Job Description

Job Summary\nThe Bookkeeper will be responsible for accounting and recordkeeping functions for a portfolio of small businesses. This role focuses on managing bookkeeping with Xero, data reconciliation, expense classification and preparation of financial information for tax reports. This is an excellent opportunity for someone with bookkeeping experience who wants to grow into an accounting role working alongside a fractional CFO.\nResponsibilities\nPerform monthly bookkeeping for 510 client accounts using reclassification.\nEnter financial data into tax preparation software during tax season.\nAssist in the preparation and reporting of quarterly and year-end taxes.\nFollow up on changes in clients' businesses (employees, contractors, equipment purchases, etc.).\nMaintain updated information to comply with federal and state requirements.\nProactively communicate with clients (primarily in Spanish) to request missing information and provide updates.\nAssist in processing and payroll review as the role evolves.\nInvestigate tax credits, compliance requirements and procedures before IRS/state agencies.\nContribute to internal process improvements as the business grows.\nRequirements and skills\nB2 level (required).\n2 years as a Bookkeeper.\n6 months in accounting support roles beyond bookkeeping (required).\n6 months in tax preparation or use of tax software.\nManagement of accounting software (Xero or QuickBooks required).\nSolid knowledge of expense classification and financial transactions.\nAbility to work with multiple accounts simultaneously and meet monthly deadlines.\nProactivity, autonomy and organization.",