Job Overview 

We are seeking a detail-oriented Bookkeeper & Tax Data Entry Specialist to manage client financial records using QuickBooks Online and support tax preparation through accurate data entry. This role involves bookkeeping, account reconciliations, accounts payable/receivable management, and processing tax documents in Intuit ProSeries. The ideal candidate is highly organized, accurate, and experienced in handling financial and tax-related data.

Schedule:

Schedule: 20 hours/week - Monday to Friday, Flexible between 9:00 AM - 5:00 PM, Maine time
EST

Responsibilities

Quickbooks Online

• Maintain and update client bookkeeping files to ensure accurate financial records.
• Utilize QuickBooks Online to manage day-to-day accounting tasks.
• Set up and maintain the Chart of Accounts for proper financial reporting.
• Perform Balance Sheet adjustments and ensure accurate reconciliation of accounts.
• Manage Accounts Receivable and Accounts Payable, including invoicing and payment tracking.
• Match bank deposits to invoices to ensure proper revenue recognition.
• Reconcile accounts and resolve any discrepancies in a timely manner.

Data Entry

• Perform accurate data entry of client information and tax forms into Intuit Pro Series software
• Handle common tax forms including W-2, 1099-NEC, 1099-MISC, 1099-B, 1099-R, and 1098
• Maintain accurate records of client income and expenses
• Utilize Microsoft Excel to organize and manage financial data efficiently
• Ensure all client data is entered correctly, reviewed thoroughly, and compliant with company standards
• Support the tax preparation process by providing timely and precise data entry

Requirements

Professional Qualifications & Experience

• Certification: Certified QuickBooks Online (QBO) ProAdvisor.
• Experience: 3–5 years of proven experience in bookkeeping and high-level data entry, with advanced knowledge of QBO.
• Tax Knowledge: Experienced with tax data entry (Intuit ProSeries preferred) and familiar with common tax forms (W-2, 1098, and 1099-NEC/MISC/B/R).

Core Competencies & Technical Skills

• Bookkeeping & Accounting: Proficient in maintaining client files, managing the Chart of Accounts, performing Balance Sheet adjustments, handling AR/AP, invoicing, and matching bank deposits.
• Software: Strong proficiency in Microsoft Excel for managing income and expense data.
• Soft Skills: High level of accuracy, attention to detail, organization, and the ability to work independently.

Technical Setup Requirements

• Dual-monitor workstation.
• Dedicated high-speed internet with a reliable backup connection.

Independent Contractor Perks

• Health Insurance Coverage for eligible locations
• Permanent work from home
• Immediate hiring

Note: Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.