About this role

Execute bookkeeping tasks, including reconciliations and journal entries
Support tax preparation and auditing processes as needed
Maintain clean, organized, and up-to-date financial records
Analyze existing workflows and identify opportunities for optimization
Improve auditing and reporting processes through better systems and documentation
Develop, document, and follow Standard Operating Procedures (SOPs)
Use Excel and QuickBooks to organize, analyze, and report financial data
Leverage AI and automation tools to streamline repetitive tasks such as email management and follow-ups
Manage email communications professionally with clients and internal stakeholders

Proven experience in bookkeeping and financial data management
Exposure to auditing, tax processes, or administrative support within accounting environments
Background in accounting preferred
Advanced proficiency in Excel
Strong working knowledge of QuickBooks
Ability to evaluate processes, identify inefficiencies, and propose improvements
Strong written and verbal English communication skills
High attention to detail and accuracy
Familiarity with modern workflow optimization tools

Bookkeeper – Process Improvement Specialist

Key skills