US BookkeeperMarketect • Philippines
US Bookkeeper
Marketect • Philippines
30+ days ago
Job descriptionCoordinate with tax and payroll team for business, personal, and payroll tax filings, including preparing 1099 packets, collecting documents, and assisting with closing entries. Review client and internal processes and update Standard Operating Procedures (SOPs) Attend performance reviews semi-annually and help develop company strategies to improve our services Process payroll, including gathering employee time sheets, receiving approval from managers, and schedule paychecks. Gather all client bank statements Reconcile all client accounts Send invoices for client accounts receivable services Schedule bill payments for client accounts payable services. Ensure clients approve payments Send monthly reports to clients Host Zoom calls with clients to answer questions and review reports Send monthly Missing Information Requests (MIR) to clients Follow all Quality Control (QC) procedures, including a monthly 1–2-hour QC call with account manager via Zoom Answer all client and BKA team communications Update project management software with progress reports Enter client transactions via Keeper, a client management tool, and Quickbooks Online (QBO) Attend weekly 60-90-min team trainings on Tuesday mornings at 9 : 30 AM CST Attend daily 30-min team huddles at 9 : 00 AM CST Send daily recap to manager with project updates Email clients updates and questions regarding their accounts Collect contracts and documents regarding new employees, vendors, customers, etc. Ensure client vendors and customers are set up correctly in QBO, payroll software, and payment systems Clean up client accounts as assigned Other duties as assigned Must be available for Zoom calls 9 AM - 5 PM central standard time Degree in accounting or related field is required 3+ years of experience in finance, accounting, or relevant field US bookkeeping experience is required Quickbooks Online certified is a huge plus Familiarity with US small business taxation is a huge plus Proficiency in Quickbooks Online, Excel, and Google Sheets Speak fluent English Excellent written communication skills Responsive High attention to detail Enjoys problem solving Keeps their promises and deadlines Loyal and a team player Self-sufficient and organized Committed to doing the work as if it was their own client Computer - at least i5 or equivalent with 8gb RAM Internet Speed - At least 50 MBPS Download speed
JOB RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO :
This role will take the lead on 30-50 client accounts. When we say “take the lead” we mean that BKA bookkeepers can independently :
- Answer all client emails and questions. If unable to answer a client’s questions, they seek out a Team BKA expert for the answer, then follow up with team members and clients to ensure client needs are met.
- Proactively provide checklists of required documents and deadlines for client use.
- Suggest strategies to simplify bookkeeping and accounting systems for Team BKA and our clients
- Thrive and adapt as clients grow and their systems and processes change
- Manage their own time and assigned projects to meet all deadlines and compliance requirements
- Follow up with clients and fellow team members regarding open projects and deadlines
- Maintain their knowledge of US tax and payroll requirements and can evaluate all client records for accuracy
Annually
Monthly
Weekly / Daily
As needed
Ideal Profile :
EXPERIENCE AND SKILLS REQUIRED :
Tech Requirements :
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Bookkeeper • Philippines
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