08 mar
Select Assistants
Perú
Are you a proactive, detail-oriented accountant who thrives in a fast-paced environment? Do you love keeping financials organized, preparing tax returns, and helping clients truly understand their numbers ? If you’re looking for a remote opportunity where you can take ownership of your work and grow into a leadership role, this is it.
Our client, a fast-growing New York-based accounting firm , is on a mission to provide high-quality, proactive bookkeeping and tax services . They are looking for a sharp, reliable, and experienced Remote Tax & Bookkeeping Specialist to join their team and play a key role in managing client finances with precision and clarity .
The Role
What You’ll Be Doing
1. Bookkeeping & Tax Preparation
- Handle full-cycle bookkeeping for a variety of clients, primarily single-member S-Corps .
- Prepare and file corporate and personal tax returns using ProConnect and QuickBooks Online / Desktop .
- Ensure accurate and timely financial recordkeeping , including transaction categorization and bank reconciliations .
2. Financial Reporting & Analysis
- Generate and send out monthly financial reports during the first week of every month.
- Use Excel and Office 365 to create financial summaries and reports.
- Utilize tools like ChatGPT (or similar AI tools) to craft clear and insightful financial summaries for clients.
3. Client Communication & Financial Advisory
- Join client calls and video meetings to discuss financial reports and tax strategies.
- Explain financial data in simple, easy-to-understand language so clients can make informed decisions.
- Work with charity-referred clients , helping them gain financial clarity and confidence.
4. Leadership & Growth Opportunities
- Over time, take on more management responsibilities , including overseeing the bookkeeping team.
- Collaborate with the existing team to improve internal workflows and efficiency .
- Contribute to a fast-moving firm that values proactive financial management rather than reactive accounting.
Ideal Profile
What Makes You a Perfect Fit
- QuickBooks Proficiency – Strong experience with QuickBooks Online & Desktop, plus ProConnect.
- Tax & Bookkeeping Expertise – Ability to handle full-cycle bookkeeping and tax preparation independently.
- Strong English Communication Skills – Comfortable speaking with clients and explaining financials clearly.
- Tech-Savvy & Analytical – Skilled in Excel, Office 365, and open to using AI tools like ChatGPT for financial analysis.
- Proactive & Detail-Oriented – Able to anticipate needs, identify discrepancies, and take initiative.
- Leadership Potential – Willing to grow into a management role and oversee the bookkeeping team over time.
- Independent & Remote-Ready – Comfortable working remotely while maintaining strong collaboration with the team.
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If you’re an experienced accountant who’s ready to take ownership, work remotely, and grow with a dynamic team, we want to hear from you.
What's on Offer?
- Work From Home – No commute, no office politics—just you and your expertise, making a real impact.
- Growth Opportunities – Join a fast-growing firm with room to advance into a leadership role.
- Proactive, High-Quality Work – Work with a firm that values efficiency, organization, and financial clarity.
- Client-Facing & Meaningful – Help businesses understand their finances and make smarter decisions.
Muestra tus habilidades a la empresa, rellenar el formulario y deja un toque personal en la carta, ayudará el reclutador en la elección del candidato.