Are you a proactive, detail-oriented accountant who thrives in a fast-paced environment? Do you love keeping financials organized, preparing tax returns, and helping clients truly understand their numbers? If you’re looking for a remote opportunity where you can take ownership of your work and grow into a leadership role, this is it. Our client, a fast-growing New York-based accounting firm, is on a mission to provide high-quality, proactive bookkeeping and tax services. They are looking for a sharp, reliable, and experienced Remote Tax & Bookkeeping Specialist to join their team and play a key role in managing client finances with precision and clarity. The Role What You’ll Be Doing 1. Bookkeeping & Tax Preparation - Handle full-cycle bookkeeping for a variety of clients, primarily single-member S-Corps. - Prepare and file corporate and personal tax returns using ProConnect and QuickBooks Online/Desktop. - Ensure accurate and timely financial recordkeeping, including transaction categorization and bank reconciliations. - Financial Reporting & Analysis - Generate and send out monthly financial reports during the first week of every month. - Use Excel and Office 365 to create financial summaries and reports. - Utilize tools like ChatGPT (or similar AI tools) to craft clear and insightful financial summaries for clients. - Client Communication & Financial Advisory - Join client calls and video meetings to discuss financial reports and tax strategies. - Explain financial data in simple, easy-to-understand language so clients can make informed decisions. - Work with charity-referred clients, helping them gain financial clarity and confidence. - Leadership & Growth Opportunities - Over time, take on more management responsibilities, including overseeing the bookkeeping team. - Collaborate with the existing team to improve internal workflows and efficiency. - Contribute to a fast-moving firm that values proactive financial management rather than reactive accounting. Ideal Profile What Makes You a Perfect Fit 1. QuickBooks Proficiency – Strong experience with QuickBooks Online & Desktop, plus ProConnect. 2. Tax & Bookkeeping Expertise – Ability to handle full-cycle bookkeeping and tax preparation independently. 3. Strong English Communication Skills – Comfortable speaking with clients and explaining financials clearly. 4. Tech-Savvy & Analytical – Skilled in Excel, Office 365, and open to using AI tools like ChatGPT for financial analysis. 5. Proactive & Detail-Oriented – Able to anticipate needs, identify discrepancies, and take initiative. 6. Leadership Potential – Willing to grow into a management role and oversee the bookkeeping team over time. 7. Independent & Remote-Ready – Comfortable working remotely while maintaining strong collaboration with the team. If you’re an experienced accountant who’s ready to take ownership, work remotely, and grow with a dynamic team, we want to hear from you. Apply now and be part of a firm that moves fast, values efficiency, and rewards initiative. What's on Offer? 1. Work From Home – No commute, no office politics—just you and your expertise, making a real impact. 2. Growth Opportunities – Join a fast-growing firm with room to advance into a leadership role. 3. Proactive, High-Quality Work – Work with a firm that values efficiency, organization, and financial clarity. 4. Client-Facing & Meaningful – Help businesses understand their finances and make smarter decisions. #J-18808-Ljbffr