Part-Time Bookkeeper

Join a Firm That Values Expertise, Professional Growth, and Leadership Development

Lee Neville Tax, LLC is seeking a detail-oriented bookkeeper with solid QuickBooks Online experience to support our small business clients.

Our bookkeeping services primarily focus on after-the-fact accounting: organizing completed transactions, reconciling accounts, resolving discrepancies, and preparing accurate financial reports to support tax preparation. This position is ideal for someone with established bookkeeping skills who enjoys working independently while collaborating with a tax and accounting team.

Position Responsibilities

Bookkeeping & Financial Reporting

• Maintain accurate client records in QuickBooks Online.
• Review, record, and categorize income, expenses, transfers, and other transactions.
• Identify and resolve missing, duplicate, or incorrectly classified entries.
• Reconcile bank, credit card, loan, and other balance sheet accounts.
• Review payroll entries, owner contributions and distributions, and related account activity.
• Complete monthly, quarterly, and annual bookkeeping according to each client’s service agreement.
• Prepare and review balance sheets and profit and loss statements.
• Investigate discrepancies and unusual balances, seeking guidance when needed.
• Assist with cleanup and catch-up bookkeeping to bring client records current.

Client Onboarding & Communication

• Assist with onboarding new bookkeeping clients and reviewing existing records.
• Set up and maintain QuickBooks Online accounts, including charts of accounts, bank connections, and opening balances.
• Help clients transition to the firm’s bookkeeping and document-sharing processes.
• Request missing records and follow up on outstanding questions.
• Communicate clearly and professionally about bookkeeping needs, corrections, and deadlines.
• Maintain organized client notes and documentation.

Tax Preparation Support

• Prepare accurate, reconciled books and supporting schedules for the tax preparation team.
• Review year-end loan balances, payroll accounts, fixed asset activity, and owner equity transactions.
• Help gather information needed for tax preparation and 1099 reporting.
• Record adjusting entries provided or approved by the tax team.
• Coordinate with tax preparers to resolve bookkeeping questions and reflect prior-year adjustments correctly.

Workflow & Data Security

• Manage multiple client accounts and meet established deadlines.
• Follow consistent bookkeeping procedures and closing checklists.
• Identify opportunities to improve accuracy and efficiency.
• Keep the team informed of missing information, unresolved issues, and potential delays.
• Protect confidential client information and follow the firm’s data security procedures.

Qualifications

• Prior bookkeeping experience sufficient to handle routine client bookkeeping and reconciliations independently.
• Working proficiency in QuickBooks Online.
• Solid understanding of transaction classification, reconciliations, balance sheets, and profit and loss statements.
• Experience identifying and correcting common bookkeeping errors.
• Strong attention to detail, organization, and time management.
• Clear, professional written and verbal communication.
• Ability to work independently in a fully remote environment and ask questions when appropriate.

Preferred qualifications:

• Experience serving multiple small business clients.
• Experience working in a tax or accounting firm.
• Familiarity with bookkeeping cleanup and year-end preparation.
• QuickBooks Online ProAdvisor certification.
• Church or nonprofit bookkeeping experience is a plus.

Compensation & Benefits

• Hourly rate of $17.50–$35.00, based on experience and qualifications.
• Part-time, fully remote position with an average 15 - 30-hour workweek.
• Flexible daily schedule, subject to client needs, deadlines, and team coordination.
• Employer retirement contribution match, subject to plan eligibility and terms.

How to Apply

Submit your résumé and a brief introduction to Susan@LeeNevilleTax.com. Please describe your QuickBooks Online experience and the types of bookkeeping work and clients you have supported.