Schedule: Monday to Friday, 8:30am to 5:30pm, Islandia, NY, USA, Eastern Time (with an hour unpaid break) 

Responsibilities

Firm Accounting & Financial Management

• Maintain the firm's general ledger and accounting records in QuickBooks Online (QBO).
• Manage daily bookkeeping activities, including accounts payable, accounts receivable, and bank reconciliations.
• Reconcile firm bank accounts, credit cards, and other financial accounts.
• Monitor cash flow and prepare cash management reports.
• Record and review journal entries, accruals, and adjusting entries.
• Assist with monthly, quarterly, and annual financial close processes.
• Prepare internal financial statements and management reports.

Revenue & Billing Management

• Assist with client billing and collections processes.
• Monitor work-in-process (WIP) and accounts receivable balances.
• Coordinate with firm leadership regarding outstanding receivables and collection efforts.
• Support implementation and monitoring of billing procedures.

Requirements

Technical Skills

• Required: 3+ years of accounting or bookkeeping experience.
• Required: Strong proficiency with QuickBooks Online.
• Required: Experience preparing financial statements and performing account reconciliations.
• Required: Advanced Microsoft Excel skills.
• Preferred: Experience working in a CPA, tax, bookkeeping, or professional services firm.
• Preferred: Knowledge of CCH Axcess Practice Management.
• Preferred: Experience with budgeting and cash flow forecasting.
• Preferred: CPA, CMA, or equivalent certification (or progress toward certification).
• Preferred: Experience with payroll processing and multi-entity accounting.

Professional Skills

• Strong organizational skills and sharp attention to detail.
• Strong analytical and problem-solving skills.
• Excellent time management and organizational abilities.
• Ability to prioritize multiple deadlines.

Soft Skills

• High degree of integrity and absolute ability to manage confidential financial information.
• Effective written and verbal communication.
• Process improvement mindset.

Systems, Technology & Process Improvement

• Ensure accuracy and integrity of financial data across firm systems.
• Identify opportunities to automate workflows and improve reporting efficiency.
• Utilize and maintain core applications: QuickBooks Online (QBO), Chase Online Banking, CCH Axcess Practice Management, and Microsoft 365 applications.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health insurance coverage 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.