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Bookkeeper Accounting Specialist Parttime

$20 - $40 per hour

DSG CAPITAL ADVISORS, LLC

Title: Bookkeeper / Accounting Specialist Schedule: Approximately 20 hours per week; in-person between 8 AM- 1 pm Monday - Thursday Position Overview We are seeking an experienced Bookkeeper / Accounting Specialist with expertise in QuickBooks Online (QBO) to manage full-cycle bookkeeping for multiple small-business clients. This role includes basic transaction entry, reconciliations, budget tracking and providing insights that support client decision-making. The role also would include compiling tax, trust accounting and estate document organization, scanning, workflow tasking & monitoring, in addition to other tasks. The ideal candidate is a QuickBooks power user who can independently manage client books, identify and resolve discrepancies, and contribute to process improvements. This is a key position for someone who thrives on ownership and accuracy. Core Responsibilities Perform full-cycle bookkeeping in QuickBooks Online for a portfolio of small-business clients, including transaction entry, categorization, classification, and journal entries. Assist with quarterly and year-end tasks such as form 1099 tracking & W-9 collections, DAF grant request processing, assistance in collecting acknowledgement letters for charitable donations, quarterly estimated income and fiduciary tax payments. Collect, organize, and verify client financial documents; communicate professionally to resolve missing information. Support the client service and operations team with ad-hoc financial, tax, estate administration support and other tasks. Qualifications and Skills Proficiency in QuickBooks Online required. Accounting degree or certificate preferred. 3+ years of hands‑on experience in small‑business bookkeeping or accounting, preferably in a multi‑client environment. Proven ability to manage workflow processes independently with minimal supervision. Excellent analytical and problem‑solving skills; experience cleaning up messy books or implementing process improvements is a plus. High attention to detail, organizational skills, and ability to prioritize across multiple clients. Proficient in Microsoft Office Suite (including Excel). Professional communication skills for client interactions and team collaboration. Self‑motivated, reliable, and committed to accuracy and deadlines. Compensation Compensation range is $20 - $40 per hour commensurate with experience and qualifications. We offer a supportive team environment, and opportunities for professional development. DSG Capital Advisors, LLC does not discriminate based on race, color, religion, sex, national origin, age, disability, or genetic information. #J-18808-Ljbffr DSG CAPITAL ADVISORS, LLC

Vacancy posted 1 day ago
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