Contracts Specialist - Paralegal with Accounting Experience

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February 8

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OnlyExperts

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Finance • Recruitment

OnlyExperts is a company that specializes in providing offshore accounting experts at a significant cost saving compared to hiring locally in the U. S. They offer a wide range of accounting roles including bookkeepers, staff accountants, accounting managers, and payroll specialists, all pre-vetted by experienced CFOs and accounting leaders. OnlyExperts focuses solely on full-time offshore placements, primarily from the Philippines and Latin America, ensuring candidates with strong English and technical accounting skills who are familiar with U. S. GAAP. By charging a flat fee, the company helps organizations save up to 80% of the cost of hiring equivalent U. S. -based talent.

2 - 10 employees

💸 Finance

🎯 Recruiter

📋 Description

• Overview: We are hiring for our client, a cloud-based software solution provider that specializes in asset management, operations management, investor management, data analytics, and automation. • Position Summary: The Paralegal or Contracts Specialist will play a critical role in supporting client onboarding, reviewing contracts (which will comprise 80% of daily work), and providing QuickBooks consulting. • Key Responsibilities: • Client Onboarding: • Assist with onboarding new clients, ensuring proper data entry of legal documents such as leases and loans. • Lead or participate in virtual meetings with team members and clients via Zoom to support onboarding. • Perform software-related tasks during the onboarding process, including configuring integrations and ensuring data accuracy. • Contract Review: • Conduct thorough reviews of client contracts, identifying discrepancies, ensuring compliance, and mitigating risk. • Draft and revise contracts to meet the company’s standards and the clients’ needs. • Work closely with the legal and sales teams to ensure contracts align with business objectives. • QuickBooks Consulting: • Assist clients in setting up, managing, and troubleshooting QuickBooks-related issues. • Provide guidance on how to effectively use QuickBooks in conjunction with the company's software. • Address customer queries and assist in resolving technical issues involving QuickBooks integration. • Remote Work Requirements: • A clean, professional background conducive to video meetings. • Stable, consistent remote work location with reliable high-speed internet. • Computer equipment necessary to perform the work effectively. • Must be based in Latin America or Philippines. • Ideal Candidate: This person is customer-focused, highly organized, and takes ownership of their work.

🎯 Requirements

• Experience with QuickBooks Desktop or QuickBooks Online is essential. • Excellent written and verbal communication skills in English. • Strong customer service skills, with the ability to troubleshoot client issues. • Proficiency in technology and the ability to resolve tech-related challenges independently. • Detail-oriented with the ability to manage complex records and processes. • Ability to prioritize tasks, handle multiple projects simultaneously, and meet deadlines. • Strong follow-through and organizational skills. • Must be able to identify areas for process improvement and work closely with the team to implement solutions. • Ability to work remotely effectively and maintain communication with internal and external stakeholders.