What are the responsibilities and job description for the Bookkeeper for US Tax Firm position at About Profit?
Ideal for an organized bookkeeper with at least one year of experience working with a US-based Tax Firm.
Note : ALL applicants must complete the English grammar test to be considered for this role. Please reference full application process below.
COMPENSATION : 81,621 PH PESOS / MONTH
SCHEDULE : Full-time
Hours vary by season
CURRENTLY IN TAX SEASON HOURS :
Tax Season Business Hours (Six days per week; 55 hours per week)
Monday through Thursday
10 : 00 am - 8 : 00 pm EST
Fridays
10 : 00 am - 6 : 00 pm EST
Saturdays
10 : 00 am - 4 : 00 pm EST
LOCATION : 100% Remote
At About Profit, we are ALL about advising small business clients on maximizing their profit ability . We are one of only 60 Profit First Mastery Certified Firms in the U nited S tates . That means we are the go-to experts in cash management and profitability for savvy small business owners who have cash in the bank to correlate to their profitability .
Even though our team is global, we all work with a Staten Island hustle and a Brooklyn grind that our clients love.
Our team is growing! We need Tax and Accounting Staff to proactively manage th e ir book of business and provide mentorship and peer support to upskill the junior staff.
About Profit 's Core Values
No A
- hole s : We promote positive interactions and are free from toxic behavior.
Friendly : We create a welcoming and approachable work environment.
Personable : We are genuine and create relatable interactions within the workplace.
Staff Accountant Key Responsibilities and Success Metrics
Tax Planning Support
1 Prepare tax returns for individuals and business tax clients for a senior member of the team for review
Measure of Success : Less than 1 5 % of the prepared tax returns require rework or revisions from the senior staff
2 Prepare tax planning meeting report s (aka work paper) using for a senior member of the team ahead of the annual tax planning meeting with the client
Measure of Success : Complete 95% of assigned tax work in the budgeted time allotted for each work card in Karbon
3 Sales Tax
Step 1 : Prepare sales tax spreadsheets for review
Step 2 : P repare sales tax return for review and submission
Step 3 : Submit sales tax return online
Measure of Success : Submit sales tax returns for ALL applicable clients scheduled due date
Bookkeeping Support
1 Complete initial data entry of provided client bank statements into QuickBooks , categorize each transaction into appropriate account and reconcile the data . The expectation is to research (historical data, Google, et c...) transaction types prior to asking a senior member of the team for assistance in categorizing the transaction.
Measure of Success : 95% of transactions are categorized correctl y
2 Create journal ent ries to r econcile payroll monthly for full- service bookkeeping clients and ensure the payroll report matches with financial statements
Measure of Success : 95% of assigned clients with payroll result in matched reports
3 Prepare monthly financial statements for assigned clients including :
Measure of Success : Less than 15% of the prepared financial statements require rework or revisions from the senior staff
Qualifications
Additional Requirements :
APPLICATION PROCESS :
Salary : $81,621