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UniFi Books is hiring a

Senior Implementation Specialist--Accounting

  • USA Only
  • Full-Time
  • 0 applicants (0%)

Location: US Locations; 100% Remote

Must be eligible to work in CA, ID, WY, TX, TN, WA, or IL. This position is fully remote, work from home.

Job Summary:

Responsible for setting up and performing all client services for assigned implementation clients in a timely, complete and accurate manner while client is in implementation. Supervises other implementation specialists and checks their work. Services include, but are not limited to: bookkeeping and related services; client support services; payroll administration; sales tax filing; chart of accounts conversions.

Essential Job Functions:

Below include the fundamental tasks and duties to be completed by the individual holding this position for all assigned clients:

  • Hours and Workspace:
    • This position requires dedicated, uninterrupted work hours during normal business hours from 8:30am to 5:00pm Monday through Friday. Implementation Specialists are required to provide a quiet, professional work space including a desk, chair, and dedicated wired internet connection (not WiFi) to conduct their responsibilities.
  • Client Setup & Services:
    • Bookkeeping services in QuickBooks Desktop, QuickBooks Online and other platforms:
      • Configuration of accounting software
      • Data entry
      • Discovery of relevant bank accounts, loans, and other balance sheet accounts
      • Accounts receivable
      • Accounts payable
      • Reconciliations
      • Monthly and annual closing procedures, reporting and journal entries
      • Preparation of monthly, quarterly, annual financial statements
    • Related Bookkeeping Services :
      • Preparation of supplemental reports
      • Check runs
      • Payment processing
      • Historical back-work
      • Chart of accounts conversions
    • Responsible for reviewing other team members’ work.
      • Client support services
        • Acting as the primary point of contact for assigned clients during implementation process
        • Being available to clients throughout the implementation process for support services upon request. Such services may include:
          • Responding to client questions by phone or email
          • Special projects
          • Audit support
        • Payroll administration
          • Personnel changes (new hire, existing employee changes, and other)
          • Retrieval and calculation of employee hours, as applicable to client
          • Processing of payroll with third party payroll service provider
          • Generating and sending payroll reports to client
        • Sales Tax Filing
          • Submit required sales tax filing forms and process sales tax payment utilizing POS or other records
          • Save all supporting documents and workpapers to the client folder
        • Additional services as applicable
      • Data Collection, Archiving and Documentation
        • Save all documents used in the course of services provided whether retrieved from third party (such as: bank, payroll provider, Google drive, and so on), directly from the client or internally calculated onto company shared drive.
        • Obtain from client or other sources sufficient support for work completed
        • Document nonstandard processes and critical client information in client workbook
        • Update tasks completed in the Portal and task management schedules throughout the day
      • Ensure that all client services are completed accurately and completely on or before deadlines

Required Skills/Abilities:

  • Excellent verbal and written communication skills.
  • Excellent interpersonal, analytical, and problem solving skills.
  • Excellent time management skills, organizational skills and attention to detail.
  • Ability to prioritize tasks and meet deadlines.
  • Ability to act with integrity, professionalism, and confidentiality.

Physical Requirements:

  • Prolonged periods of remaining stationary at a desk and working on a computer.
  • Must be able to move boxes weighing 15-25 pounds at times.

Location : US Locations Only

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