Firm Administrator/Bookkeeper *Remote*

$41,000 - $65,000/Yr

Venture Tax Services - West Palm Beach, FL

Part-time,Full-time - Entry Level

Remote - West Palm Beach, FL

Funds, Trusts, and Other Financial Vehicles

About the position

The Firm Administrator/Bookkeeper position at VTS is a hybrid role that combines administrative, bookkeeping, accounting, and tax work. The role is designed to support the operations of a boutique tax firm that manages finances for Ultra High Net Worth families, providing essential services such as tax planning, accounting, and financial reporting.

Responsibilities

• Oversee and support administrative duties of the firm.
• Receive and sort incoming mail and manage outgoing mail.
• Perform bookkeeping for the firm including accounts receivable (A/R) and accounts payable (A/P).
• Assist with budgeting and financial record keeping.
• Assist with monthly reporting, tax return preparation, and bookkeeping duties for firm clients using QuickBooks and Excel.
• Manage tax projects, which consist of client management, assembling, tracking projects, and creating reports.
• Assist with tax return processing and filing tax returns.
• Perform clerical work including electronic filing and scanning of documents, mail, and email.
• Provide other administrative support as necessary.

Requirements

• CPA or Public Accounting (Tax) office management experience is required.
• Proficient in using Microsoft Office Suite (Word, Excel, PowerPoint).
• Familiarity with QuickBooks or other accounting/tax software is a plus.
• Strong organizational skills with the ability to multitask and prioritize tasks effectively.
• Excellent communication skills, both written and verbal.
• Attention to detail and accuracy in all work performed.
• Ability to maintain confidentiality of sensitive information.
• Associate or bachelor's degree in accounting is a plus.

Nice-to-haves

• Experience in QuickBooks is preferred.
• Bachelor's degree in accounting is a plus.

Benefits

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid holidays
• Paid time off
• Work from home