Office Manager/Bookkeeper (PT)- MD|VA|FL|TX|AZ

ABOUT THE POSITION

This position is PART-TIME| W-2 Employee | Monday - Friday |~15-20 hours per week . Flexible between 7AM - 6PM EST.

Location: 100% remote, HOWEVER, you must reside in and work from MD, VA, FL, AZ, or TX where we are registered.

Independent contractors will not be considered for this opportunity.

This roles wears many hats... Full Charge Bookkeepr, Client Relations Specialist, and Human Resources coordinator. The ideal candidate will provide bookkeeping, reconciliation, G/L account analysis, and month end closings using prior bookkeeping experience. A key aspect of Client Relations is understanding accounting just a little bit more than the client does. This team members able to translate data requests from the accountants to the clients is a must. This position requires payroll processing and benefit administration to make sure the firm's greatest assets, its team members, are compensated adequately and on time. The Office Manager/Bookkeeper performs quarterly and year end closing processes that support financial reporting, tax preparation, and compensation analysis for the firm. Coordination with specialized HR specialists to accomplish specific tasks is expected in this role. Experience working with confidential information is highly valued.

Responsibilities for our 5-member team:

INTERNAL ACCOUNTING SUPPORT

• Provide administrative support for all financial functions within the firm
• Keep financial data entry and recordkeeping up to date
• Prepare and process financial documents, such as invoices and expense reports
• Close the firm's books monthly, including bank and credit card reconciliations
• Perform quarterly and year end close and reporting
• Coordinate and resolve issues with vendors and consultants
• Conduct research and gather data for financial analysis and reporting
• Maintain organized filing systems for financial documents and records
• Assist with proofreading and editing financial reports and correspondence
• Process firm's payroll online
• Record adjusting entries in the accounting system
• Prepare and process employee-related financial documents and reporting

HUMAN RESOURCES

• Maintaining employee records
• Onboard and offboard employees
• Preparing compensation analysis and submit retirement reporting
• Review and update policies, as needed
• Working with outside Human Resource vendors for more specialized tasks
• Prepare employee communications involving benefits and payroll

CLIENT RELATIONS

• Serves as a “Gatekeeper” for all other members of the CAS team by handling routine emails, telephone calls and other direct communications received from CAS clients
• Reviews and assists with scheduling of Service Order and support requests received from clients
• Supports/assists with routing of Service Order requests to Client Acquisition, to Client Support or to the 3rd party software solution vendor where appropriate
• Scheduling and confirmation of weekly, monthly, and other virtual/phone meetings for the CAS team, with related telephone and electronic client communications
• Prepare and demonstrate technology solutions
• May participate as part of the Marketing meetings and manage firm blog posting on social media sites, including assisting with the gathering of industry information and development of content
• Direct contact with 3rd party vendors for routine client account and support matters
• CRM database records maintenance and updates with periodic “deep clean-up”
• Director of Client Celebrations and Rewards
• Liaison with client acquistion and marketing
• Assist in proposal development
• Assist with client communications and management to support the CAS practice area staff

Qualifications:

• Associates Degree
• 5+ years' booking experience using accounting software
• 2+ year's experience handing payroll and other confidential employee information.
• Prior experience in a customer/client service role, preferably including both business-to-business support and individual consumers
• 1+ year of working remotely without missing deadlines or compromising work quality.
• Intermediate/advance Excel 2013+ user, including knowledge of tips and tricks
• 2+ years working experience with Microsoft 365 including Word, Outlook, SharePoint, Adobe, online applications, mobile apps, plugins, digital collaboration tools and video/virtual conferencing platforms.
• Prior experience communicating task status and issues using task management applications.
• Experience figuring out how to use most business software applications, using tutorials or self-taught.
• Ability to handle confidential information with discretion

Key Success Factors:

Analytical. Quick learner. Great communicator. Eye for details. Time management. Self-driven. Strong interpersonal and relationship building. Team player with a positive "can-do” approach. Early adopter of technology.

About CJA

We like to be different. Not only do we differentiate ourselves from other firms in the level of service we provide, but all in the overall culture and atmosphere of the firm. From the “CJA way” to our team members, this is what makes us a special place to have a career.

Cheryl Jefferson & Associates is a micro (5 team members), dynamic, consulting-driven boutique CPA firm with clients and professionals across the US. We have been 100% remote since 2015.

Whether it is a bookkeeper who wants to become a CPA or a bookkeeper who just likes being a bookkeeper, we strive to make sure our team is the best at what they do or want to do. Our work is multi-faceted, where providing advice and training is central to the services we provide our clients as well as internally. Now, you won’t get a lot of handholding. We are big on making you think about what you are doing and pulling out the knowledge you have. We are highly selective of our clients (and employees), so that everyone enjoys and appreciates the work we do. We believed in work-life balance before it was fashionable. That’s why we offer 3 weeks of PTO to all new hires. We encourage everyone to turn off their work emails and notifications after work hours. We don’t require mandatory weekend hours, even during busy season.

We pride ourselves in being as tech savvy as CPA firms go. We make use of the latest technology to advise and train clients, monitor projects, and keep the entire team involved in on-time delivery of results. We are results-driven. Our focus is EXTRAordinary Client Service. We only hire people with can-do attitudes and crazy initiative. Why do our clients love us? Because we understand their unique businesses, we are proactive problem solvers, and we overcome challenges to deliver on time.

Highly collaborative team environment. We like calls with video and screensharing.

Our work is more often than not, but we respect time off.

Technology is a big deal.

We frown upon micro-managing, excessive hand holding, lack of communication, or poor-quality service to our clients.

Determine if you meet our Work from Home requirements, prior to applying. https://www.cjeffersoncpa.com/careers/#custom-tab-0-wfh-requirements

Job Type: Part-time

Pay: $24.00 - $27.00 per hour

Expected hours: 15 – 20 per week

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Professional development assistance
• Retirement plan

Schedule:

• Day shift
• Monday to Friday
• No nights
• No weekends

Application Question(s):

• Do you meet our work from home (WFH) requirements? *[https://www.cjeffersoncpa.com/careers/#custom-tab-0-wfh-requirements]
• In which state do you reside?*

Education:

• Associate (Required)

Experience:

• working remotely without missing deadlines: 1 year (Required)
• Microsoft 365 (Word, Outlook, Sharepoint): 2 years (Required)
• Intermediate Excel (vlookup, etc): 2 years (Required)
• full-charge bookkeeping: 5 years (Required)
• payroll processing: 2 years (Required)
• business accounting system: 5 years (Required)
• Benefits administration: 2 years (Required)
• Customer relationship management: 1 year (Required)

Shift availability:

• Day Shift (Required)

Work Location: Remote