Accounting Assistant – Hybrid

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

Benefits offered by this job

100% remote work environment

Full-time employment

Competitive salary

Professional accounting environment

Opportunity to develop accounting and书

Job summary

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

The ideal candidate is organized, comfortable with numbers and confidential information, and able to manage multiple priorities in a remote work environment.

Qualifications

• 1–3 years of accounting or bookkeeping experience.
• Strong attention to detail and accuracy in financial data.
• Experience with Excel and basic accounting software.

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.

Skills

Attention to detail

Excel proficiency

Organizational skills

Discretion with confidential info

Communication skills

Remote collaboration

Education

Associate's or bachelor's degree in Accounting, Finance, Business, or related field

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