Accountant/Bookkeeper & Assistant

SUMMARY:

We are seeking an organized, detail-oriented, and tech-savvy Accountant/Bookkeeper to manage tax preparation, bookkeeping, client communications, and administrative tasks. You will work directly with our lead accountant and bookkeeper to ensure timely completion of projects, accurate financial reporting, and a seamless client experience. This will be an ACCOUNTING & ADMINISTRATIVE ROLE. You must be good understanding accounting and know how to assist with workflow and deadlines.

KEY RESPONSIBILITIES:

1. Client & Project Management

-Onboard new personal and corporate clients, adding them to Financial Cents CRM.
-Track, create, and manage tax projects within Financial Cents, ensuring all deadlines are met.
-Follow up with clients and the bookkeeper to keep projects on schedule.
-Organize and maintain client records and tax documents.

2. Tax Preparation

-Prepare T1 (personal) and T2 (corporate) tax returns in TaxCycle.
-Track key tax deadlines and send reminders to clients.

3. Bookkeeping

-Categorize expenses and reconcile accounts in QuickBooks Online.
-Set up chart of accounts and manage ongoing bookkeeping tasks.
-Invoice clients and follow up on outstanding payments.

4. Administrative & Executive Support

-Manage and respond to client emails professionally and efficiently.
-Schedule meetings and manage the firm's calendar.
-Organize tax documents, receipts, and financial statements in a secure filing system.

SCHEDULE:

Ability to work night shift to match 10am to 6pm or 8am to 4pm EST with 1 hour break (Monday to Friday, or Tuesday to Saturday). This is flexible and will be agreed and finalized prior to the start date.

SKILLS:

-Accounting & Tax Knowledge: Experience with T1 and T2 tax returns, corporate bookkeeping, and general accounting tasks.
-Software Proficiency: Strong experience with TaxCycle, QuickBooks Online, Microsoft Excel
-STRONG English Communication Skills: Required for written and verbal client interactions.
-Data Entry & Detail-Oriented: High level of accuracy in tax preparation, bookkeeping, and invoicing.
-Time Management & Organization: Ability to juggle multiple tasks and meet strict deadlines.
-Tech-Savvy: Ability to navigate various accounting software and cloud-based platforms.
-Problem-Solving: Ability to troubleshoot and resolve accounting discrepancies.
-Work Independently & Remotely: Self-motivated with strong organizational skills.
-Equipment & Availability: Must have own laptop/computer, webcam, reliable WiFi

Why Join US?

-Work remotely with flexible hours.
-Competitive pay based on experience.
-Opportunity to grow within a fast-scaling tax and accounting firm.
-Supportive and collaborative team environment.
-Exposure to real estate taxation, corporate clients, and tax planning strategies.

HOW TO APPLY:

If you are a motivated, detail-oriented professional looking for a long-term role in tax and accounting, we’d love to hear from you! Please submit your resume and a brief cover letter through the portal.