About Us
Our team structure pairs each small business client with both a Staff Accountant and a CPA, creating opportunities for mentorship, growth, and long-term career development. Over time, the goal for this role is to independently manage a portfolio of clients and confidently handle their day-to-day accounting needs.
Position Details
- Full-time position
- Schedule: Monday–Friday, 8:00 AM – 5:00 PM CST
- Remote position
- Must be comfortable using Microsoft Teams and other cloud-based tools
What You'll Do
- Maintain bookkeeping records for small business clients
- Prepare bank and credit card reconciliations
- Record journal entries and assist with monthly financial statements
- Prepare sales tax returns and related filings
- Assist with year-end close and required business filings
- Communicate with clients and internal team members regarding assigned work
- Support tax preparation and other accounting-related projects as needed
- Work closely with assigned CPAs to ensure accurate and timely financial reporting
Requirements
What We're Looking For
- 2+ years of bookkeeping or accounting experience with a US firm
- QuickBooks Online experience is required
- Strong attention to detail and organizational skills
- Dependable and able to manage deadlines effectively
- Comfortable using accounting software, Excel, Microsoft Teams, and general office technology
- Strong English Language skills
- Professional communication skills with a client-service mindset
- Knowledge of sales tax and payroll tax processes is a plus
- Ability to learn quickly and grow into independently managing client accounts
- Experience with workflow and task management software
- Ability to take initiative and onboard quickly with minimal supervision
Benefits
- Client Relationship: You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.
- Payments: All payments for your services will be handled by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you.
- Vacation Leaves and Holidays: While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client’s business needs and any specific policies or preferences they may have in this regard.
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Application Process:
- As part of your application, you’ll be asked to record your responses to the initial interview questions through a Loom video (questions & instructions are in the application page).
- Our team will carefully review your submission, and if shortlisted, we’ll share your responses with the client for their review and next steps.
- Please treat this recording as you would a real interview:
- Come prepared and make sure you’re clearly visible on camera.
- Record your answers in a quiet, well-lit, and clutter-free space with a stable internet connection.
- We’re excited to get to know you better! Show us your personality and strengths. We encourage you to answer authentically and in your own words, without reading from a script or using AI tools.