Bookkeeper/ Staff Accountant

A growing tax and accounting firm is seeking a part time, detail-oriented and client-focused Staff Accountant / Bookkeeper to support practice operations and client management activities. This role is ideal for someone with prior CPA firm experience who enjoys working directly with clients, managing workflows, and helping keep accounting and tax engagements on track.

The successful candidate will play a key role in supporting client communications, managing recurring deadlines, coordinating workflow, and assisting with billing and collections. This is a highly flexible remote opportunity requiring 10-15 hours of work per week with significant autonomy.

Responsibilities

• Manage client communications via phone and email
• Maintain and update client information within Financial Cents
• Monitor engagement workflows and ensure deadlines are met
• Set up and track recurring client tasks and compliance deadlines
• Assist with billing, collections, and client document management
• Coordinate client renewals and ongoing account maintenance
• Support practice management initiatives and process organization
• Schedule appointments and conduct outreach to prospective clients
• Provide administrative and bookkeeping support as needed
• Hands-on experience using Financial Cents is a must
• Previous experience working in a CPA firm, tax firm, or accounting practice
• Strong client service and relationship management skills
• Excellent verbal and written communication abilities
• Highly organized with strong attention to detail
• Ability to work independently and manage multiple priorities in a remote environment
• Proficiency with Microsoft Office Suite and cloud-based business applications

Soft Skills

• Outgoing and professional demeanor
• Strong customer service mindset
• Self-motivated and proactive
• Comfortable communicating with clients at all levels
• Adaptable and technology-savvy