Bookkeeper & Tax Season Specialist (Remote, Part-Time)

Excello

6d•Remote

About The Position

Excello BPO is hiring a remote, part-time Bookkeeper & Tax Season Specialist to manage monthly books for a growing roster of small-business clients of a U.S. tax, accounting, and advisory firm. The role is based in Nicaragua and is scheduled for 20 hours per week year-round, with additional hours available from January through April, potentially up to full-time by agreement. The schedule is flexible Monday through Friday, with at least two hours of daily overlap with the founder; Sunday hours are optional. The engagement is as an independent contractor with Excello BPO, with a stated start date of November 2026. The specialist will manage bookkeeping for 10 to 20 clients, keep client files clean and review-ready, identify issues for the founder, and support tax-season work for more than 100 returns. Responsibilities include monthly transaction categorization and reconciliations; accounts receivable and payable; payroll journal entries and liability reconciliations; cleanup of overdue or incomplete books; preparation of financial reporting packages and workpapers; and tax return intake support. The role uses QuickBooks Online, sometimes Xero, Excel, and payroll reports from Gusto, ADP, or QuickBooks Payroll.

Requirements

At least 3 years of bookkeeping experience for U.S. small businesses.
Advanced QuickBooks Online skills.
Solid grasp of U.S. GAAP basics, accrual versus cash accounting, and the U.S. tax calendar.
Strong Excel skills, including pivot tables and XLOOKUP.
Fluent professional English, written and spoken, at C1 level or higher.
Ability to write clear client emails explaining what information is needed and why.
Exceptional attention to detail.
Deadline-driven and comfortable working independently from checklists.

Nice To Haves

S corporation and partnership experience is strongly preferred.
QuickBooks ProAdvisor certification is preferred.
Xero experience is a plus.
Power Query experience is a plus.
A bachelor's degree in accounting, finance, or business is preferred.

Responsibilities

Manage monthly bookkeeping for 10 to 20 small-business clients in QuickBooks Online and, for some clients, Xero.
Categorize transactions and maintain bank feeds and rules.
Reconcile bank, credit card, and loan accounts each month.
Process accounts receivable and accounts payable, including invoices, bills, payment tracking, and aging reports.
Record payroll journal entries and reconcile payroll liabilities using reports from Gusto, ADP, or QuickBooks Payroll.
Clean up and catch up books that are months behind, including rebuilding books from bank statements when records are missing.
Prepare month-end and year-end packages containing profit and loss statements, balance sheets, reconciliation reports, and a short list of open questions.
Flag unusual transactions, owner draw versus payroll issues, and missing documentation for the founder's review.
Use Excel for reconciliations, schedules, and data cleanup.
Prepare year-end workpapers for business returns, including Forms 1120-S, 1065, and Schedule C, and track 1099 vendors.
Support tax return intake by organizing client documents and tracking missing items.