Job Description

As a key part of the bookkeeping operations team at TechFin, you will help operations organize files, contact vendors/clients, enter data and assist with key services. Key services performed by the Operations team include classify transactions, bank account reconciliations, credit card reconciliations, prep books for taxes, estimated quarterly taxes, and 1099 compliance. Using Microsoft Office, Slack, and QuickBooks Online (QBO) accounts, you will work alongside management to assist with the performance of the key services above.

How you will contribute:

Monitor the accuracy of client books using QBO
Communicate and follow up with clients for information
Sending deliverables and invoices to clients
Updating project and task statuses in Slack/Excel
Managing client communication in Slack
File statements, invoices, bills, and receipts in OneDrive
Perform bank and credit card account reconciliations

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