Accounts Specialist

2 weeks ago


Plano, Texas, United States Global CFO LLC Full time
Company:
Global CFO LLC

Position:
Bookkeeper / Junior Accountant

Location:
Remote (US)

Qualifications:
Degree preferred

Experience:
Minimum of 3 years

Compensation:
Up to $70,000 annually

About Global CFO LLC:
At Global CFO LLC, we emphasize meticulous attention to detail, exceptional customer service, and a superior experience for every project. Our focus is on delivering value rather than competing on price, ensuring that we maintain high standards without cutting corners.

Position Overview:
Global CFO LLC provides comprehensive accounting services to small businesses across the United States, specializing in payroll, tax, and bookkeeping functions. Our commitment is to exceed expectations in tax and accounting services, aiming to be the most trusted advisor for our clients.

Key Responsibilities:
  • Oversee QuickBooks Online bookkeeping and accounting for 40-70 small business clients.
  • Proactively manage monthly tax planning and filing.
  • Take ownership of operations to ensure accuracy, timeliness, and quality.
  • Analyze financial statements to support tax planning and management decisions.
  • Be prepared to work overtime during the tax season (January-April).
  • Maintain a strong focus on accuracy and timeliness in managing bookkeeping and tax planning.
  • Possess a solid understanding of tax codes and personal/business tax returns.
  • Demonstrate knowledge of debits, credits, financial statements, double-entry bookkeeping, and cash flow analysis.

Essential Skills:
  • Strong interpersonal and customer service skills.
  • Ability to communicate clearly and concisely, both verbally and in writing.
  • Capacity to manage multiple projects simultaneously with professionalism.
  • Ability to handle constant interruptions effectively.

Additional Requirements:
  • A college degree is preferred, though relevant experience may be considered.
  • Excellent interpersonal and customer service skills.
  • Strong verbal and written communication abilities.
  • Proficiency in managing concurrent projects with ease.


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