mid-level bookkeeper | Work from homeDoxa7 Solutions Inc.

THE ROLE
The Mid-level Bookkeeper is responsible for compiling, producing, and delivering accurate financial statements for clients on a timely basis. He/she will provide all bookkeeping and accounting tasks in the accounting cycle. He/she will act as a solutions-driven and deadline-driven accounting enthusiast who leverages full-cycle bookkeeping expertise to perform all aspects of daily bookkeeping that feeds powerful packages. This role will be an essential component in contributing to the client experience and optimizing the bookkeeping processes using innovation to streamline methods.
To be successful in this role, he/she should be passionate about his/her work, engage in the bookkeeping process, collaborate with the accounting team, and use kindness and humor to foster strong relationships with the team and the clients.
SCHEDULE: 8 AM - 5 PM Eastern Daylight Time (8 PM - 5 AM Philippine Local Time), follows Philippine holiday
POSITION TYPE: Full Time
WORK ARRANGEMENT: Remote
ESSENTIAL FUNCTIONS
Maintain records of financial transactions by establishing accounts, posting transactions, and ensuring legal requirements compliance
Assure internal administrative process is followed in the new client on-boarding process
Develop a system to account for financial transactions by establishing a chart of accounts, and defining bookkeeping policies, and procedures
Maintain subsidiary accounts by verifying, allocating, and posting transactions
Balance subsidiary accounts by reconciling entries
Maintain the general ledger by transferring subsidiary account summaries
Balance the general ledger by preparing a trial balance and reconciling entries
Maintain historical records by filing documents
Prepare financial reports by collecting, analyzing, and summarizing account information and trends
Evaluate new client information, processes, and accounting practices and determine if/where processes need revision
Establish an accounting interface for new clients in the QuickBooks system
Prepare and complete acquisition entries to establish the business in QuickBooks
Transfer the on-boarded client to account managers within three months
Ensure all end-of-month accounting deadlines are met for the account manager team
Comply with federal, state, and local legal requirements by studying requirements, enforcing adherence to requirements, filing reports, and advising management on needed actions
Provide customer service excellence to small business owner clients
Contribute to team effort by accomplishing related results as needed
QUALIFICATIONS
Bachelor's degree in accounting, finance, or a related field is preferred
4-7 years of experience working as a full-cycle bookkeeper
Strong working knowledge of accounting principles and organizational structure
Strong working knowledge of financial statements, including profit and loss and balance sheet, and the ability to review with/explain to clients
Intermediate to advanced QuickBooks Online and QuickBooks Desktop user, Excel and Google Suite, and who enjoys learning new technology using it to full functionality
Experience in payroll filings, processing, and tax agency interactions is preferred
Experience in working with multiple legal entities under different legal umbrellas is preferred
Experience in working in a highly confidential environment
Experience in developing and enforcing standards
Proactive and outgoing personality is a plus
Efficient multitasker who enjoys a fast-paced environment
Proficient at researching issues and problem-solving
Excellent verbal and written communication skills
Exceptional multitasking and organizational skills
Ability to prioritize in a deadline-driven environment
Service-minded and customer service focused
Self-starter able to work effectively with minimal supervision
Excellent data entry skills with a high degree of accuracy
Outstanding attention to detail and thoroughness
Adept at analyzing Information and dealing with complexity
Able to teach nonfinancial people about accounting concepts
WHAT'S IN STORE FOR YOU?
Good compensation package
HMO upon hire with 1 free dependent
Life insurance upon hire with 1 free dependent
Yearly Anniversary Incentives
13th Month pay
Equipment is on us!
Summary of role requirements:
Looking for candidates available to work on weekdays
2-3 years of relevant work experience required for this role
Working rights required for this role