Location: Austin, TX or Virtual / Telecommute TX, LA, CT, OH, KY, AZ
Job Type: Full Time / Salaried
QuickBooks training, consulting, troubleshooting plus some bookkeeping including but not limited to: evaluating client needs; developing configurations to support business processes; assisting with implementing technical systems and software; and troubleshooting implemented solutions.
Serving as a project team lead and a participating member of the project.
Regularly participate in scoping projects, developing client proposals, and assisting with product demonstrations.
Under general supervision, our software consultants are expected to:
Independently manage assigned clients, including but not limited to: maintaining client documentation and files; identifying additional client needs and creating upsell opportunities; and meeting or exceeding expected billable goals;
Track and communicate project status to all necessary parties and maintaining client pipelines using our project management system;
Provide ongoing training and end-user support during and after technical system and software implementations;
Provide bookkeeping and accounting creation services, including but not limited to: accounts receivable; accounts payable; reconciliation; and monthly close process setup;
Use excellent written and verbal communication skills to effectively correspond with external and internal parties;
Perform other functions as assigned in accordance with business need
Required skills, experience, and knowledge:
2+ years of experience with QuickBooks enterprise
2+ years of experience with QuickBooks desktop (Pro or Premier)
QuickBooks Desktop Certification (current or willing to obtain prior to employment)
QuickBooks Enterprise Solutions Certification (current or willing to obtain prior to employment)
Intermediate to advanced knowledge of Microsoft Excel
Intermediate knowledge of accounting practices and principles
Intermediate project management skills
Bachelor’s degree or any equivalent combination of experience and training that will provide the necessary knowledge, skill, and abilities to perform the functions of the advertised position proficiently.
Preferred skills, experience, and knowledge:
Experience with software implementations
Experience with data conversions/migrations
Controller or management experience
Consulting firm or CPA firm work experience
Ideal candidate will demonstrate:
Willingness to take ownership of client experience and projects through diligence, dedication, and consistency
Ability to build excellent client relationships
Ability to work under general supervision within a team dynamic
- Employer-Paid Medical, Dental/Vision, and Life Insurance
- 401(k) and PTO
- Limited Office Expense Reimbursement
- Tuition/Training/Membership Payment Program
- Work from Home
- Flex hours for Consultants
- Company laptop, monitor, phone, etc.
- Opportunity to participate in company sponsored charity events