Bookkeeper II

Bookkeeper II

Location: Remote, Hybrid, or Onsite (Draper or Lindon, UT)

Job Type: Full-time. Monday - Friday with flexible start times to help you balance your life outside of work with your career

Salary:$50,000-55,000*

• Compensation is based on experience, scores on skills assessments, education, and credentials.

Overview

At Incite Tax, they value bookkeeping professionals who want meaningful work, fair compensation, and a healthy work-life balance. As a Bookkeeper II, you'll support client accounting, help clients achieve financial resilience, and contribute to a positive team culture. Incite Tax seeks dependable, detail-oriented individuals who care about clients and coworkers, take initiative to improve processes, and thrive in a collaborative, purpose-driven environment.

About Incite Tax

At Incite Tax, they're not afraid to say it, the IRS sucks They take too much of people's hard-earned money, and Incite Tax is here to help stop that. They work with small business owners to understand their numbers, make smarter decisions, and keep more of what they earn.

Incite Tax built their company on one simple belief: you shouldn't have to choose between a successful career and a real life. With flexible schedules, honest communication, and a culture that supports work-life balance, you can grow your career while still having time for family, hobbies, and sanity.

Responsibilities/ What You'll Do

• Data Entry Bookkeeping: Perform accurate data entry bookkeeping work for multiple clients to maintain organized and up-to-date financial records.
• Accounting Support: Provide support to accountants by assisting with bookkeeping tasks, reconciliations, and other financial processes.
• Bookkeeping Report Preparation: Pull bookkeeping and financial reports for clients to ensure timely and accurate reporting.
• Client Report Distribution: Send bookkeeping and financial reports to clients upon request, ensuring clear and professional communication.
• Year-End Bookkeeping Projects: Assist with year-end bookkeeping tasks, including reconciliations, report preparation, and project completion under accountant supervision.
• Training Participation: Attend weekly training meetings to strengthen bookkeeping knowledge and stay aligned with company standards and best practices.
• Process Improvement & Efficiency: Identify opportunities to streamline bookkeeping processes, improve accuracy, and enhance overall efficiency.

• 1–2 years of bookkeeping or accounting education (required)
• Strong attention to detail and organizational skills
• Experience with QuickBooks or similar accounting software (preferred)
• A proactive attitude and willingness to learn.
• Adaptable to change and comfortable working independently in a dynamic environment
• Ability to answer client questions using laymen's language
• A team player who appreciates a lighthearted culture (dad jokes welcome).

Benefits

• Comprehensive health insurance
• 401K with employer match
• Paid Time Off (PTO)
• 14 paid holidays (including Christmas Eve through New Year's Day)
• Opportunities for professional development and career growth
• Casual dress code (jeans and t-shirts encouraged)
• Supportive culture that values work-life harmony and employee well-being

Why Join Incite Tax?

At Incite Tax, you won't just clock in for a job, you'll build a career with people who actually care about your growth, balance, and well-being.

• Balance: Reasonable hours year-round (yes, even during tax season)
• Growth: A clear, accelerated path to leadership and ownership
• Flexibility: Work as a remote accountant or enjoy a hybrid schedule that fits your life
• Culture: A positive, collaborative team that values people as much as performance

Our Application Process

Ready to grow your bookkeeping career with a firm that respects your expertise and time? Apply today to join our team

Here's what our hiring process looks like:

• Online Application
• Skills and Competency Assessment
• Initial Google Meet Interview
• Team Fit Interview