Accounting Assistant

David F. Thomas CPA; San Mateo (CA); Remote; USD 75,000 - 85,000; Full time

Benefits offered by this job

Remote work

Full-time employment

Competitive salary

Professional accounting environment

Opportunities to develop accounting &

Collaborative remote workplace

Job summary

David Thomas CPA is seeking an Accounting Assistant for a fully remote role. You will support day-to-day bookkeeping, process invoices, and assist with AP/AR, reconciliations, and month-end procedures.

The role requires 1–3 years of accounting experience, strong attention to detail, and proficiency in Excel. Prior QuickBooks familiarity is preferred; degree in Accounting is a plus. This is a full-time remote position with room for growth.

Qualifications

• 1–3 years of accounting or bookkeeping experience.
• Strong attention to detail and accuracy.
• Proficient in Microsoft Excel and data entry.

Responsibilities

• Assist with daily bookkeeping and accounting activities.
• Process invoices, payments, expenses, and other financial transactions.
• Support accounts payable and accounts receivable.
• Perform bank, credit card, and general ledger reconciliations.
• Enter and maintain accurate financial information in accounting systems.
• Assist with month-end and year-end procedures.
• Prepare spreadsheets, schedules, reports, and supporting documentation.
• Review transactions and documentation for accuracy and completeness.
• Organize and maintain electronic accounting records and files.
• Assist with client accounting requests and routine correspondence.
• Support CPAs and accounting staff with financial and administrative tasks.

Skills

Attention to detail

Time management

Communication

Independent work

Remote collaboration

Confidentiality

Microsoft Excel

Education

Associate's degree in Accounting

Bachelor's degree in Accounting

Tools

QuickBooks

Job description

About the Position

David Thomas CPA is seeking a dependable and detail-oriented Accounting Assistant to join our team in a fully remote capacity. This position will provide day-to-day accounting and administrative support while working closely with accounting professionals and assisting with the accurate maintenance of financial records.

The ideal candidate is organized, comfortable working with numbers and financial information, and able to manage multiple priorities while maintaining accuracy and confidentiality in a remote work environment.

Key Responsibilities

• Assist with daily bookkeeping and accounting activities.
• Process invoices, payments, expenses, and other financial transactions.
• Support accounts payable and accounts receivable functions.
• Perform bank, credit card, and general ledger reconciliations.
• Enter and maintain accurate financial information in accounting systems.
• Assist with month-end and year-end accounting procedures.
• Prepare spreadsheets, schedules, reports, and supporting documentation.
• Review transactions and documentation for accuracy and completeness.
• Organize and maintain electronic accounting records and files.
• Assist with client accounting requests and routine correspondence.
• Support CPAs and accounting staff with financial and administrative tasks.
• Follow established accounting procedures and maintain confidentiality of client information.
• Perform other accounting and administrative duties as assigned.

Qualifications

Required

• 1–3 years of experience in accounting, bookkeeping, accounts payable/receivable, or a related position.
• Strong attention to detail and accuracy.
• Working knowledge of Microsoft Excel.
• Strong organizational and time-management skills.
• Ability to handle confidential financial information professionally.
• Excellent written and verbal communication skills.
• Ability to work independently while also collaborating effectively with a remote team.
• Ability to maintain a professional and secure remote workspace.

Preferred

• Experience with QuickBooks or similar accounting software.
• Associate's or bachelor's degree in Accounting, Finance, Business, or a related field.
• Familiarity with account reconciliations and month-end procedures.
• Experience working in a remote accounting or administrative environment.

Schedule & Work Arrangement

This is a full-time, fully remote position.

Monday through Friday
Approximately 9:00 AM–5:00 PM
Work is performed remotely from an appropriate home office or other professional remote workspace.
Employees are expected to maintain consistent availability during scheduled working hours and communicate regularly with the accounting team.
Occasional schedule adjustments may be required during periods of increased workload, including month-end, year-end, and tax-season activities.

No regular in-office work is required for this position.

Compensation

$75,000–$85,000 per year, depending on experience, qualifications, and relevant accounting skills.

The position may also offer opportunities for increased responsibility and professional growth as the firm expands.

Why Join David Thomas CPA?

• 100% remote work environment
• Full-time employment
• Competitive salary
• Professional accounting environment
• Opportunities to develop accounting and bookkeeping skills
• Collaborative and professional remote workplace