We are a growing tax and bookkeeping firm seeking a reliable, organized, and self-sufficient assistant with real bookkeeping and tax office experience. This is a remote, part-time position to start, with the potential to grow into a long-term, full-time role as the business continues to expand.
This role is ideal for someone who wants stability, consistency, and the ability to grow within a business.
Schedule
Part-time to start:
Monday–Thursday | 10:00 AM – 3:00 PM
If/when full-time:
Monday–Friday | 9:00 AM – 5:00 PM
This position is part-time to start and may transition to full-time on or after February 1, based on workload and performance.
Hours may increase to full-time during tax season and may later adjust based on workload and business needs.
Availability during these hours is required.
Remote Work Requirements (Non-Negotiable)
You must have a private, quiet workspace/office
Reliable high-speed internet
A computer/laptop you can work from (not phone-only)
Ability to make/receive client phone calls without background noise
You must be able to work undistracted during scheduled hours
Experience Required (Not Entry-Level):
You must already have experience with:
Bookkeeping (QuickBooks Online required)
Transaction categorization & bank/credit card reconciliations
Tax office support (organizing client documents, basic tax prep assistance, notices, transcripts, transcripts, follow-ups, etc.)
Calling clients and communicating professionally by phone
Professional written communication (email/text)
Working independently with minimal hand-holding
What This Role Includes:
Calling clients to request documents and follow up
Accurately answering basic client tax questions by phone
Calling IRS to order information
Bookkeeping and administrative support
Managing tasks, checklists, and deadlines independently
What We’re Looking For:
Highly organized and detail-oriented
Comfortable and confident on the phone
Self-sufficient and dependable
Professional, calm, and clear communicator
Interested in a long-term opportunity with room to grow
Important Notes:
- This is a drug-free workplace
- Trial period 30-60days
- Opportunity to grow into full time with expanded responsibilities
This position is not suitable for:
Entry-level applicants
Individuals juggling multiple full-time roles
To Apply (Instructions Matter):
Reply with all of the following:
A copy of your resume (PDF Format only. Word doc resumes will not be reviewed)
Briefly describe your bookkeeping experience
Briefly describe your tax office experience
Confirm you are comfortable making client phone calls
Your current availability
Answer this question:
What does “reconciling an account” mean to you?
Applications that do not follow instructions will not be reviewed
