Full Charge Bookkeeper/Office Manager

$58,000 - $68,000/Yr

The Dragontree Spa

Full-time - Mid Level

Remote

Personal and Laundry Services

About the position

The Full Charge Bookkeeper/Office Manager will oversee and execute financial operations across multiple wellness-focused businesses. This role is essential for managing intercompany expenses, accounts receivable, tenant invoicing, and ensuring compliance with financial regulations. The ideal candidate will possess strong accounting skills, proficiency in QuickBooks, and experience in multi-entity financial management, contributing to the overall fiscal leadership and operational support of the organization.

Responsibilities

• Manage and reconcile bank accounts, credit cards, and intercompany expenses.
• Prepare monthly and quarterly financials for executive review and provide tax preparation support.
• Oversee accounts payable/receivable activities, including tenant invoicing and collections.
• Ensure timely processing and payment of bills, payroll, and intercompany charges.
• Prepare and file sales taxes, personal property taxes, annual reports, and 1099s.
• Coordinate tax preparation and reporting with external advisors.
• Monitor compliance with PCI, ACA, and ALE regulations, and manage payroll tax submissions for multiple states.
• Safeguard all financial information.
• Oversee payroll processing for approximately 70 employees, ensuring state-specific compliance.
• Maintain official employee records and ensure HR compliance across states.
• Accurately record and manage sick/vacation time and health insurance deductions.
• Prepare end-of-year payroll documentation, including tax forms and address updates.
• Support Spa Directors and Program Directors in setting up effective fiscal processes.
• Ensure accurate completion of budgets, fiscal tracking, bank deposits, and expenses.
• Train new staff in relevant fiscal duties to maintain consistency and accuracy.
• Develop and manage yearly budgets and forecasts for multiple entities.
• Conduct monthly and quarterly financial reviews, adjusting for discrepancies as needed.
• Prepare customized financial reports to support strategic decision-making.
• Manage vendor relationships, including contract and insurance renewals.
• Process and verify donations, sales tax refunds, and other adjustments.
• Set up new employees with payroll and benefits, and ensure PCI compliance.

Requirements

• Bachelor's degree in Accounting, Finance, or related field.
• 5+ years of experience in multi-entity accounting and financial management.
• Proficiency in QuickBooks and Excel.
• Strong organizational and communication skills with high attention to detail.
• Self-directed, reliable, and driven.
• Alignment with values related to personal growth, healing, and the wellness industry.
• Familiarity with Colorado and/or Oregon HR compliance is a plus.

Nice-to-haves

• Experience in the wellness industry.
• Knowledge of state-specific payroll compliance regulations.

Benefits

• 401(k)
• Dental insurance
• Employee discount
• Flexible schedule
• Health insurance
• Paid time off
• Work from home