Company Overview
Intuit is a global technology platform that helps consumers and small businesses overcome their most important financial challenges. Serving more than 100 million customers worldwide with TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.
Qualifications
Bookkeeping Experience: 5+ years recent bookkeeping experience.
QBO Experience: This position requires QuickBooks Online knowledge, a minimum of 5 years of recent experience working within QuickBooks Online.
Degree: 4-year degree preferred.
Credentials/Certifications: QuickBooks Online Pro Certification Required. QuickBooks Online, Advanced Certification is preferred. CPA and/or CPB is preferred.
Bookkeeping Skills: Proficient in QBO navigation and various workflows including A/R, A/P, payroll, sales tax, financial reporting, 3rd party apps integration, and banking functions to name a few.
Organizational Skills: Strong attention to detail, ability to manage multiple tasks, prioritize and manage multiple client engagements.
Communication Skills: Strong written and verbal communication skills required. Bilingual (English/Spanish) communication skills (written & spoken) are a plus.
Technology Skills: Proficient with technology; solid knowledge of computer operations and software.
Client Engagement Skills: Ability to interact with clients through video and audio tools in a way that is professional, friendly, and reassuring.
Self-Discipline & Problem-Solving Skills: Ability to work in a very fast-paced environment with minimal supervision. Problem-solving and critical thinking skills required to resolve clients bookkeeping. along with a high level of determination to deliver awesome to your clients.
Internet Connection Requirements: Must have (or be willing to obtain) a dedicated high speed (DSL, cable, Fiber) wired internet connection. WiFi, Tower, or Cellular based Service is not permitted.
For internal use: qbl
Responsibilities
This is a virtual position, which is more transactional bookkeeping task focused and client-facing could be a secondary role. These roles can crossover at times requiring flexibility and comfort in both dynamics.
Maintain records of financial transactions by reviewing & categorizing transactions; completing reconciliations for credit cards, bank feeds, and loan accounts; preparing journal entries (where applicable); and sending monthly financial reports.
Communicate with clients and team to summarize month end closing to ensure books are completed in a timely manner. Maintains detailed notes in client files for continuity of service.
Manage complex bookkeeping problems, such as financial statements errors, chart of accounts cleanup, sales tax issues, unsolved A/P and A/R, payroll issues, merchant services, and 3rd party integrations questions.
Meet highly efficient deadlines and can quickly process all client work for our service agreement.
Prepare and review financial statements and workpapers.
Perform domain expert services (bookkeeping/accounting).
Review documentation and information provided by clients for
Research regulations to support advice.
