Offer summary

Qualifications:

Minimum 3 years of hands-on experience with QuickBooks., Proven track record in bookkeeping and tax preparation., Strong English communication skills, both written and verbal., Superior attention to detail with a focus on accuracy..

Key responsabilities:

Lead the comprehensive review and correction of financial records for tax years 2022-2024.

Generate accurate financial reports and documentation for tax preparation purposes.

Establish efficient coordination channels with external accountants.

Develop and implement improved bookkeeping processes for ongoing operations.

Job description

This is a remote position.

Schedule:

Full-time (40 hours/week, flexible scheduling)
Option to reduce to 10 hours/week after initial project completion

Client Timezone: CDT

Client Overview

Join a well-established business transitioning into its next chapter. With a 15-year track record of success, this organization seeks a detail-oriented financial professional to manage both historical records and ongoing operations. This position offers the unique opportunity to work directly with the business owner, making an immediate impact while enjoying the flexibility of remote work arrangements.

We are seeking an experienced Senior Bookkeeper & Tax Specialist to join our team in a crucial role managing historical financial records and ongoing bookkeeping operations. This position offers an exciting opportunity to showcase your expertise in financial record organization, tax preparation, and QuickBooks mastery. You will work independently to review and optimize past financial records while establishing efficient processes for future operations. This role combines the challenge of historical record correction with the opportunity to build long-term systems for success, making it perfect for a detail-oriented professional who thrives on creating order from complexity.

Responsibilities

Lead the comprehensive review and correction of financial records for tax years 2022-2024
Implement best practices for financial record keeping and transaction categorization
Master the proper classification of various financial instruments including loans, income, and transfers
Generate accurate financial reports and documentation for tax preparation purposes
Establish efficient coordination channels with external accountants
Maintain meticulous records of all financial transactions
Process and categorize banking transactions with high attention to detail
Create and maintain systematic approaches to track business account transfers
Develop and implement improved bookkeeping processes for ongoing operations

Requirements

Minimum 3 years of hands-on experience with QuickBooks
Proven track record in bookkeeping and tax preparation
Deep understanding of proper financial instrument classification and reporting
Demonstrated expertise in handling complex financial transactions
Superior attention to detail with a focus on accuracy
Strong English communication skills, both written and verbal
Ability to work independently and manage time effectively
Experience with digital banking platforms and financial systems
Professional approach to handling confidential financial information
Capability to work remotely while maintaining high standards of performance
Flexible scheduling availability within agreed-upon hours

Benefits

Permanent work from home
Immediate hiring
Steady freelance job

Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

Required profile