Client Accounting Assistant

Job Description

REQUIREMENTS

• Strong attention to detail
• Excellent organization and time management skills
• Ability to follow structured workflows
• Clear and professional written communication
• Dependable and self-motivated in a remote environment
• Tech-comfortable and eager to learn new systems
• Must be a U.S. resident and legally eligible to work in the U.S.
• Must pass a background check
• Alignment with our values: integrity, professionalism, practicality

RESPONSIBILITIES

• Enter financial data into QuickBooks Online and/or Xero
• Categorize routine transactions and match bank transfers
• Upload and organize client documentation within the accounting software
• Request missing information from clients using templates
• Maintain organized notes and ensure client files remain up-to-date
• Assist with preparing client files for monthly reporting cycles
• Support cleanup or catch-up work under the direction of a Client Accounting Specialist
• Follow established workflows and checklists
• Flag unusual or unclear transactions for review
• Attend the weekly Monday meeting and participate in CAS 1:1 calls as requested
• Participate in onboarding and ongoing training

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