Accounting & Operations Specialist

Job Description

REQUIREMENTS

• Prior remote work experience required
• Experience working in a professional services environment or firm setting required (accounting, tax, legal, financial services, insurance, wealth management, etc.)
• Strong organizational skills and attention to detail
• Excellent written communication and responsiveness
• Ability to prioritize and manage tasks independently
• Comfortable making decisions and solving problems proactively
• Strong follow-through and accountability
• Positive attitude and team-oriented mindset
• Experience with QuickBooks, Canopy, or other workflow/accounting systems is a plus

RESPONSIBILITIES

• Manage client communication and follow-up requests
• Track missing information and help keep projects moving forward
• Support bookkeeping and recurring accounting tasks
• Assist with tax return workflow and document organization
• Help improve internal systems, processes, and operational efficiency
• Coordinate priorities and deadlines across the team
• Maintain organized and accurate client records
• Identify bottlenecks and proactively recommend solutions
• Provide operational and administrative support within the firm
• Support a high-touch client experience through responsiveness and professionalism

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