Date Posted: September 26, 2023
Application Deadline: November 30, 2023
Job Type: Full-Time / Permanent
Job Category:

• Business, Accounting and Marketing

Job Start Date: Immediately
Job Location: Remote / Work-From-Home Position
Positions Available: 1
Salary: $45,000 - $60,000 annually
Hours Per Week: 40

Job Description

Weekly Bookkeeping Responsibilities:

• Processing bank and credit card transactions on a weekly basis Processing supplier invoices Setting up supplier payments (weekly or bi-weekly)
• Processing payroll and withholding tax (weekly, bi-weekly or semi-monthly)
• Processing expense reports (bi-weekly)
• Issuing customer invoices

Monthly Bookkeeping Responsibilities:

• Completing bank reconciliations
• Completing credit card reconciliations
• Balance sheet reconciliations GST / PST filings

US Account Specifics:

• Under the direction of the US Client’s CPA firm:
  • Compile and track US sales tax
  • Compile US employee withholding tax

Client Relationship Management

• Partner with the Controller to ensure a smooth transition throughout onboarding to “smooth sailing” client status (target: 90 to 120 days)
• Develop trust and rapport with clients, resulting in minimal escalation issues
• Consistently achieve an NPS score of 9+ (client satisfaction rating)
• When requested, participate in telephone and/or Zoom calls for time-sensitive or relationship-sensitive topics
• Ensure communication flow does not overwhelm and/or create “email clog” for entrepreneurs and/or client lead point-of-contact

Company Collaboration

• Participate in company meetings and planning sessions as required, owning and delivering on assigned “rock(s)”
• Participate in monthly GS&Rs to ensure client expectations are being met and personal/professional goals are being achieved
• Participate in “Bookkeeper L10s”, focused on continuous improvement and/or new technologies
  
  
  

Qualifications

• 5+ years of bookkeeping experience
• Experience working with different apps or software to streamline processes
• Private home office and all necessary tools to work remotely.

Other

• HSA Flexible and uncapped paid-time-off Social events

How to Apply

Submit your application by email to the company contact listed below.
Documents to be included:

Cover LetterResume

Company Information

Company Name: Shift Financial Insights

Address: 20788 87 Avenue

City/Town: 20788 87 Avenue

Postal/Zip Code: V1M 3W7

Province/State: PEI

Country: Canada

Website: https://shiftfinancial.co/

Company Contact

Contact Person: Shannon Johnston

Contact Person Job Title: President

Telephone: 778-808-6863

Email: careers@shiftfinancial.co