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Bookkeeper with Account Management Experience

Employer
Sagan
Location
Cape Town City Centre Cape Town Cape Town Region, South Africa
Salary
Competitive
Closing date
Jun 4, 2024

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Job Role
Book Keeper
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Job Title: Bookkeeper with Account Management Experience
Location: Remote (EST Timezone)
Working Hours: Monday - Friday, 8:00 am -5:00 pm EST

About the Role:

This role will be focusing on the Short-Term Rental (STR) Property Manager segment of our business with the goal of providing a great initial experience with our company to new clients and delivering their file to our production team with clean books and a fully functioning software environment. We offer strategic and operational support to property managers in the short-term rental space, including bill pay, owner statements, and trust accounting. The company is seeking an experienced client-facing bookkeeper, who is looking for a new challenge in a flexible, full-time role.

What Your Day-to-Day Will Look Like
  • Lead client engagement during the onboarding phase.
  • Request and organize initial financial data from new clients. This typically includes access to the following data: accounting software, banking and credit card data, and other industry-specific software (e.g. Airbnb, VRBO, Stripe).
  • Set up and link all banking, credit card, payroll, etc. software inside of clients QBO.
  • Configure short-term rental-specific bookkeeping software (VR Platform).
  • Cleanup of clients' financial records, which may involve catch-up/clean-up bookkeeping tasks such as refining balance sheets and conducting precise bank account reconciliations.
  • Customize recurring weekly and monthly workflows as needed and hand off client to production staff.
  • Recommend improvements and consistencies in the STR bookkeeping workflows across Keystones clients.

What You Need to Succeed
  • Preferred: Bachelors degree in Accounting, Finance, or related fields.
  • Extremely well organized and detail oriented. Loves being in the details to make sure the complete picture is captured.
  • Ability to handle multiple tasks and priorities simultaneously.
  • Experience working with QuickBooks Online Pro Advisor a plus.
  • Previous experience with a bookkeeping/accounting firm in a client facing role.
  • Comfortable with technology and learning new software.
  • Excellent verbal and written communication skills. Comfortable leading call/zoom to with new clients.
  • Loves a checklist and driving tasks across the finish line.
  • Effective communication - able to explain complex concepts in simple, easy-to-follow terms.
  • Customer friendliness - enjoy helping others and working collaboratively to reach a solution.
    QuickBooks Online experience

Why Join Us?
  • Flexible, remote work environment
  • Competitive salary
  • Paid time off (15 PTO, 5 sick days)
  • Work equipment allowance
  • Opportunity for professional growth through exposure to cutting-edge bookkeeping practices

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