Junior Bookkeeper

**Company Overview**: We are a diversified portfolio of US-based companies operating primarily in healthcare and real estate. Our real estate portfolio includes investments, property management, and both long-term and short-term residential rentals. As we expand our services to include bookkeeping and tax preparation, we are seeking a dedicated Junior Bookkeeper to join our team.

**Key Responsibilities**:

- QuickBooks Online Management:

- Maintain up-to-date records of financial transactions in QuickBooks Online for all portfolio companies.
- Classify and record transactions accurately across various business lines (e.g., healthcare, property management, rentals).
- Reconcile bank accounts, credit cards, and other financial accounts on a regular basis.
- Processing Payments:

- Prepare and process payments to vendors, contractors, and employees.
- Manage accounts payable for different business entities (intercompany accounts), ensuring timely payments.
- Payroll Management:

- Assist in the preparation and processing of payroll, ensuring accuracy and timeliness.
- Prepare and file payroll taxes on a quarterly basis, adhering to regulatory deadlines.
- Prepare, review, and submit quarterly tax filings:

- Work with accounting staff to ensure compliance with federal and state tax requirements across the healthcare and real estate sectors.
- Quarterly Tax Filings
- Bookkeeping Support:

- Perform general bookkeeping tasks, including recording revenue, expenses, assets, and liabilities.
- Generate periodic financial reports, including balance sheets, income statements, and cash flow statements.
- Additional Duties:

- Maintain organized digital records of all financial documents.
- Assist with special projects, data analysis, and reporting tasks as assigned.
- Identify opportunities to improve workflows and efficiencies.

**Qualifications**:

- Education: Associate degree or higher in Accounting, Finance, or a related field.
- Experience: 2-3 years of bookkeeping or related experience, preferably with QuickBooks Online.
- Knowledge of US tax laws and regulations.
- Real estate experience a strong plus.
- Health care experience a strong plus..
- Excellent analytical, organizational, and communication skills.
- Ability to work independently and remotely, managing multiple priorities in a fast-paced environment.

**Benefits**:

- Competitive salary and performance-based bonuses.
- Professional development and training opportunities.
- Collaborative and inclusive company culture.

Application Question(s):