- Microsoft Word
- Microsoft Office
A company in Kennesaw, GA seeks a skilled financial services professional to the fulfill the role of Part-time Bookkeeper Accountant Finance Professional for a group of clients. If you are a driven, self-starter seeking an opportunity to showcase your money management expertise, this may be an ideal position for you.
The ideal candidate is a service-oriented professional who is comfortable assisting clients in simplifying their complex personal finances. It involves working closely with clients both in person and remotely to guide them through the money management process and handle a variety of financial duties on their behalf. Travel to client locations in Cobb and Fulton counties is required.
This part-time position has a schedule of about 20 hours/week that will vary based on workload. There is flexibility to determine the work schedule within the scope of regular business hours.
Management of clients' personal finances including paying bills
General bookkeeping duties including reviewing and posting transactional data, account reconciliation, general ledger balancing.
Creation of general financial statements
Assistance with gathering documents needed for tax filing purposes
Ongoing communication with clients' other financial partners
Negotiation of rates on clients' behalf with vendors
Bachelor's degree in Accounting, Finance, or a related field of business.
Minimum of 3 years' experience in bookkeeping, accounting, or personal money management
Basic knowledge of personal income tax returns and forms
Strong quantitative skills and a finance/numbers-focused orientation
Hands-on experience with QuickBooks or Peachtree Accounting
Proficiency with Microsoft Office (Word, Excel)
Experience with Quicken strongly preferred
Excellent verbal and written communication skills
Prior experience working with C-Suite executives and/or business owners preferred
Reliable transportation is required
Pay rate: $35/hour, plus paid time off