Bachelor's degree or diploma in Business Administration, Finance, Accounting, or a related field preferred.
3+ years of relevant experience in administrative support, executive support, virtual assistance, operations support, bookkeeping, accounting support, or financial operations.
Strong proficiency in QuickBooks Online.
Working knowledge of bookkeeping concepts, basic accounting workflows, document collection, and bookkeeping close processes.
Strong written English communication skills, especially for professional email communication, client follow-up, and drafting professional responses or templates.
Experience managing inboxes, client communication, administrative workflows, executive support tasks, and task management systems.
Strong organizational skills with the ability to manage multiple open items, prioritize by urgency and business impact, and maintain reliable follow-through.
Comfortable managing up and helping a senior leader stay focused, organized, and on track.
Strong attention to detail and accuracy, especially when handling financial, tax, client, and business information.
Professional judgment, discretion, and confidentiality when communicating with clients and handling sensitive information.
Comfort using Google Workspace, including Gmail, Google Drive, Google Docs, Google Sheets, and Google Calendar.
Ability to work independently in a remote environment while asking clear questions, identifying missing information, and escalating appropriately.
Experience creating checklists, SOPs, trackers, and repeatable administrative systems.
Comfortable supporting a U.S.-based professional services firm and working with a leader who moves quickly and values proactive follow-through.
Preferred Qualifications
CPA, ACCA, or equivalent professional certification.
Prior experience supporting a CPA firm, bookkeeping firm, accounting practice, tax practice, or financial services business.
Experience with Financial Sense or willingness to learn it as the firm adopts the platform.
Experience supporting Christian ministries, nonprofits, churches, or mission-driven organizations is a plus.
GK
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