About The Back Room

We exist to free our clients' time so they can focus on what they do best — growing their business. We deliver smart, efficient solutions that liberate teams from everyday administrative tasks, and we hold ourselves to the same standard. Time is the ultimate currency, and we treat it like it.

About the Client

Our client is a US-based virtual CPA and advisory firm specializing in accounting, tax, and business consulting services. The firm partners with individuals, entrepreneurs, and small to mid-sized businesses to provide tailored financial solutions that support their business goals and long-term growth.

With a strong focus on personalized client service, the company combines traditional accounting expertise with modern cloud-based technologies to deliver efficient, flexible, and proactive financial support.

The firm values building long-term client relationships, maintaining high standards of service, and empowering business owners through reliable financial insights and strategic guidance.

What You'll Do

• Prepare monthly reconciliations for 18 businesses.

• Prepare tax-ready financial statements for 18 businesses on a monthly basis, as well as catch-up financials covering the full year for an additional 8–15 businesses.

• Enter adjusting journal entries for the accounting clients mentioned above.

• Prepare semi-annual and annual financial projections for tax planning purposes.

• Reconcile Stripe transactions with QuickBooks Online (QBO) for two high-volume SaaS clients.

• Prepare and submit ad hoc and customized reports monthly for one client.

• Perform weekly Accounts Payable (AP) and Accounts Receivable (AR) functions for one client.

• Prepare Forms 1099 for accounting clients.

• Prepare Forms 1099 for business tax clients who only require one to be issued to our firm.

• Contribute to developing the accounting project pipeline and coordinate project management with managers.

• Assist in assigning tax codes to the chart of accounts for the tax department.

• Assist with filing sales tax returns and state and local business licenses.

What We're Looking For

• Proficiency in QuickBooks, particularly QuickBooks Online (QBO).

• Familiarity with QuickBooks Desktop and Enterprise, including working with an accountant's copy.

• At least 5 years of experience in public accounting or a similar environment.

• Experience with month-end and year-end closing procedures and preparing tax-return-ready financial statements.

• Proficiency in workpaper referencing.

• Strong skills in Microsoft Excel, trial balance software, and Adobe, including the ability to create fillable forms.

• Understanding of US payroll taxes, including FICA, Medicare, state unemployment taxes, and payroll deductions. While payroll processing is not part of the role, the position involves working closely with clients to set up payroll services, address payroll notices, and calculate S Corporation officer payroll amounts.

• Experience cleaning up historical accounting records.

• Ability to manage the initial setup of client accounts in QBO, including creating a chart of accounts using account numbers.

• Familiarity with accounting system migrations.

• Understanding of capitalization rules, depreciation, and amortization.

• Experience managing AP/AR transactions in QBO.

• Experience posting adjusting journal entries provided by tax accountants, recording accruals and prepayments, and performing account analytics.

• Ability to reconcile book-to-tax differences between tax returns and accounting records.

• Strong technical aptitude, with the ability to quickly learn new software, navigate technology stacks, and adapt to new tools.

• Ability to work independently while remaining organized, detail-oriented, and proactive.

Nice to Have

• Tax return preparation experience.

• Familiarity with AI tools and technologies.

• Experience using practice management or project management applications and client portals.

• Experience working with SaaS, hospitality, and real estate clients.

• Familiarity with Thomson Reuters products, particularly UltraTax and Fixed Assets CS.

• Experience working with audited or reviewed financial statements.

Technology and Tools

The role involves working with the following software and platforms:

• QuickBooks Online

• Ace Cloud Virtual Machine

• Google Workspace (Google Drive, Gmail, and Google Calendar)

• 1Password

• Adobe

• Microsoft Office 365

• Canopy Client Portal

• Moffsoft Calculator

• Slack

• Potentially Workpapers CS

This role is open to Philippine citizens currently residing in the Philippines.

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