Overview

Join a premier Texas-based financial planning firm dedicated to high fiduciary standards and client-first solutions. We are looking for a detail-oriented professional to manage our essential financial records and support our mission of transparency and integrity.

Schedule: 8:00 AM to 5:00 PM Central time (With 1-hour unpaid lunch break)

Responsibilities

• Maintain accurate financial records by recording purchases, sales, receipts, and payments using QuickBooks or Xero
• Process accounts payable and accounts receivable, including vendor payments, invoicing, and collections
• Perform bank and credit card reconciliations to identify discrepancies
• Assist in preparing financial reports such as balance sheets, income statements, and cash flow statements
• Support payroll processing by maintaining employee records and tracking hours worked
• Assist with budgeting and forecasting by gathering financial data
• Handle financial information with strict confidentiality and ensure data privacy compliance
• Support the finance team with ad-hoc bookkeeping and accounting tasks

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• 1–2 years of experience using QuickBooks or Xero preferred
• Strong understanding of bookkeeping and accounting principles (debits, credits, journal entries, financial statements)
• High attention to detail with strong numerical accuracy
• Excellent organizational and time-management skills
• Strong analytical skills to review financial data and identify trends
• Proficiency in Microsoft Excel, Word, and related applications
• Good written and verbal communication skills
• High ethical standards with the ability to maintain confidentiality
• Ability to work collaboratively as part of a team

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance for eligible locations

Note

Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.