Job Overview

Our client is seeking a detail-oriented Client Services Bookkeeper (Xero) to serve as the front-line point of contact for clients while managing essential bookkeeping tasks and administrative workflows. In this role, you will take ownership of client communications, data management, and day-to-day financial operations. You will act as the virtual face of the company, handling client inquiries, organizing financial information, and ensuring smooth daily operations so the partner can focus on higher-level tax work and strategic planning.

Schedule

Tuesday - Saturday, 9:00 AM - 1:00 PM Mountain Standard Time (20 work hours per week)

Responsibilities

• Respond to all client emails and inquiries promptly, serving as the primary virtual contact point.
• Perform bookkeeping tasks including data entry of client information, addresses, and financial details.
• Input financial information into tax returns without performing tax calculations.
• Organize and maintain client records within the firm's systems.
• Send requested documents to clients, including full copies of tax returns.
• Answer basic accounting questions from clients regarding income, expenses, and financial statements.
• Clear the email inbox daily and escalate complex questions to the partner as needed.
• Manage client information using Xero accounting software.
• Coordinate communications through Microsoft Outlook and track tasks in Asana.
• Maintain organized Excel spreadsheets for client data and financial tracking.

Requirements

• Bookkeeping or accounting background with a solid understanding of income, expenses, and basic financial concepts.
• Proficiency with Xero accounting software.
• Strong experience with Microsoft Outlook for email management.
• Proficiency with Excel for data organization and tracking.
• Excellent written communication skills for professional client correspondence.
• Ability to manage high volumes of client inquiries independently.
• Strong organizational skills and attention to detail for accurate data entry.

Nice To Have

• Experience working with Canadian accounting practices and tax terminology.
• Familiarity with Asana for task management.

Independent Contractor Perks

• 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.

Important Disclaimer

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