Accounting Specialist

Job Description

Accounting Specialist | Lillyfield Accounting Solutions

The Tone:
This is a Full-Time/Part-Time role at Lillyfield Accounting Solutions, offered remotely with a preference for candidates in Raleigh-Durham, NC, the Big Bend region of Florida, or within the Eastern Standard Time Zone. Lillyfield Accounting Solutions is a premier accounting firm, described as a fun, fast-growing organization that thrives on collaboration and adaptability. This Accounting Specialist position is a key role, essential for maintaining accurate financial records and supporting the efficient handling of day-to-day accounting operations for a variety of clients in multiple industries, including non-profits. The ideal candidate will be self-motivated, highly responsible, and comfortable adapting to new technologies.

The TL;DR
• Role: Accounting Specialist
• Type: Full-Time/ Part-Time
• Location: Remote (Preference for candidates in Raleigh-Durham, NC, the Big Bend region of Florida) or in the Eastern Standard Time Zone.
• Mission: This person maintains accurate financial records and supports efficient day-to-day accounting operations for a variety of clients.
• Tech Stack: QuickBooks Online, Excel, new tech (including AI)

What You’ll Actually Do
• Financial Record Keeping: Record day-to-day financial transactions, maintain the chart of accounts, and organize internal client files for various clients.
• Account Management: Reconcile bank, credit card, and loan accounts each month, and process accounts receivable/payable and payroll in a timely manner.
• Compliance and Reporting: Prepare, file, and submit monthly or quarterly sales tax reports for assigned clients, track vendors for W9s, and assist in the preparation of Workers’ Comp audits.
• Issue Resolution: Troubleshoot financial discrepancies and work with internal teams or external vendors to resolve issues efficiently.
• Client Communication & Confidentiality: Communicate with clients to obtain needed information and clarify questions, while maintaining the confidentiality of all financial data and sensitive business information.

The Must-Haves
• Background: This role requires a self-motivated and highly responsible individual with a strong foundation in accounting operations, suitable for someone with bookkeeper or staff accountant level experience.
• Experience: At least 3-5 years of experience in relevant roles such as an office manager, accounts payable clerk, accounts receivable clerk, bookkeeper, or staff accountant. At least 1-3 years of QuickBooks Online experience is essential, along with previous customer service experience.
• Skills: Excellent communication and time management skills, detail-oriented, highly organized, a proactive mindset, and the ability to adapt to new technologies including AI. Proficiency in QuickBooks Online and Excel is also required, coupled with the capability of working independently in a remote setting.
• Bonus: Experience with Payroll and Sales Tax is a plus, though not strictly required. A Bachelor’s degree is preferred but not mandatory for this position.