Accounting Specialist Position

Position Summary

The full-time remote Accounting Specialist will be responsible for accounting and relationship management for firms primarily in the transportation and logistics, construction, healthcare and medical, government contractor, real estate, professional services, and law industries.  The work hours are Monday to Friday from 8am to 5pm EST.  The salary range is $40,000 to $60,000 and is based on experience.  Benefits include medical, dental, vision and life insurance.  Also, 401K and quarterly bonus are included.

 

Job Responsibilities

  • Client onboarding.
  • Accounts payables and receivables.
  • Bank and credit card reconciliations.
  • Create financial statements.
  • Relationship management.
  • Facilitate client meetings to provide an update on the financial health of their business, discuss and solve issues and respond to questions.
  • Special projects.

 

Requirements

  • Highly driven and thrive in a fast-pasted environment.
  • Positive and professional attitude.
  • Extremely organized and great attention to detail.
  • Clear written and verbal communication skills.
  • Excellent time management skills.
  • Ability to do work with minimal supervision.
  • Excellent technology skills and experience with Microsoft applications (i.e., Word, Excel, Outlook), Quickbooks, client collaboration tools like Liscio, and project management applications like Asana.
  • Emotional intelligence.
  • Growth mindset and willingness to learn new things.
  • Must have excellent WiFi and a private place to work.
  • A minimum of 5 years of experience in accounting.
  • A minimum of 2 years of Quickbooks.
  • Bachelors or higher in accounting or accounting related field.
  • Minimum of 1 year of CPA firm our outsourced accounting experience preferred.
  • Tax experience preferred but not required.

 

Controller Position

Position Summary

The full-time remote Controller will be responsible for managing approximately 10 full-time Accounting Specialists and performing CFO/Controller consulting to B2B clients.  The work hours are Monday to Friday from 8am to 5pm EST.  The salary range is $80,000 to $100,000 and is based on experience.  Benefits include medical, dental, vision and life insurance.  Also, 401K and a bonus based on performance are included.

Job Responsibilities

  • CFO/Controller consulting consists of cash flow monitoring, treasury management, improve internal controls, budgeting and forecasting, risk management, business valuation, asset protection, loan and credit management and financial planning (i.e., retirement, insurance, investment, asset).
  • Lead, manage, train, and hold accountable approximately 10 full-time Accounting Specialists that handle relationship management, client status meetings, client onboarding including catch-up and clean-up of accounting records, accounts payables, accounts receivables, bank and credit card reconciliations, payroll, 1099s and financial statements.
  • Onboard new hires to set them up for success and team building.
  • Facilitate weekly departmental meetings.
  • Work cross functionally to ensure all teams (i.e., Accounting, CFO/Controller and Tax) are on the same page.
  • Optimize people, processes and systems.
  • Problem solving and conflict resolution.
  • Client retention.
  • Special projects.

Requirements

  • Highly driven and thrive in a fast-paced environment.
  • Positive and professional attitude.
  • Extremely organized and great attention to detail.
  • Clear written and verbal communication skills.
  • Excellent time management skills.
  • Inspire confidence in staff and encourage them to excel.
  • Excellent technology skills and experience with Microsoft applications (i.e., Word, Excel, Outlook), QuickBooks, client collaboration tools like Liscio, and project management applications like Asana.
  • Emotional intelligence.
  • Growth mindset and willingness to learn new things.
  • Must have excellent Wi-Fi and a private place to work.
  • A minimum of 6 years of relevant accounting experience and managing staff.
  • Bachelors or higher degree in accounting or accounting-related field.
  • CPA firm or outsourced accounting experience preferred.
  • 3+ QuickBooks experience.
  • Knowledge of generally accepted accounting principles and tax regulations.

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