Expert Bookkeeper (Back Office) - Work from Home - US

Intuit Remote
expert back office office work work from home bookkeeping quickbooks financial quickbooks online communication communication skills mission expert tools
February 2, 2023
Intuit
San Francisco, California

Overview

At Intuit, our mission is to power prosperity around the world. QuickBooks Live Expert Bookkeepers support that mission to our QuickBooks Live clients by providing valuable guidance, instilling trust & confidence, and building relationships, all while using state of the art tools and technology. Your strength as a QuickBooks Live Bookkeeper will allow you to empower and educate business owners so that they can build successful businesses and get one step closer to financial freedom. As a virtual employee, you can decide whether you prefer to work from your home or your office, and flexible scheduling means you have a variety of shifts to choose from!

We are changing the way that people do their bookkeeping and providing world-class support from experts across the United States. The way that we support our client is changing, and we want you to be a part of it! Our Bookkeeper experts are agile; continually learning, working, and providing guidance in new and exciting ways.

What you'll bring

  • Bookkeeping Experience: 5+ years recent bookkeeping experience.
  • QBO Experience: This position requires QuickBooks Online knowledge, a minimum of 5 years of recent experience working within QuickBooks Online.
  • Degree: 4-year degree preferred.
  • Credentials/Certifications: QuickBooks Online Pro Certification Required. QuickBooks Online, Advanced Certification is preferred. CPA and/or CPB is preferred.
  • Bookkeeping Skills: Proficient in QBO navigation and various workflows including A/R, A/P, payroll, sales tax, financial reporting, 3rd party apps integration, and banking functions to name a few.
  • Organizational Skills: Strong attention to detail, ability to manage multiple tasks, prioritize and manage multiple client engagements.
  • Communication Skills: Strong written and verbal communication skills required. Bilingual (English/Spanish) communication skills (written & spoken) are a plus.
  • Technology Skills: Proficient with technology; solid knowledge of computer operations and software.
  • Client Engagement Skills: Ability to interact with clients through video and audio tools in a way that is professional, friendly, and reassuring.
  • Self-Discipline & Problem-Solving Skills: Ability to work in a very fast-paced environment with minimal supervision. Problem-solving and critical thinking skills required to resolve clients bookkeeping. along with a high level of determination to deliver awesome to your clients.
  • Internet Connection Requirements: Must have (or be willing to obtain) a dedicated high speed (DSL, cable, Fiber) wired internet connection. WiFi, Tower, or Cellular based Service is not permitted.

For internal use: qbl

How you will lead

  • This is a virtual position, which is more transactional bookkeeping task focused and client-facing could be a secondary role. These roles can crossover at times requiring flexibility and comfort in both dynamics.
  • Maintain records of financial transactions by reviewing & categorizing transactions; completing reconciliations for credit cards, bank feeds, and loan accounts; preparing journal entries (where applicable); and sending monthly financial reports.
  • Communicate with clients and team to summarize month end closing to ensure books are completed in a timely manner. Maintains detailed notes in client files for continuity of service.
  • Manage complex bookkeeping problems, such as financial statements errors, chart of accounts cleanup, sales tax issues, unsolved A/P and A/R, payroll issues, merchant services, and 3rd party integrations questions.
  • Meet highly efficient deadlines and can quickly process all client work for our service agreement.
  • Prepare and review financial statements and workpapers.
  • Perform domain expert services (bookkeeping/accounting).
  • Review documentation and information provided by clients for
  • Research regulations to support advice.


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