Bookkeeper + Admin Support Specialist

Role Overview

We are looking for a dependable and detail-oriented Bookkeeper + Admin Support Specialist to join our team. This role blends bookkeeping and accounting duties with administrative support to ensure smooth operations for both clients and the firm.

The ideal candidate has 3–5 years of bookkeeping/accounting experience along with at least 3 years of customer service and administrative support experience. You should be confident in financial data management, skilled in client communication, and comfortable handling calendar management, scheduling, and follow-ups.

Key Responsibilities

Bookkeeping & Accounting

Record and maintain financial transactions (purchases, sales, receipts, payments).

Perform account reconciliations for bank and credit card statements.

Assist with payroll processing and related filings.

Prepare monthly/quarterly financial reports for review.

Maintain organized and accurate financial records.

Data Entry

Enter and update financial and administrative data with accuracy.

Maintain spreadsheets, client databases, and internal trackers.

Ensure consistency and compliance in all records.

Administrative & Client Support

Manage calendars, schedule meetings, and send reminders.

Handle client communication with professionalism and clarity.

Support email and document management.

Assist with CRM/TaxDome updates and task tracking.

Provide general administrative support to leadership and tea ---------- mbers.

Qualifications

3–5 years of bookkeeping/accounting experience.

Minimum 3 years of customer service and administrative support experience.

Strong data entry skills with high accuracy.

Proficiency in QuickBooks Online (required).

Skilled in Microsoft Office (Excel, Word, Outlook).

Excellent written and verbal communication skills.

Highly organized with the ability to prioritize and manage multiple tasks.

Strong attention to detail, integrity, and confidentiality.

Skills We Value

Reliability and accountability.

Clear, confident client communication.

Ability to manage multiple responsibilities with accuracy.

Professional, solutions-focused mindset.

Team player with a positive attitude.

Perks & Benefits

Remote and flexible work environment.

Opportunities for professional growth and development.

Supportive, mission-driven team culture.

Play an important role in helping clients succeed financially.