Staff Accountant

What you’ll do (Key Responsibilities)

1. Multi-client bookkeeping (QBO-first)

   1. Manage bookkeeping for multiple clients simultaneously (context switching is a core part of the job)

   2. Maintain accurate books in QuickBooks Online (QBO) (and Zoho Books where applicable)

   3. Ensure clean categorization, vendor/customer coding, and supporting documentation

2. Accounts Receivable (AR)

   1. Send billing emails and track collections

   2. Maintain customer dues tracker and follow-up communications

   3. Record receipts and properly match payments in QBO

3. Accounts Payable (AP) + Payments (International PG)

   1. Record vendor bills and maintain payable schedules

   2. Collect invoices received via email/chat channel, organize and file properly

   3. Prepare weekly payment batches in International PG as per internal SOP/approval flow

4. Bank & balance sheet reconciliations

   1. Perform bank reconciliations regularly

   2. Reconcile key balance sheet accounts (clearing accounts, vendor/customer balances, etc.)

   3. Identify anomalies early and propose fixes

5. Month-end close support

   1. Ensure all AP/AR/expenses/accruals are posted before close

   2. Assist in monthly reporting schedules and close checklists

   3. Keep books “audit/tax ready” with proper documentation

6. Client coordination + documentation discipline

   1. Proactively request missing input from clients and close open items

   2. Maintain organized work papers: invoices, receipts, bank statements, confirmations

7. US Tax Accounting + Tax Workpapers (Support)

   1. Prepare tax-ready books and perform book-to-tax cleanup (reclasses, add-backs tagging, correct mapping)

   2. Prepare Tax P&L / tax-basis P&L from QBO (with reclassification notes)

   3. Create and maintain tax workpapers: meals/entertainment summaries, owner draws/distributions, bank interest, fixed asset list support, etc.

   4. Build a clean year-end tax package for CPA review

   5. Tax return data preparation (under CPA supervision)

   6. Compile and input data into tax organizers/templates/software

   7. Support data prep for common forms/workflows (data prep level): 1040 / 1065 / 1120 / 1120S / 1099 (as applicable)

   8. Track missing items, follow up with clients, and maintain a tax-season checklist

Note: This role supports tax preparation and tax accounting. Final review/sign-off is done by a CPA/CA on the team.

What you should have (Requirements)

Must-have Requirements (Non-negotiable)

• Strong hands-on QuickBooks Online (QBO) experience

• Prior experience in a CA/CPA firm or a multi-client accounting role

• Ability to manage multiple clients concurrently without getting stuck on one client

• Solid fundamentals: AP/AR, bank reconciliation, documentation, month-end discipline

• Excel/Google Sheets proficiency (pivots, lookups, cleanup trackers)

• Strong written communication for client emails/follow-ups

• Comfortable working UK hours (9 AM–6 PM British Time)

Good-to-have (Strong Advantage)

• Zoho Books experience

• Wise payments / banking tools exposure

• US tax season exposure (work papers / organizers / book-to-tax adjustments)

What success looks like (30–60 days)

1. You handle multiple client ledgers with minimal supervision

2. Reconciliations are on time, books are clean, and documentation is complete

3. Tax P&L/work papers are prepared correctly and consistently

4. You proactively chase missing info and keep deadlines on track

How to apply

Send:

• Your resume and cover letter containing :

  • A short note confirming:

  • Years of QBO experience

  • Your multi-client / CA/CPA firm experience

  • Whether you can work in UK hours

  • Any US tax support experience (tax P&L / workpapers / organizers)