Job Description

📍 Location: Remote (US-based required) 🕐 Type: Full-time 🏢 Company: Iota Finance — Remote Accounting Firm 🧮 Experience: 2+ years in client-facing bookkeeping, QuickBooks Online proficiency required💼 About UsIota Finance is a modern, fully remote accounting firm helping small businesses thrive through clean books, smart automation, and proactive support. We’re not just number-crunchers — we’re client champions. And we’re growing.We're looking for an experienced bookkeeper who thrives in a remote environment, loves QuickBooks Online, and knows how to keep multiple clients' books immaculate — with zero drama and a lot of care.🧩 About the RoleAs a Client-Facing Bookkeeper, you’ll manage the full-cycle bookkeeping for a set of small business clients using QuickBooks Online and connected tools like TaxDome, TurboTenant, etc.You’ll be responsible for delivering clean books, smooth monthly closes, accurate reconciliations, and timely communication — all with professionalism and empathy.🎯 What You'll DoHandle full monthly close for each assigned client (usually 15–20), on time and error-freePerform weekly transaction categorization and reconciliations in QuickBooks OnlineSend professional, timely client communications and requests for missing infoMaintain audit-ready books with proper documentation attachedManage AR/AP workflows, bill pay, and invoicing based on client needsSupport 1099 filings, sales tax tracking, and compliance requirementsSuggest process improvements or automation opportunities for your clientsCollaborate with the internal team via Slack, Gmail, and Google Meet check-ins✅ What You'll Need2+ years experience in professional bookkeeping, serving multiple clientsExpert-level skills in QuickBooks Online (QBO Accountant portal experience a big plus)Experience with remote work tools (Slack, Google Workspace, project management)High level of attention to detail and organizational independenceStrong written and verbal communication skillsAbility to handle feedback constructively and apply it quickly (coachability)Comfortable juggling multiple client accounts and deadlines🌟 What Sets You ApartExperience with tools like TaxDome, Gusto, TurboTenant, Stripe, etc.Prior work at a remote or client service accounting firmA proactive mindset — always one step ahead of your clientsYou’re responsive, thorough, and love making your clients’ lives easier📈 What Success Looks LikeMonth-end closes done by the 15th calendar day — with 98%+ accuracyEmails responded to within 24 business hoursClients love working with you and feel supported, not confusedYou spot issues before clients do — and bring solutions, not just problems

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