Bookkeeping Specialist

XYPN; Bozeman (MT); Remote; USD 50,000 - 55,000; Full time

Job summary

Join a leading platform for financial advisors as a Bookkeeping Specialist, managing multiple clients' books, providing top-tier customer service, and collaborating with a dedicated team. This full-time role offers flexible scheduling and an array of impressive perks, including unlimited vacation and a comprehensive 401(k) plan.

Benefits

Unlimited vacation days

100%-employer-funded Employee Stock Ownership Plan (ESOP)

401(k) with match

Health insurance with employer contribution

12 weeks paid parental leave

Qualifications

• Bookkeeping experience, preferably with multiple clients.
• Exceptional communication skills.
• Ability to manage multiple priorities and projects.

Responsibilities

• Perform all bookkeeping tasks for and communicate/resolve issues with 45+ clients monthly.
• Track and manage bookkeeping progress diligently.
• Proactively communicate with the team regarding progress and client issues.

Skills

Customer focus

Time management

Multitasking

Communication

Education

Bachelor’s degree in Business or relevant field

Tools

Quickbooks Online

Job description

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This range is provided by XYPN. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $55,000.00/yr

About XYPN

XYPN is the only turnkey advice and planning platform that makes it possible for fee-only financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services.

This is an opportunity to join a company on a mission to help others—and you—live your best lives.

About the Position

As our stellar Bookkeeping Specialist, you will collaborate with members on the XYPN Books Team and our virtuoso financial advisor clients, to manage their books, provide monthly reconciliation, and answer inquiries related to their financial situation. While delivering top-notch work with unparalleled accuracy, you’ll also provide a huzzah level of customer service in this role!

What You’ll Do

• Perform all bookkeeping tasks for and communicate/resolve issues with 45+ clients on a monthly basis without breaking a sweat.
• Managing time effectively while being able to set your own schedule, but still meeting XYPN Books expectations of client service and required weekly meetings.
• Track your time and each client’s bookkeeping progress diligently so we always know when things are on or off track
• Be comfortable working within a “pod” of teammates and gain an understanding of their client’s books as well
• Demonstrate a general understanding of accounting principles and get the hang of their relation to the regulatory environment in which XYPN Books operates.
• Support the strategic vision set by the XYPN Books Director.
• Proactively communicating with the team & your manager and updating any project management or tracking software to ensure the whole team is in the loop on where your work is at.

Measurables

• Number of clients stuck or done each week
• Number of clients stuck or done for the month
• Number of monthly bookkeeping clients

The Deets

Start Date: Immediately

Status: Full-time (40 hours per week w/ flexible schedule), non-exempt (eligible for overtime)

Location: Remote or Bozeman, MT

Team: XYPN Books

Reports to: Accounting Manager or Director of XYPN Books

Direct Reports: None

Travel: Up to 10% travel (e.g., 2-3 weeks /year) required for team retreats and other company events

What You’ll Bring to the Table: (If you think, “I only meet 80% of these qualifications”, still apply!)

• Exceptional customer focus and commitment - each day, every day
• Authorized to live and work in the United States
• Bookkeeping experience, preferably with multiple clients
• Details and numbers are among your list of favorite things (ever).
• Your communication skills are top-tier and empower you to communicate effectively about many moving parts with many corresponding teammates and clients.
• You're a multitasking machine with a demonstrated ability to manage multiple priorities and/or projects and meet deadlines.
• Experience going “above and beyond” and thinking one step ahead in order to thrill customers both in small and mighty ways.

What Would Make Us Drool

• Understanding of and proficiency with Quickbooks Online
• Bachelor’s degree in Business or relevant field (preferably accounting or finance)
• Ability to collaborate with the Team members and others within the organization
• Public accounting or public tax preparation experience
• Background in the financial services industry
• Experience in or an utmost desire to be part of a quickly growing work environment.
• All team members at XYPN are owners! We offer a 100%- employer-funded Employee Stock Ownership Plan (ESOP).
• Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)
• 9 paid holidays (we offer flexible holidays!)
• 401(k) with match; you put in 6%, and we put in 4.5%.
• 12 weeks paid parental leave for the birth or adoption of a child.
• Health insurance w/ employer contribution.
• Dental, Vision, Voluntary Life and AD&D, and Accident insurance options.
• Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available
• Employer-paid Life and AD&D insurance.
• Employer-paid Long Term Disability coverage.
• Up to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee.
• $2,000/year (prorated by start date) to put towards professional development
• $250/quarter to spend on yourself specific to our core value of "Be Well Being You.”
• $500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year.
• A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years.
• Subsidized employer-sponsored childcare through our internal child care program. (Subject to availability)
• Company-owned laptop computer provided (Apple Products).

XYPN believes that our team members, and the individual identities and experiences of our team members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. XYPN is beyond proud to be an equal opportunity employer.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

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