TLG Financial Foundation · 17 hours ago
Accounting Specialist
United States
Full-time
Remote
Mid, Senior Level
$50K/yr - $60K/yr
5+ years exp
Maximize your interview chancesAccountingBookkeeping and Payroll
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Responsibilities
Be a positive representative of the TLG Financial Foundation brand and our partner brands.
Meet bookkeeping deadlines, as determined by the Financial Coach (which is based on timing of client meetings).
Ensure accurate bookkeeping by double checking work before the Coach review by verifying all reconciliations have been completed and checklist has been followed. Additionally, notes for the Coach should be left for any unusual items that need explaining. Our goal is to ensure financial accuracy by meeting at the close of each month.
Respond to questions from clients, as necessary.
Communicate with the client for any missing documents.
Continuously communicate with the Coach, especially if help is needed.
Be flexible when new projects arise.
Be present to all required meetings (this requires a close eye on the calendar for the day, as well as planning the day out).
Give full attention to client and/or tasks on client or internal meetings.
Follow through on any to-do items after a client call or internal conversation. Ask follow-up questions if the timeline and details are unclear.
Keep track of work completed/not yet completed by communicating through the internal CRM.
Keep TLG’s CRM and workflow system up-to-date by tracking hours worked, client due dates, client notes, and client files.
Qualification
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Required
Prior experience in accounting for many clients at the same time.
Experience in QuickBooks Online (has used projects, billing, payroll, and aging in the system)
Strong verbal and written communication skills
Time management skills with a proven ability to meet deadlines
Problem-solving skills
Ability to prioritize tasks
Organization skills
Attention to detail
Proactive approach
Adapt to new systems/technologies, as necessary
Bachelor's degree in Accounting
At least 5 years of related experience required
Proficient in Microsoft and Google programs
QuickBooks Online Certification (within 2 months of hire date)
QuickBooks Online Advanced Certification (within 6 months of hire date)
Prolonged periods sitting at a desk and working on a computer
Travel may be required
Company
TLG Financial Foundation
TLG Financial Foundation offers bookkeeping, QuickBooks Online services, and financial strategies for small businesses.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Kristine Mehler
Chief Executive Officer
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