Earn $25 - $30 Per Hour! | Remote Tax Planner/Bookkeeper (3+ Years Experience Required)

Company: Silver Fern Co Accounting
Location: United States (Remote - EST/CST Timezones Only)
Employment Type: Part-Time
Compensation: $25 - $30 per hour
Hours: 20 – 30 per week

Application Links: Glassdoor,  JoPilot

 

Silver Fern Co Accounting is a well-established accounting firm dedicated to delivering exceptional financial services and tax planning solutions to a wide range of clients. We emphasize work-life balance and professional development, ensuring that our employees have the flexibility and resources to thrive in a remote work environment. 

We are currently seeking a highly skilled and motivated Remote Tax Planner/Bookkeeper to join our team.

 

Job Summary

Are you an experienced bookkeeper with a strong understanding of tax planning? Do you have proficiency in QuickBooks Online and the ability to manage multiple clients efficiently? This remote position offers the flexibility of working from home while providing essential financial management services to clients across various industries. This role is an excellent opportunity for someone seeking a long-term remote bookkeeping position with the potential for growth.

 

Key Responsibilities

• Maintain accurate financial records for multiple clients.
• Record daily financial transactions, including accounts payable and accounts receivable.
• Reconcile bank and credit card statements to ensure accuracy.
• Generate financial reports and summaries for client review.
• Collaborate with tax professionals to ensure financial data is tax-ready.
• Participate in tax strategy meetings with clients.
• Ensure compliance with accounting best practices and confidentiality policies.
• Provide exceptional customer service, addressing client inquiries promptly.
• Manage multiple client accounts efficiently while meeting deadlines.

 

Qualifications & Requirements

Requirement	Details
✅Experience	3+ years as a bookkeeper, preferably in a remote or virtual environment.
✅Software Proficiency	QuickBooks Online experience is required.
✅Tax Planning Knowledge	Familiarity with personal and business tax planning to maximize deductions is a plus.
✅Time Zone Requirement	Must be located in EST or CST time zones.
✅Attention to Detail	High level of accuracy in financial data entry.
✅Communication Skills	Strong verbal and written communication skills.
✅Multi-Tasking	Ability to handle multiple clients and tasks efficiently.
✅Organization Skills	Excellent time management and organizational skills.
✅Tax Firm Experience (Preferred)	Experience in a tax firm or accounting firm is a plus.
✅Client Relationship Management	Comfortable working with clients year-round.

 

Benefits & Perks

• Fully remote work environment with flexible scheduling.
• Competitive hourly pay ($25 - $30 per hour).
• Professional development assistance.
• Opportunity to work with a diverse client base.
• Supportive team environment with opportunities for career growth.
• Potential to manage your own division with profit share.

 

Schedule

• Part-time position (20 - 30 hours per week).
• Flexible Monday - Friday schedule.
• No weekends or overtime required.

 

FAQs

1. Do I need a degree to apply?

No, a degree is not mentioned as a requirement. However, strong bookkeeping experience and proficiency in QuickBooks Online are necessary.

2. Can I work from anywhere in the U.S.?

No, you must be located in the EST or CST time zones to ensure effective client communication and team collaboration.

3. Is this a full-time or part-time role?

This is a part-time position with 20-30 hours per week.

4. Is prior tax firm experience required?

While not required, experience working in a tax or accounting firm is a plus, especially if you have experience in tax strategy discussions with clients.

5. What are the key software requirements?

You must be proficient in QuickBooks Online and familiar with accounting principles.

6. Are there opportunities for growth?

Yes! You will have opportunities for professional development and may even manage your own division with a profit-sharing model.

7. How does scheduling work?

You will have a flexible schedule, but must be available Monday - Friday during standard business hours.

 

How to Apply?

Applying for this role is straightforward. Follow these steps:

1. Prepare Your Resume: Ensure your resume highlights your bookkeeping experience, QuickBooks Online proficiency, and tax planning knowledge.
2. Write a Cover Letter: Include details about why you are a great fit for this role and mention your experience managing multiple clients.
3. Submit Your Application: Send your resume and cover letter to info@silverfernco.com.
4. Application Review: If selected, you will be contacted for an initial screening interview.
5. Final Interview: A second interview may be conducted with the hiring manager.
6. Job Offer: If you’re the right fit, you’ll receive an offer and start your journey with Silver Fern Co Accounting!