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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in bookkeeping and accounting practices, including proficiency in QuickBooks Online and strong organizational skills. Capable of managing client accounts independently while ensuring accurate financial reporting and effective communication.
Highest-signal resume keywords
Bookkeeping ExperienceQuickBooks OnlineSales Tax KnowledgeClient CommunicationAttention 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
BookkeepingAccountingBank ReconciliationJournal EntriesFinancial StatementsSales Tax ReturnsPayroll Tax ProcessesWorkflow ManagementTask Management
Soft Skills
Organizational SkillsDependabilityClient-Service MindsetInitiativeCommunication Skills
Tools & Technologies
QuickBooks OnlineExcelMicrosoft TeamsCloud-Based ToolsAccounting Software
Industry Keywords
Financial ReportingYear-End CloseBusiness FilingsClient Management
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Maintain bookkeeping records for small business clients
- Prepare bank and credit card reconciliations
- Record journal entries and assist with monthly financial statements
- Prepare sales tax returns and related filings
- Assist with year-end close and required business filings
- Communicate with clients and internal team members regarding assigned work
- Support tax preparation and other accounting-related projects as needed
- Work closely with assigned CPAs to ensure accurate and timely financial reporting
- Work independently with clients and address client-related matters
- Record responses to initial interview questions through a Loom video
Requirements
What you’ll need- 2+ years of bookkeeping or accounting experience with a US firm
- QuickBooks Online experience is required
- Strong attention to detail and organizational skills
- Dependable and able to manage deadlines effectively
- Comfortable using accounting software, Excel, Microsoft Teams, and general office technology
- Strong English Language skills
- Professional communication skills with a client-service mindset
- Knowledge of sales tax and payroll tax processes is a plus
- Ability to learn quickly and grow into independently managing client accounts
- Experience with workflow and task management software
- Ability to take initiative and onboard quickly with minimal supervision
- Must be comfortable using Microsoft Teams and other cloud-based tools
Benefits
Comp & perks- Directly work with clients, communicate with them, provide services, and independently address client-related matters
- Payments for services handled directly by the client; salary paid directly to you
- Vacation leaves and holidays subject to client policies, preferences, and business needs
- Loom video application/interview process
- Opportunity for mentorship, growth, and long-term career development
- Opportunity to grow into independently managing a portfolio of clients