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Accounting Specialist, US Client Support

Job not on LinkedIn

🔥 2 minutes ago

🇵🇭 Philippines – Remote

💵 $10 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

Where this job comes from

Posted on Plan Left's careers page, not through a job board

First seen by Remote Rocketship 2 minutes ago

Logo of Plan Left

Plan Left

11 - 50 employees

Founded 2012

📣 Marketing

☁️ SaaS

🛍️ eCommerce

Marketing • SaaS • eCommerce

Plan Left is a company that specializes in enhancing online presence and user experience through integrated marketing services. They offer a range of services including SEO, social media marketing, digital advertising, eCommerce marketing, and custom software development. Plan Left focuses on ROI-driven strategies, offering free SEO reviews, website development, and turnkey solutions for high-performance marketers. Their expertise extends to ADA compliance and enterprise hosting, ensuring comprehensive digital solutions for businesses. Recognized for their work in multiple industries, Plan Left emphasizes transparent planning, execution, and client empowerment.

📋 Description

• Reconcile every bank, credit card, and payment clearing account in QuickBooks Online weekly • Complete weekly reconciliations every Monday so QBO matches real-time banking data • Identify and flag discrepancies, including missing deposits, duplicate entries, and payment-processing timing mismatches • Trace unusual transactions to contracts or bank feeds before posting • Prepare complex journal entries with documentation for leadership approval • Deliver a month-end close package containing P&L, Balance Sheet, and AR aging by the 10th of each month • Eliminate transactions from Uncategorized Expenses and Ask My Accountant • Maintain an audit trail for outside US CPA quarterly reviews and tax filings • Own recurring agency-client invoicing through Nickel on the 1st of each month • Issue one-time project invoices when client contracts are executed • Track open invoices, apply payments to customer balances, and send reminders for accounts 15+ days past due • Enter vendor bills, match receipts, schedule payments, and maintain the master vendor file • Collect contractor hours, review virtual assistant timesheets, audit rate changes, and compile payroll-ready spreadsheets • Audit worker information for W-2 and 1099 classification compliance, including visa restrictions and work-status requirements • Format and cross-reference W-4, I-9, and W-8 BEN/BEN-E onboarding paperwork for Gusto or ADP processing • Build, optimize, and maintain written SOPs for recurring back-office processes • Respond to US team members and clients within one business day • Work directly with the US leadership team and outside CPA to maintain accurate QuickBooks Online records

🎯 Requirements

• Must be a Certified Public Accountant (CPA) in the Philippines with an active CPA license • 3+ years of direct, full-cycle bookkeeping experience for US-based small businesses • Elite daily hands-on proficiency in QuickBooks Online, including bank feeds, advanced bank rules, clearing accounts, and multi-currency reconciliations • Deep conceptual understanding of US payroll structures, payroll tax cycles, and W-2 versus 1099 classifications • Understanding of international W-8 BEN onboarding logic • Direct experience managing high-volume AR collections, structured billing cycles, and AP workflows for professional services or agency business models • Flawless written and verbal English skills for communication with US executives and vendors • QuickBooks Online ProAdvisor certification preferred • Experience supporting a digital marketing agency, MarTech firm, or consultancy preferred • Experience using Gusto, ADP, Wise, or Nickel preferred • Portfolio or proven track record of writing detailed technical accounting SOPs preferred

🏖️ Benefits

• Permanent, full-time remote position • Professional development through SOP architecture and process optimization

Apply Now

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