Work Schedule: Working Hours: 8:00 am-5:00 pm EST
About the Role:
This role will be focusing on the Short-Term Rental (STR) Property Manager segment of our business with the goal of providing a great initial experience with our company to new clients and delivering their files to our production team with clean books and a fully functioning software environment. We offer strategic and operational support to property managers in the short-term rental space, including bill pay, owner statements, and trust accounting. The company is seeking an experienced client-facing bookkeeper, who is looking for a new challenge in a flexible, full-time role.
Job Responsibilities:
What Your Day-to-Day Will Look Like
– Lead client engagement during the onboarding phase.
– Request and organize initial financial data from new clients. This typically includes access to the following data: accounting software, banking and credit card data, and other industry-specific software (e.g. Airbnb, VRBO, Stripe).
– Set up and link all banking, credit card, payroll, etc. software inside of clients QBO.
– Configure short-term rental-specific bookkeeping software (VR Platform).
– Cleanup of clients’ financial records, which may involve catch-up/clean-up bookkeeping tasks such as refining balance sheets and conducting precise bank account reconciliations.
– Customize recurring weekly and monthly workflows as needed and hand off clients to production staff.
– Recommend improvements and consistencies in the STR bookkeeping workflows across Keystones clients.
Job Requirements:
What You Need to Succeed
– Preferred: Bachelor’s degree in Accounting, Finance, or related fields.
– Extremely well-organized and detail-oriented. Loves being in the details to make sure the complete picture is captured.
– Ability to handle multiple tasks and priorities simultaneously.
– Experience working with QuickBooks Online Pro Advisor is a plus.
– Previous experience with a bookkeeping/accounting firm in a client-facing role.
– Comfortable with technology and learning new software.
– Excellent verbal and written communication skills. Comfortable leading call/zoom with new clients.
– Loves a checklist and driving tasks across the finish line.
– Effective communication – able to explain complex concepts in simple, easy-to-follow terms.
– Customer friendliness – enjoy helping others and working collaboratively to reach a solution.
– QuickBooks Online experience
Why Join Us?
– Flexible, remote work environment
– Competitive salary
– Paid time off (15 PTO, 5 sick days)
– Work equipment allowance
– Opportunity for professional growth through exposure to cutting-edge bookkeeping practices
Click the link here to apply: /sagan/job/L8R5WY4R
APPLY FOR THIS JOB:
Company: Sagan World
Name: Kim L
Email: