Bookkeeper / Office Administrator Jobs

About SayCPA Professional Corporation

Our vision is to use technology to simplify bookkeeping, payroll, and taxes for busy business owners.

Our mission is to reduce the amount of time a business owner spends on the financial operations of the business by acting as a remote accounting department that finds an easy and accurate way to collect the information needed to keep financial information up to date and tax filing on time.

We work with service-based professionals (mostly 1-2 owner companies) from Newfoundland and Labrador to British Columbia, and communicate with them through online tasks lists, instructional videos, and Zoom meetings.

We are a growing firm, and there is opportunity to experience multiple areas of the business including administration, bookkeeping, payroll, software support, personal and corporate tax, sales, and client management is tremendous.

We are a technology driven firm, there is opportunity to 1) learn and teach new software and 2) communicate virtually. You can do this from the office of the comfort of your home.

About the Role

As the firm’s bookkeeper/office administrator, you will have the opportunity to communicate with business owners to help them keep their books and payroll up to date and support them in their quest to grow their business. You’ll help maintain the organization of the firm, and with support from the owner will help keep the firm’s books up to date and test and implement new processes to help maintain a pleasant experience for our clients.

You’ll be responsible for keeping client information up to date, completing bookkeeping, setting up software for new clients, preparing and sending documents to clients, completing payroll for clients, preparing T-Slips, and providing day to day assistance to clients.

What Your Day to Day Will Look Like

·Bookkeeping in QuickBooks Online and CaseWare, including monthly, quarterly, and year-end bookkeeping.

·Online software setup (QBO, Wagepoint, CaseWare Cloud, Dext, Practice Ignition, Karbon), updating systems for changes (New/Terminated Users, Employees, Contractors, address changes)

·Provide documents to clients, instructions on making tax payments, instructions on how to use SayCPA utilized software

·Prepare payroll for clients, correspond with software provider on payroll related issues and discrepancies

·Prepare T4/T4A/T5s for clients

·Enter client information into systems (Name, Address, Identification Numbers, Etc.), Set up client tax files, CRA account registration and authorizations, Tax package completion and signature collection, Monitoring primary office phone line

·Any other client assistance in the preparation of their bookkeeping, corporate year end, payroll, and personal tax records

·Assist owner with the maintenance and management of the firm processes and workflows, complete bookkeeping for the firm

What You Need to Succeed

·Confidence working remotely and independently. You will have the opportunity to work either from the office, from home, or a combination

·Strong attention to detail and ability to self review

·Comfort communicating with individuals via phone, video, or zoom meeting, and the ability to present options to the client that gives them the opportunity to be satisfied

·Experience working with any combination bookkeeping/accounting software, including QuickBooks Online, Wagepoint, Dext, CaseWare, or Profile

·Experience with communication software including Zoom, Calendly, and Adobe

·Familiarity with the value of client relationship management (CRM) systems, specifically Karbon

·Previous accounting firm experience is a bonus

Why Join Us?

· Ability to work remote

·Flexible hours (agreed upon hiring)

·120 vacation/personal hours per year

·8 paid personal hours if your birthday falls on a workday

·$1,000 per calendar year health spending account (available after 6 months), OR health benefits available upon request

·$1,000 professional development reimbursement for business related development

·Access to firm computer equipment required to effectively fulfill the duties of your role

Our Values

·Crush deadlines

·Educate clients and ourselves on our software

·Explore simple solutions

·Provide information that is easy to understand and implement

·Appreciate work and personal time

·Engage in open communication

·Collaborate to achieve our goals

Our Recruitment Process

We are available to teach you everything you need to know about your role. If we miss something in your training, or assign you something you’ve never seen before, we will always be available to walk through how to complete your task.

We will try to make things as simple as possible. If you identify a more efficient way to complete a task, let us know! Together we can make processes easier.

We will give you the opportunity to meet and create relationships with our clients. These relationships can help make the communication and client support process easier.

We are a team. If you need additional training, a refresher, someone to sit in on a meeting with you, more work, less work, or to chat about anything, we are here to support you!

As a remote accounting firm, we are pleased to offer the opportunity to work in office or from home. The position is available in office (St. Albert, Alberta) or from home at your request.

Criminal and credit checks will be required before hiring process is complete.

Please provide references with your application.