & Availability (Required). Bookkeeping tools/software used (and years with each); Interest in long-term growth (up to 30 hours per week)
Step 4: Create a Loom Video (Required). Film a 1 minute - 2 minute video speaking about your unique abilities, and why you would like this opportunity. It''s a big one, and this is the entry point.
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