WFH QuickBooks Online Bookkeeper | Tax Data Specialist

Job Overview

The ideal candidate is highly organized, accurate, and experienced in handling financial and tax-related data.

Schedule:

Schedule: 20 hours/week - Monday to Friday, Flexible between 9:00 AM - 5:00 PM, Maine time EST

Responsibilities

• Maintain and update client bookkeeping files to ensure accurate financial records.
• Utilize QuickBooks Online to manage day-to-day accounting tasks.
• Set up and maintain the Chart of Accounts for proper financial reporting.
• Perform Balance Sheet adjustments and ensure accurate reconciliation of accounts.
• Manage Accounts Receivable and Accounts Payable, including invoicing and payment tracking.
• Match bank deposits to invoices to ensure proper revenue recognition.
• Reconcile accounts and resolve any discrepancies in a timely manner.

• Perform accurate data entry of client information and tax forms into Intuit Pro Series software
• Handle common tax forms including W-2, 1099-NEC, 1099-MISC, 1099-B, 1099-R, and 1098
• Maintain accurate records of client income and expenses
• Utilize Microsoft Excel to organize and manage financial data efficiently
• Ensure all client data is entered correctly, reviewed thoroughly, and compliant with company standards
• Support the tax preparation process by providing timely and precise data entry

Requirements

• Certification: Certified QuickBooks Online (QBO) ProAdvisor.
• Experience: 3–5 years of proven experience in bookkeeping and high-level data entry, with advanced knowledge of QBO.
• Tax Knowledge: Experienced with tax data entry (Intuit ProSeries preferred) and familiar with common tax forms (W-2, 1098, and 1099-NEC/MISC/B/R).

• Bookkeeping & Accounting: Proficient in maintaining client files, managing the Chart of Accounts, performing Balance Sheet adjustments, handling AR/AP, invoicing, and matching bank deposits.
• Software: Strong proficiency in Microsoft Excel for managing income and expense data.
• Soft Skills: High level of accuracy, attention to detail, organization, and the ability to work independently.

• Dual-monitor workstation.
• Dedicated high-speed internet with a reliable backup connection.

• Health Insurance Coverage for eligible locations
• Permanent work from home
• Immediate hiring

Note:

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.