Job Description
JOB RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO:
This role will take the lead on 30-50 client accounts. When we say “take the lead” we mean that BKA bookkeepers can independently:
- Answer all client emails and questions. If unable to answer a client’s questions, they seek out a Team BKA expert for the answer, then follow up with team members and clients to ensure client needs are met.
- Proactively provide checklists of required documents and deadlines for client use.
- Suggest strategies to simplify bookkeeping and accounting systems for Team BKA and our clients
- Thrive and adapt as clients grow and their systems and processes change
- Manage their own time and assigned projects to meet all deadlines and compliance requirements
- Follow up with clients and fellow team members regarding open projects and deadlines
- Maintain their knowledge of US tax and payroll requirements and can evaluate all client records...