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Location:  US Locations; 100% Remote

Must be eligible to work in CA, ID, WY, TX, TN, WA, or IL.  This position is fully remote, work from home.

Job Summary:

Responsible for setting up and performing all client services for assigned implementation clients in a timely, complete and accurate manner while client is in implementation. Supervises other implementation specialists and checks their work. Services include, but are not limited to: bookkeeping and related services; client support services; payroll administration; sales tax filing; chart of accounts conversions.

Essential Job Functions:

Below include the fundamental tasks and duties to be completed by the inidual holding this position for all assigned clients:

• Hours and Workspace:
  • This position requires dedicated, uninterrupted work hours during normal business hours from 8:30am to 5:00pm Monday through Friday. Implementation Specialists are required to provide a quiet, professional work space including a desk, chair, and dedicated wired internet connection (not WiFi) to conduct their responsibilities.
• Client Setup & Services:
  • Bookkeeping services in QuickBooks Desktop, QuickBooks Online and other platforms:
    • Configuration of accounting software
    • Data entry
    • Discovery of relevant bank accounts, loans, and other balance sheet accounts
    • Accounts receivable
    • Accounts payable
    • Reconciliations
    • Monthly and annual closing procedures, reporting and journal entries
    • Preparation of monthly, quarterly, annual financial statements
  • Related Bookkeeping Services:
    • Preparation of supplemental reports
    • Check runs
    • Payment processing
    • Historical back-work
    • Chart of accounts conversions
  • Responsible for reviewing other team members’ work.
    • Client support services
      • Acting as the primary point of contact for assigned clients during implementation process
      • Being available to clients throughout the implementation process for support services upon request. Such services may include:
        • Responding to client questions by phone or email
        • Special projects
        • Audit support
      • Payroll administration
        • Personnel changes (new hire, existing employee changes, and other)
        • Retrieval and calculation of employee hours, as applicable to client
        • Processing of payroll with third party payroll service provider
        • Generating and sending payroll reports to client
      • Sales Tax Filing
        • Submit required sales tax filing forms and process sales tax payment utilizing POS or other records
        • Save all supporting documents and workpapers to the client folder
      • Additional services as applicable
    • Data Collection, Archiving and Documentation
      • Save all documents used in the course of services provided whether retrieved from third party (such as: bank, payroll provider, Google drive, and so on), directly from the client or internally calculated onto company shared drive.
      • Obtain from client or other sources sufficient support for work completed
      • Document nonstandard processes and critical client information in client workbook
      • Update tasks completed in the Portal and task management schedules throughout the day
    • Ensure that all client services are completed accurately and completely on or before deadlines

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Excellent interpersonal, analytical, and problem solving skills.
• Excellent time management skills, organizational skills and attention to detail.
• Ability to prioritize tasks and meet deadlines.
• Ability to act with integrity, professionalism, and confidentiality.

Physical Requirements:

• Prolonged periods of remaining stationary at a desk and working on a computer.
• Must be able to move boxes weighing 15-25 pounds at times.

Location: US Locations Only