Job Overview

You will serve as a junior bookkeeping associate working directly alongside our client's experienced tax professionals to support their expanding client base. You'll handle day-to-day transaction entry and account maintenance in QuickBooks Online while the team provides guidance on classifications and client-specific requirements. This is a collaborative role where you'll help provide fraud prevention and financial oversight for high-profile clients, alerting them immediately to unusual activity. Your attention to detail and human judgment will be essential as the firm scales this service offering across their established client database.

Client Overview

Our client is an established tax and financial services firm based in California, serving over 400 clients annually including dozens of elite athletes. They've been providing expert tax services for over 10 years and are now expanding their bookkeeping and oversight services to meet growing client demand.

Schedule

• Monday - Friday, 9:00 AM - 6:00 PM Pacific Time, with 1 hour unpaid break (40 work hours per week)

Responsibilities

• Process and input banking transactions for multiple clients in QuickBooks Online
• Classify financial transactions according to client-specific needs and team guidance
• Monitor client accounts on a daily basis to identify unusual or suspicious activity
• Alert clients immediately when transactions fall outside normal patterns as part of fraud prevention services
• Maintain accurate financial records and support the preparation of financial statements
• Collaborate with the tax team to ensure proper classification and account management
• Assist in managing bookkeeping workload for an expanding client base of 400+ accounts
• Provide human oversight and quality checks on financial data to catch computational errors

Requirements

• Minimum 3-5 years of hands-on bookkeeping experience
• Proficiency with QuickBooks Online required
• Strong attention to detail with ability to spot errors and anomalies in financial data
• Ability to follow client-specific procedures and classification requirements
• Reliable internet connection and professional remote work setup

Nice to have

• Bonus if you have experience working with high-net-worth individuals or professional athletes
• It helps if you have a background in tax or accounting firms
• Bonus if you're familiar with fraud detection or financial monitoring practices

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage

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.

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