Bookkeeper

About the Role We're hiring a remote Bookkeeper to be the financial backbone for Anderson.Tax clients. This is not a data\-entry role. You'll own the full monthly bookkeeping cycle for your own group of clients, from categorizing transactions to delivering financial statements. Our tax team relies on your clean, accurate books to build smart tax strategies. When your books are right, our planning is better, and our clients keep more of what they earn. If you take pride in accuracy, communicate before anyone has to ask, and like being the person clients trust with their numbers, this may be the best role you ever take. Our Mission We make taxes less taxing. That means: * Thoughtful strategy over mindlessly filling out tax forms * Year\-round client support, not seasonal chaos * High standards, clear systems, and calm execution What You'll Do **Monthly Bookkeeping Cycle** * Categorize and code all transactions for assigned clients * Record income journal entries and loan interest journal entries * Reconcile all accounts (bank, credit card, loans, and other balance sheet accounts) * Review payroll liabilities, accounts receivable, accounts payable, and undeposited funds for accuracy * Review Balance Sheet and Profit \& Loss for anomalies or errors * Review General Ledger for miscategorized or missing transactions **Client Communication** * Reach out to clients by the 5th of each month with any open questions and to deliver monthly financial statements * Deliver monthly reports by the 15th of each month, including: Balance Sheet, Profit \& Loss, and Statement of Cash Flows (additional reports available upon client request) * Serve as the primary bookkeeping point of contact for your assigned client portfolio **Year\-End \& Ongoing Responsibilities** * Record year\-end closing equity journal entries * Participate in quarterly client meetings * Attend weekly all\-staff meetings and weekly bookkeeping team meetings * Participate in regular check\-ins with the team lead * Assist with and/or lead bookkeeping cleanup projects as needed * Track hours by client for internal reporting purposes Who You Are **Required** * 2\+ years of bookkeeping experience, preferably in a client\-facing or multi\-client environment * Proficiency in QuickBooks Online (QBO) * Strong understanding of the full bookkeeping cycle: categorization, reconciliation, and financial statement preparation * Comfortable communicating directly with clients in a professional, clear, and timely manner * High attention to detail and strong organizational skills * Able to manage multiple client accounts and meet consistent monthly deadlines * Comfortable working independently in a remote environment **You'll Stand Out If You** * Have experience in accrual accounting * Have experience working in a tax or accounting firm * Are familiar with tax\-adjacent bookkeeping practices (e.g., preparing books for a tax prep handoff) * Have experience leading or assisting with cleanup/catch