Accounting Specialist - $33.65 - $40.87 per hour
About the Role
This opportunity is for an Initialization Accounting Specialist responsible for handling catch-up and clean-up accounting for newly onboarded clients. The role focuses on ensuring historical financial data is accurate, complete, and ready for ongoing accounting operations and tax preparation. You will play a critical role in resolving reconciliation issues, standardizing financial records, and preparing clients for a smooth transition into long-term bookkeeping services. This position requires strong technical accounting skills, attention to detail, and the ability to communicate effectively with clients in a fully remote environment. What You’ll Do
- Design and implement structured Chart of Accounts and bookkeeping setups for new client accounts.
- Clean up and reclassify historical transactions to ensure accurate and complete financial records.
- Reconcile bank accounts, credit cards, loans, and balance sheet accounts against external statements.
- Prepare year-end workpapers and tie balance sheet accounts to prior-year tax returns.
- Troubleshoot issues within QuickBooks Online and manage third-party application integrations.
- Develop and maintain standardized workflows, documentation, and client-specific accounting procedures.
- Meet with clients to gather context, resolve discrepancies, and communicate progress updates.
- Collaborate with internal teams to transition clients into ongoing bookkeeping and accounting services.
Qualifications
- 5+ years of accounting experience with both cash and accrual accounting methods.
- Experience in public accounting or a multi-client accounting environment.
- Strong expertise in reconciliations, cleanup accounting, and balance sheet tie-outs.
- Advanced proficiency in QuickBooks Online and experience with third-party integrations.
- Experience preparing year-end workpapers and supporting tax preparation processes.
- Strong organizational skills with high attention to detail and data accuracy.
- Ability to communicate effectively with clients and lead discussions regarding financial data.
Compensation: $70,000 – $85,000 per year
Benefits
- Health, dental, and vision insurance.
- 401(k) retirement plan.
- Life insurance coverage.
- Flexible, remote-first work environment.
- Opportunities for career growth within a fast-growing accounting services organization.
- Modern technology stack with an automation-focused approach to accounting.
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