Bookkeeper

Job Title: Bookkeeper

Job Description:

We are currently seeking a diligent and experienced bookkeeper for our client. This role will play a key role in maintaining accurate financial records and supporting our client’s bookkeeping needs. They currently serve a diverse range of businesses, with the majority of their clients being trust companies.

Ideally, the successful candidate will work 20 hours per week over time. However, for the first month or two, the role may require 30-40 hours per week initially to address any existing backlogs. This role may lead to a long-term position based on exceptional performance and evolving client requirements.

Responsibilities:
– Manage bookkeeping tasks for approximately 50 client accounts using QuickBooks.
– Set up and maintain specialized chart of accounts relevant to trust companies.
– Handle journal entries for investment transactions, including stocks, bonds, and cryptocurrencies.
– Reconcile financial transactions, categorize expenses, and ensure accuracy in accounting records.
– Assist in preparing and organizing information for tax returns.

Qualifications:
– Proven experience as a Bookkeeper with expertise in QuickBooks.
– Preference for candidates with experience in US-based accounts and tax returns.
– Familiarity with investment accounting, including stocks, bonds, and cryptocurrencies.
– Strong attention to detail and the ability to perform accurate reconciliations.
– Excellent organizational and communication skills

*Note: Only shortlisted candidates will be contacted for further interviews.

About UpCierge:
UpCierge is an up-and-coming boutique firm specializing in providing high-quality virtual assistant services to a select clientele. We pride ourselves on delivering personalized and exceptional support to meet the unique needs of our clients.

We prioritize the well-being of our team members, recognizing and appreciating the unique contributions each individual brings to our company. To ensure our team stays motivated and functions optimally, we provide:
– A competitive compensation package
– Paid Time Off
– Performance bonuses
– Flexibility in working hours
– Opportunities for career advancement

If this sounds like a team that you’re interested in joining, please fill out the form on the link below. If you are shortlisted for the role, our team will be in touch.
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