Excello
51 - 200 employees
Founded 2014
💼 Consulting
Consulting • Outsourcing • Customer Service
Excello is a Business Process Outsourcing (BPO) company that helps its partners unlock their full potential by providing customized solutions tailored to their needs. With a focus on strategy, talent, and innovation, Excello transforms possibilities into realities through services like customer service, back office support, and outbound services. The company emphasizes cultural alignment and flexibility in its approaches, thus ensuring trustworthy and long-term partnerships with diverse clients in various industries.
Bookkeeper – Tax Season Specialist
🔥 23 hours ago
Where this job comes from
Posted on Excello's careers page, not through a job board
First seen by Remote Rocketship 23 hours ago
Still open on Excello's site. Checked 1 hour ago.
Excello
51 - 200 employees
Founded 2014
💼 Consulting
Consulting • Outsourcing • Customer Service
Excello is a Business Process Outsourcing (BPO) company that helps its partners unlock their full potential by providing customized solutions tailored to their needs. With a focus on strategy, talent, and innovation, Excello transforms possibilities into realities through services like customer service, back office support, and outbound services. The company emphasizes cultural alignment and flexibility in its approaches, thus ensuring trustworthy and long-term partnerships with diverse clients in various industries.
📋 Description
• Manage monthly bookkeeping for 10 to 20 small business clients in QuickBooks Online and, for some clients, Xero • Categorize transactions, maintain bank feeds and rules, and reconcile bank, credit card and loan accounts monthly • Process accounts receivable and accounts payable, including invoices, bills, payment tracking and aging reports • Record payroll journal entries and reconcile payroll liabilities using Gusto, ADP or QuickBooks Payroll reports • Clean up and catch up books that are months behind, including rebuilding records from bank statements • Prepare month-end and year-end packages, including P&L, balance sheet, reconciliation reports and open questions • Flag unusual transactions, owner draw versus payroll issues and missing documentation for founder review • Use Excel for reconciliations, schedules and data cleanup • Prepare year-end workpapers for Forms 1120-S, 1065 and Schedule C • Track 1099 vendors • Organize tax-season client documents and track missing items • Support a tax season involving more than 100 returns
🎯 Requirements
• 3+ years of bookkeeping for U.S. small businesses • S corporation and partnership experience strongly preferred • Advanced QuickBooks Online skills • QuickBooks ProAdvisor certification preferred • Xero experience a plus • Solid grasp of U.S. GAAP basics, accrual vs. cash accounting and the U.S. tax calendar • Strong Excel skills, including pivot tables and XLOOKUP • Power Query a plus • Fluent professional English, written and spoken (C1 or higher) • Exceptional attention to detail • Deadline-driven and comfortable working independently from checklists • Bachelor's degree in accounting, finance or business preferred • Ability to work Monday to Friday with at least 2 hours of overlap with the founder • Independent contractor arrangement
🏖️ Benefits
• Paid monthly in USD • Steady year-round hours • More hours available during tax season • Ongoing support from the Excello team • Long-term remote role • Flexible schedule • Optional Sunday hours
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