Remote Accounting Specialist, FT or PT

  • Remote
  • Anywhere

CPA firm is seeking a REMOTE Accounting Specialist (FT or PT), to join their growing team and provide customers with opportunity, peace of mind, and inspiration by managing their finances, bookkeeping, payroll, and reporting.
 
Job Type:

*Must have CPA firm experience
Full time, W2
Location: REMOTE within the US
Compensation: $60,000- $65,000 DOE
 
Responsibilities:
70% direct customer accounting and tax work:

  • Maintain schedules related to ongoing customer bookkeeping, reconciliation work, and current status.
  • Guide back office accounting and provide payroll support for select customers throughout the year.
  • Use Xero accounting software to maintain customer books and records.
  • Ensure tax trial balance setup and reporting with the Tax Team to provide a clean, year-end trial balance.
  • Prepare clean, well-organized, year-end supporting workpapers (bookmarked), and coordinate with the Tax Team for any updates based on tax adjustments, if necessary.
  • Onboard new payroll tax customers.
  • Navigate and plan payroll processing workflow schedules and communication with customers.

 
15% training and personal development:

  • Understand and implement key Xero add-on software integrations, while serving as a resource to help other team members improve their accounting workflow.
  • Research payroll tax filing requirements for other states using Gusto onboarding tools or other online research tools.
  • Work confidently with various computer software programs.

 
15% team collaboration and communication:

  • Communicate effectively with customers and internal team members to clarify needs, resolve bank and payroll issues, and address other questions and issues.
  • Coordinate with Customer Advocates to identify and communicate key financial metrics for customers.
  • Collaborate with the Tax Team on sales tax reporting and tax calculations.

 
Markers of Success:
You will know you’re succeeding in this role when:

  • You are successfully managing 30-50 customers books, payroll and reporting.
  • You have developed expertise in an additional specialist category (reporting, software, payroll, research).
  • 90% of monthly recordkeeping and reporting functions are completed by the 15th of each month.
  • 95% of Karbon work items are updated weekly with notes in comments sections for customer-unique issues that come up.

 
 1009872

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Job Overview

  • Location

    Remote
  • Career Level

    Permanent Full Time
  • Work Experience

    3-5 years
  • Qualification

    CPA or EA Required - No
  • Salary

    $60000 - $65000 Year
  • Category

    Accounting/Bookkeeping

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