Lead Bookkeeper + Tax Preparer + Data Entry Specialist (Remote) at blithequark
Are you a highly skilled and detail-oriented bookkeeper with a passion for tax preparation and exceptional client communication skills? Do you thrive in a fast-paced, dynamic environment where no two days are ever the same? If so, we invite you to join our team at blithequark as a Lead Bookkeeper + Tax Preparer + Data Entry Specialist. At blithequark, we're dedicated to providing top-notch financial services to our clients, and we're seeking a talented professional to help us achieve this goal. As a Lead Bookkeeper + Tax Preparer + Data Entry Specialist, you'll play a vital role in maintaining accurate financial records, preparing federal and state tax returns, and ensuring compliance across multiple client accounts. You'll also be responsible for leading client calls, reviewing reports, and helping clients clearly understand their financial position. This is not a call center role; instead, you'll be focused on building strong relationships with our clients, providing proactive guidance, and helping them achieve their financial goals. If you're a motivated and organized individual with a strong background in bookkeeping and tax preparation, we encourage you to apply for this exciting opportunity.
About blithequark
blithequark is a leading provider of financial services, dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is passionate about delivering exceptional service, and we're committed to building long-term relationships with our clients. As a member of our team, you'll have the opportunity to work with a dynamic and supportive group of professionals who share your passion for finance and customer service.
Key Responsibilities
As a Lead Bookkeeper + Tax Preparer + Data Entry Specialist at blithequark, you'll be responsible for:
- Managing and overseeing bookkeeping for multiple clients with accuracy and compliance
- Recording financial transactions, including purchases, sales, receipts, and payments
- Reconciling bank accounts and performing account analysis on assets and liability accounts
- Preparing monthly, quarterly, and annual financial statements
- Managing payroll and payroll tax filings
- Preparing and filing individual and business federal and state tax returns
- Reviewing and analyzing tax data to ensure compliance with current regulations
- Maintaining complete filing systems and accurate financial records
- Providing clear, actionable insights during client calls (~50/month)
- Collaborating with the team to improve workflows and client experience
Qualifications
To be successful in this role, you'll need:
- 3–5+ years of U.S.-based bookkeeping experience
- Proven experience in both individual and business tax preparation
- Solid understanding of bookkeeping, accounting principles, and payroll
- Strong proficiency in QuickBooks Online (required)
- Experience with TaxDome and Go High Level (GHL) preferred
- Proficient in Microsoft Office and accounting software
- Strong written and verbal communication skills
- Ability to manage multiple client accounts independently
- High level of integrity, professionalism, and confidentiality
Skills
To excel in this role, you'll need:
- Excellent organizational and prioritization skills
- Strong attention to detail and accuracy
- Ability to explain financial results clearly to clients
- Problem-solving and analytical mindset
- Strong interpersonal and client relationship skills
- Ability to maintain confidentiality and professionalism
Job Type and Benefits
This is a contract position with a flexible schedule and the opportunity to work from home. You'll be paid $17.00 - $23.00 per hour, depending on your experience and qualifications.
Work Environment and Culture
At blithequark, we're committed to creating a positive and supportive work environment that encourages collaboration, innovation, and growth. Our team is passionate about delivering exceptional service, and we're dedicated to building long-term relationships with our clients. As a member of our team, you'll have the opportunity to work with a dynamic and supportive group of professionals who share your passion for finance and customer service.
Compensation and Perks
In addition to a competitive hourly rate, you'll also enjoy:
- Flexible schedule
- Work from home
- Opportunities for career growth and professional development
- Collaborative and supportive work environment
- Recognition and rewards for outstanding performance
How to Apply
If you're a motivated and organized individual with a strong background in bookkeeping and tax preparation, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience. We can't wait to hear from you! Apply to this job Apply for this job