us BookkeeperMarketect Media

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
Coordinate 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
Monthly
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
Weekly/Daily
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
As needed
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
Ideal Profile:EXPERIENCE AND SKILLS REQUIRED:
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
Tech Requirements:
Computer - at least i5 or equivalent with 8gb RAM
Internet Speed - At least 50 MBPS Download speed
Marketect Media

Philippines
Permanent
Full-time