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Position Overview We are in search of a diligent and proactive Bookkeeper to become an integral part of our team, specializing in Membership Assistance and Financial Services. This role revolves around providing exceptional customer service to our clients, guiding them through various aspects of their membership, and offering expert advice on financial reports, bookkeeping, and tax processes. We are looking for an ideal candidate who excels in communication, pays keen attention to detail, and is adept at managing client relationships, ensuring their success through unwavering support.
Job Responsibilities
Membership Assistance:
Customer Service
Be the initial point of contact for client inquiries, promptly and professionally addressing phone calls and emails.
Onboarding
Assist new clients through the onboarding process, ensuring a seamless transition into our services.
Free Trial Support
Provide dedicated support to clients during their free trial period, addressing questions and fostering engagement.
Cancellations
Manage cancellation requests with empathy, striving to retain clients whenever possible by understanding their reasons for cancellation.
Review Requests
Proactively request and encourage client reviews, contributing to our reputation and fostering a continuous feedback loop.
Bookkeeping & Process
Document Management:
Receive financial documents from clients and meticulously verify their completeness and accuracy.
Data Entry
Enter financial data into our systems with precision, maintaining the highest level of data integrity.
Workdrive Organization
Efficiently organize and manage our document storage system for easy retrieval and secure archiving.
Transaction Resolution
Collaborate with clients to determine appropriate categorization for unclassified transactions, ensuring accurate records.
Classification Of Transactions
Utilize bookkeeping software to precisely classify transactions, maintaining impeccable financial records.
Scheduling And Conducting Reviews
Schedule and conduct comprehensive financial report reviews with clients, explaining the significance of the reports and educating clients on financial report procedures to empower them to interpret and utilize the information effectively.
Tax Process Support
Client Education:
Thoroughly educate clients on tax processes, ensuring they grasp key deadlines, requirements, and procedures.
Tax Return Updates
Keep clients well-informed about the status of their tax returns, promptly addressing any concerns or inquiries.
1099 And W3 Tie Downs
Facilitate the accurate reconciliation of 1099 forms and W3 forms, ensuring compliance with tax regulations.
Extensions
Assist clients in filing extensions when necessary, guiding them through the process and ensuring timely submission.
Job Type: Full-time
Pay: $17.00 – $22.00 per hour
Expected hours: 40 per week
Benefits
401(k) with matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance
Work from home flexibility
Experience level: 1 year
Schedule
8-hour shift, Monday to Friday
Travel requirement: No travel
Experience
Bookkeeping: 1 year (Required)
Customer service: 1 year (Required)
Work Location: Remote
We invite enthusiastic individuals with the necessary qualifications and commitment to apply for this exciting opportunity to join our team. If you’re ready to make a positive impact and grow professionally in the field of bookkeeping and financial services, we encourage you to submit your application today.
Salary: $ 17.00 22.00 Per Hour
