Transition Associate – Bookkeeping

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Oversee the transfer of bookkeeping files from the outgoing bookkeeper to the incoming bookkeeper.

• Organize and rectify bookkeeping files as necessary.

• Assess the bookkeeping procedures and client engagement schedule.

• Develop or modify bookkeeping workflows.

• Establish and keep comprehensive process documentation.

• Communicate with clients to ensure bookkeeping continuity and to enhance processes and procedures.

• Supervise the progress of the incoming bookkeeper during the transition phase.

• Relay transition updates and transfer bookkeeping methodologies, procedural insights, and documentation to the senior bookkeeper.

• Execute ad-hoc bookkeeping for clients who do not have dedicated bookkeeping services.

• Provide coverage for existing bookkeepers during their absences and vacation periods when required.

• Conduct catch-up bookkeeping for new clients as needed.

• Mentor bookkeepers in transitioning accounts smoothly.

⛳️ Requirements

• Strong understanding of accrual bookkeeping, payroll, debits and credits, clearing accounts, and bank reconciliations.

• Proficient knowledge of accounting systems, encompassing invoicing, payables, bookkeeping, and applicable tax rates.

• A minimum of 5 years of bookkeeping experience in a dynamic environment.

• Practical experience with Xero and QuickBooks Online (QBO).

• Exceptional written and verbal communication skills.

• Capability to efficiently manage multiple clients and tasks.

• Familiarity with task management tools such as Karbon, ClickUp, Monday, and Asana.

• Ability to work autonomously in a remote environment.

• Quick adaptability to learning new software.

• Experience in bookkeeping, invoicing, payables, and tax rates.

• Familiarity with Xero, QBO, Hubdoc, and Dext is advantageous.

• Reliable internet connection with a minimum upload/download speed of 6 Mbps.

🏝️ Benefits

• Fully remote work from a home office.

• Opportunities for professional growth and development.

• Annual performance-based salary increase.

• Tiered bonus structure on a quarterly basis.

• Comprehensive health, dental, and vision benefits fully covered.

• Access to virtual healthcare services.

• Paid Fridays off during July and August.

• Paid holiday shutdown in December.

• Provision of a brand-new laptop and all essential equipment.

• Supportive, inclusive, and low-ego workplace environment.

• Comfortable, casual, and professional dress code.