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
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

Pro Connect and Quick Books Online/Desktop.
Ensure

accurate and timely financial recordkeeping , including

transaction categorization and bank reconciliations.

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

Chat GPT (or similar AI tools)

to craft

clear and insightful financial summaries

for clients.

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.

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
Quick Books Proficiency

– Strong experience with Quick Books Online & Desktop, plus Pro Connect.
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 Chat GPT 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.
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.

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