Karuna Advisors ยท 4 hours ago
Bookkeeper
Menlo Park, CA
Full-time
Remote
Mid Level
3+ years exp
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Hiring Manager
Bri Martinez
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Responsibilities
Provide bookkeeping support on client financial statements, including following the internal process and documentation procedures for:
Downloading bank, brokerage and credit card statements to appropriate company folders
Syncing bank and credit cards transactions into QuickBooks
Classifying transactions in QuickBooks
Utilizing Microsoft OneNote for monthly, quarterly and annual checklists
Adding final financial statements to the quarterly estimates folder each quarter
Assist with performing bill pay for clients
Manage vendor relationships, requests, and payments timely
Prepare other, ad-hoc client deliverables
Proactively manage internal firm deadlines
Proactively prioritize and manage tasks and projects assigned and keep them moving along through the review process and to completion
Maintain accountability for themselves and all work products
Reconcile Accounts Payable/Receivable every month
Qualification
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Required
3 years+ experience as a Bookkeeper, Accounting Clerk, or related accounting role
Proficiency in accounting software (namely bill.com and QuickBooks) and Microsoft Office
Deep understanding of AP/AR principles and practices
Ability to prioritize and multi-task in a fast-paced environment
Possess a professional demeanor and be a positive thinker
High level of accuracy and strong quantitative skills, along with the highest level of ethics, honesty, and integrity
Excellent written and verbal communication skills
Strong project management and organization skills and ability to manage competing priorities
Exhibit professionalism and maintain client confidentiality
Results driven, self-starter who likes to take on new challenges
Ability to work effectively both individually and with a team
Ability to sit for prolonged periods at a desk and working on a computer
A quiet, undisturbed working space to preserve and maintain client confidentiality
Preferred
Salesforce experience preferred
QuickBooks Pro Advisor certification preferred
Benefits
Medical, dental, and vision insurance
HSA and FSA
LTD
401(k) and profit sharing
Generous wage and annual bonus
10 days annually, plus a floating holiday
Team outings, lunches, and other fun team building experiences!
Company
Karuna Advisors
Karuna Advisors specializes in tax compliance, planning, insurance analysis, cash management, and household employee management services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
