Bookkeeper

Job Description

Bookkeeper | Staff Financial Group

The Tone:
This is a fully remote bookkeeping role at Staff Financial Group. The company is a successful wealth management firm that also provides comprehensive family office services to its clients. This role is crucial for supporting the monthly accounting needs of the firm’s small business clients. The Bookkeeper ensures that clients’ financial records are consistently accurate, organized, and up-to-date, providing essential support for their operations.

The TL;DR
• Role: Full Time
• Location: Remote
• Pay: $75000 yearly
• Mission: Owns the accurate and organized maintenance of monthly accounting records for small business clients.

What You’ll Actually Do
• Client Support: Provide dedicated monthly accounting support to the firm’s small business clients, ensuring their financial needs are met consistently.
• Record Management: Maintain accurate, organized, and up-to-date financial records and books for a portfolio of multiple clients.
• Financial Closing: Execute comprehensive month-end close procedures, including performing thorough account reconciliations.
• Ledger Management: Manage all aspects of the general ledger, ensuring proper classification and accurate recording of financial transactions.
• Professional Communication: Engage in professional and timely communication with clients to address inquiries and provide updates on their accounting status.

The Must-Haves
• Background: Possess strong foundational knowledge and practical experience in bookkeeping and monthly accounting principles.
• Experience: Demonstrated ability to manage the financial books for multiple clients or businesses concurrently. This includes significant experience with month-end close processes, performing detailed account reconciliations, and comprehensive general ledger management.
• Skills: Exhibit comfort and proficiency in working independently within a remote environment. Possess strong attention to detail, ensuring accuracy and thorough follow-through on all tasks. Demonstrate the ability to communicate professionally and effectively with clients. Show a genuine enjoyment for the day-to-day tasks and responsibilities inherent in bookkeeping.
• Bonus: Professional background obtained from a CPA firm, an outsourced accounting practice, a CAS group, or a family office environment, indicating experience with client accounting services.