Description

Job Title: Bookkeeping Specialist

Are you passionate about helping others and thrive in a fast-paced environment? Do you enjoy working with a team to solve problems while constantly learning and growing? If so, our Bookkeeping Services Specialist I position could be the perfect fit for you! In this role, you’ll manage new account setups and clean-up projects, perform ongoing monthly transaction categorization, account reconciliations, and book closures. You’ll also lead client interaction meetings via phone and video conference, and follow up with clients to ensure satisfaction and growth.

Let us introduce ourselves…

We’re a team of driven, conscientious individuals with a clear mission: to make accounting and payroll fast, simple, and affordable for millions of American businesses and their accountants.

It’s not enough to have a “good job”. It takes connection, culture, encouragement, growth opportunities, challenges, communication, and so much more to create an environment where people and ideas flourish.

We are Patriot Software; a hybrid remote company with 175+ employees across the United States and a co-working space in Canton, Ohio.

Our search for a new team member always starts by seeking a quality individual who desires to live by our core values:

• Be Customer Obsessed – In everything we do, we start with the customer and work our way backwards. Our primary focus is how we deliver tremendous value for the American businesses we serve.
• Lead With Speed – We believe in doing things quickly and not being afraid to take big chances. Moving fast and making bold moves is how we stay ahead.
• Don’t Cut Corners – We don’t skimp on quality. We make sure to own our technologies, development, and operations so that the entire experience is the best it can be.
• Create a Better Us – We’re always improving by keeping it simple, saying no to things that don’t help our customers, automating what we can, and spending our money wisely.
• Follow The Golden Rule – We treat others how we would want to be treated, disagree and commit, and welcome feedback from anyone, anywhere in the company.
• Grow, Be a Leader – We look for leaders at all levels and always put the customer and team above ourselves. We want to build a pro team of high-caliber players, with high accountability and trust across all individuals.

Interested in learning more? Great! Read on to see if your skills are a match, too.

What You’ll Be Doing:

• Completing initial new account setups/account clean-up projects, as well as ongoing monthly book closures
• Perform ongoing monthly transaction categorization, account reconciliations, and book closures.
• Complete initial new account setups and/or account clean-up projects
• Lead client interaction meetings via telephone and video conference..
• Work with a team to help solve complex issues and provide workable solutions.
• Analyze internal processes and workflow to improve efficiency.
• Handle sensitive customer information securely and follow the company’s data protection protocols.
• Maintain strong attention to detail and ensure accurate and timely documentation of customer interactions.

Please note this is a sample of what you’ll be doing. This job requires you to be able to adapt to change quickly in order to deliver an exceptional customer experience. Your duties, responsibilities, and activities may change at any time with or without notice.

What You’ll Need:

• Associate’s or Bachelor’s degree and/or a combination of equivalent experience.
• Sound understanding of accounting principles
• Working knowledge of USA-based accounting, payroll, and payroll tax
• Exceptional customer service skills, including strong verbal and written communication.
• Self-motivation and the ability to work independently in a fast-paced environment for approximately 80% of the day, effectively managing tasks without constant supervision.
• Proficiency with technology, with the ability to quickly learn and adapt to new software and tools.
• Must have the ability to handle sensitive customer information securely and adhere to the company’s data protection protocols.
• Strong attention to detail with the ability to accurately document customer interactions in a timely manner.
• This role requires sitting or standing for extended periods (8+ hours) while working on a computer.
• Consistent, Reliable High-Speed Internet Access
• Dedicated, quiet workspace free from distractions

Nice to Have:

• Education or certifications in Accounting and/or Finance
• Bookkeeping/Account Management experience

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position is open to all candidates who legally reside and are eligible to work in the United States. This position is currently not open to applicants in the following locations: Alaska, California, Hawaii, Washington D.C.

Working hours are established by each team and department based on business needs.  For this role, core working hours are typically between 9am – 6pm EST, Monday through Friday. Due to the nature of our businesses, we have busy seasons and “right-nows” that occasionally require working outside of core hours.

Patriot is an equal opportunity employer. We do not discriminate against any employee or job applicant on the basis of race, color, gender, national origin, age, religion, creed, disability or sex.

More Reasons to Love Patriot:

We pride ourselves on our company culture and value our employees’ hard work. Aside from the freedom to introduce new ideas or technologies, here are some of the awesome benefits our full-time employees enjoy:

• Paid time off and paid holidays
• Medical, dental, and vision insurance
• Section 125 HSA and FSA accounts
• Benefits starting 1st of the month after hire
• Company-paid life, short-term, and long-term disability insurance
• 401(k) with company match
• Up-to-date hardware and equipment provided
• Flexible scheduling and opportunities for advancement
• Engaging and collaborative company culture
• Education reimbursement

Before you Apply: Here is an interview Q and A for you: Click here

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