Accounting Specialist

About the Role

We’re seeking a self-motivated, detail-oriented Accounting Specialist who is comfortable with both tactical and strategic responsibilities. The ideal candidate will have strong hands-on accounting experience, particularly in accounts payable and core accounting operations, along with mandatory experience using QuickBooks Online.

This is initially a part-time position of approximately 20 hours per week, with the potential to expand hours and responsibilities as the firm grows.

We are looking for someone who is detail-oriented, proactive, dependable, and comfortable working independently in a remote environment.

Key Responsibilities

Depending on experience and skill level, responsibilities may include:

- Process and manage accounts payable (AP), including invoice entry, coding, and payment coordination.
- Support accounts receivable (AR) processes and customer invoicing.
- Prepare and post journal entries.
- Perform bank and credit card reconciliations.
- Maintain accurate and up-to-date general ledger records.
- Assist with monthly and year-end closing activities.
- Support the preparation of financial statements and management reports.
- Assist with budgeting and forecasting, where applicable.
- Maintain organized financial records and supporting documentation.
- Work across multiple client accounts and ensure accuracy and timely completion of assigned tasks.
- Collaborate directly with the co-founders to improve accounting workflows and processes.
- Depending on seniority, review accounting work, identify discrepancies, and provide oversight or guidance to junior team members.

What We're Looking For

- Practical experience in accounting, bookkeeping, accounts payable, or financial operations.
- Strong, hands-on experience with QuickBooks Online (QBO) – mandatory, along with experience using Bill.com and proficiency in Microsoft Excel.
- Understanding of basic accounting principles and financial processes.
- Experience with AP processing, reconciliations, journal entries, and general ledger maintenance.
- Ability to manage tasks independently and meet deadlines.
- Strong attention to detail and organizational skills.
- Comfortable working remotely and communicating with a distributed team.
- Good written and verbal communication skills.
- Ability to work with multiple clients and manage competing priorities.

Requirements

Preferred Qualifications

- Experience working with outsourced accounting firms or multiple client accounts.
- Knowledge of GAAP and month-end close procedures.
- Experience with Xero, NetSuite, Bill.com, or other accounting platforms.
- Experience preparing financial statements, budgets, and forecasts.
- CPA, ACCA, or equivalent accounting qualification (preferred, depending on experience level).
- Previous experience reviewing work or mentoring junior accounting staff.

Work Schedule & Compensation

- Hours: Approximately 20 hours per week.
- Employment Type: Part-time, with potential to expand to additional hours as the business grows.
- Working Hours: Preference for availability during 8 AM – 5 PM EST
- Location: Fully remote.

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.