The BookeeperII/Daily Money Manager (DMM) II is responsible for managing the day-to-day financial affairs for individuals and families, which include elderly and disabled citizens, busy professionals, and clients who choose not to manage their own personal finances for various reasons.
The Bookkeeper II is responsible for working with small business owners, or their representative, to ensure that their business books are accurate and up-to-date and that all financial obligations are met.
The specific requirements for each client are contained in the Client Accounts Tracking System (CATS).
*Our intention for this position is that it becomes full-time (35-40 hours per week). It will start at fewer hours per week (15-25) and gradually increase during the first 90-days as the new team member takes on more clients and responsibilities. We are willing to consider ongoing part-time depending on the circumstances.
Key Accountabilities:
The percentages below are meant to be guidelines only.
Client Services – 80%
Accountable for delivering comprehensive DMM and Bookkeeping services to all assigned clients. This is done in collaboration with each client’s Account Manager.
Team Growth & Improvement – 20%
Accountable for participating in team meetings and discussions contributing ideas and suggestions for process improvements.
Job Duties and Responsibilities:
Client Services
Team Growth & Improvement
Skills and Qualifications:
Desired Skills:
· High degree of attention to detail
· Deadline-oriented
· Mindful of security and confidentiality
· Focus on time management and efficiency
· High level of computer literacy, including competency in accessing the internet
· Customer service orientation and negotiation skills
Minimum Qualifications:
· High school diploma or equivalent required; Associates degree with accounting coursework preferred.
· At least three years of bookkeeping experience required; experience with QuickBooks Online required.
· General understanding of accounting principles
· Proven expertise in Microsoft Word and Excel
· Familiarity with Quicken and/or QuickBooks
*This is a work from home office opportunity!
Job Types: Full-time, Part-time
Pay: $20.00 - $24.00 per hour
Schedule:
Education:
Experience:
Location:
Work Location: Remote