Bookkeeper and Administrative Specialist
New
PhilippinesFull-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- English
- Experience
- Minimum 2 years
- Required Skills
- SalesforceSharePointMicrosoft ExcelMicrosoft OfficeHubSpotAsanaQuickBooks
Requirements
- Proven bookkeeping experience — minimum 2 years
- Direct experience with US accounting practices and tax filing (required)
- Proficiency in QuickBooks (required)
- Solid understanding of AP/AR principles and payroll
- Strong data entry skills with high accuracy
- Proficiency in Microsoft Office, especially Excel
- Excellent written and verbal English communication
- Experience with additional accounting software (Xero, Wave, FreshBooks) is a plus
- CRM experience (HubSpot, Salesforce, or Zoho) is a plus
- Familiarity with ClickUp, Asana, or Trello is a plus
- Experience supporting US-based clients or companies remotely is preferred
- Comfortable with cloud storage platforms (SharePoint, Google Drive) is preferred
Responsibilities
- Record day-to-day financial transactions and complete the posting process
- Verify transactions are recorded accurately across ledgers
- Bring books to trial balance stage and perform partial checks of the posting process
- Process accounts payable and receivable in a timely manner
- Handle payroll processing and ensure accuracy
- Complete and file US tax forms; support quarterly and annual tax preparation
- Manage invoices, receipts, and payment records
- Generate financial reports and statements
- Ensure compliance with US accounting standards and tax regulations
- Build and document bookkeeping processes and SOPs
- Respond to customer inquiries via email, phone, and support platforms
- Schedule appointments and manage client communications
- Resolve complaints and follow up to ensure client satisfaction
- Process orders, forms, applications, and service requests
- Maintain detailed records of customer interactions and feedback
- Support CRM updates and database maintenance
- Manage support tickets and provide timely resolutions
- Handle professional correspondence and vendor/team follow-ups
- Email management: sorting, filtering, responding, and follow-ups
- Calendar management: scheduling, rescheduling, coordinating appointments
- Travel management: booking flights, accommodations, and itinerary planning
- Document preparation: data entry, reports, and presentation design
- General file and records management
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