FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong proficiency in QuickBooks and financial tracking, with a focus on maintaining accurate financial records and supporting tax preparation activities. Exhibits excellent organizational skills and attention to detail in managing both business and personal financial information.
Highest-signal resume keywords
QuickBooks ExpertiseFinancial Tracking and ReportingTax Preparation SupportStrong Spreadsheet SkillsAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
BookkeepingAccountingFinancial AdministrationFinancial ReportingRecord KeepingReconciliationDiscrepancy IdentificationFinancial Documentation OrganizationTax-Related TrackingFinancial Analysis
Soft Skills
Attention to DetailOrganizational SkillsTime ManagementConfidentialityProactive Communication
Tools & Technologies
QuickBooksHousecall ProMicrosoft ExcelGoogle SheetsMicrosoft OfficeGoogle Workspace
Industry Keywords
Financial Records ManagementTax PreparationFinancial TransactionsBusiness Financial ActivityPersonal Financial Management
About the role
Key responsibilities & impact- Maintain and organize business financial records in QuickBooks
- Record, categorize, and monitor business income and expenses
- Review financial transactions for accuracy and completeness
- Maintain accurate and up-to-date financial information
- Track accounts, expenses, payments, and other financial activities
- Assist with reconciliations and identify discrepancies or missing information
- Organize financial records and supporting documentation
- Prepare basic financial reports and summaries as requested
- Monitor financial activity and flag unusual or outstanding transactions for review
- Organize and track the client's personal financial information
- Maintain records of personal financial transactions and documentation
- Organize receipts, statements, and supporting financial documents
- Maintain spreadsheets or other financial tracking systems
- Keep business and personal financial information organized and separated
- Organize financial records and documentation needed for tax preparation
- Compile income, expenses, receipts, statements, and other relevant financial information
- Maintain tax-related trackers and supporting documentation
- Assist with identifying missing records or documents needed for tax preparation
- Coordinate information and documentation with the client's tax professional or accountant
- Support year-end financial organization and tax-preparation activities
- Maintain financial tracking spreadsheets and reports
- Update financial information regularly and ensure records remain organized
- Track business and personal financial activity as directed by the client
- Identify discrepancies, missing information, or unusual transactions and bring them to the client's attention
- Provide organized summaries of financial information when requested
- Help improve and maintain efficient financial tracking processes
- Review financial or customer information within Housecall Pro, if required
- Cross-reference relevant business transactions between Housecall Pro and QuickBooks
- Identify discrepancies or missing information between systems
- Maintain accurate financial records based on Housecall Pro information
- Provide administrative and financial support for tax preparation without independently providing tax advice or making tax-related decisions unless appropriately qualified and authorized
- Perform services professionally according to agreed timelines, guidelines, and deliverables
- Work 10 hours per week, Monday through Friday, with flexible PST scheduling
- Operate under a Master Services Agreement and Statement of Work
Requirements
What you’ll need- Intermediate to Senior-level finance, bookkeeping, or accounting experience preferred
- Strong QuickBooks experience required
- Experience with financial tracking and reporting required
- Experience supporting tax preparation strongly preferred
- Bookkeeping or accounting experience preferred
- Experience managing both business and personal financial records is a plus
- Housecall Pro experience is a plus
- Strong spreadsheet skills required
- Excellent attention to detail and accuracy
- Ability to handle confidential financial information professionally
- Experience working independently in a remote environment preferred
- Experienced in bookkeeping, financial administration, or accounting support
- Strong hands-on experience with QuickBooks
- Detail-oriented and highly organized
- Comfortable handling confidential business and personal financial information
- Strong attention to accuracy when working with financial records
- Able to identify discrepancies and missing information
- Comfortable working independently with minimal supervision
- Proactive in following up on incomplete or missing financial documentation
- Strong organizational and time-management skills
- Able to maintain clear and organized financial trackers
- Comfortable learning and working across multiple financial and business systems
- Good written English communication skills
- QuickBooks
- Housecall Pro – Preferred / Possible Requirement
- Microsoft Excel or Google Sheets
- Microsoft Office / Google Workspace
- English language preference
- Level A-C accent preference (Good written English)
Benefits
Comp & perks- Competitive rates
- Weekly payments
- Various open roles are available
- Free training and upskilling
- Constant support and guidance
- A vibrant community always ready to support you
- Flexible daily working time
- Remote work
- 10 contracted hours per week