Connectly

Accounting Coordinator - Admin Specialist (US Financial Advisory, WFH)

Philippines

$660,000 – $720,000Compensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, AccountingIndustries

Job Opportunity: Remote Bookkeeper

Employment Type: Full-time Workplace: Remote Department: Accounting Published: 2025-07-01


Position Overview

ConnectOS is seeking a skilled and experienced Bookkeeper to join an awesome team. This role is crucial for maintaining client books and ensuring the quality of accounting projects. The ideal candidate will have a strong understanding of transactional accounting, QuickBooks, and US tax laws.


Salary & Schedule

  • Salary: P55,000 – P60,000 (Monthly Package)
  • Schedule: Tuesday - Saturday (4:00 AM to 1:00 PM PHT)

Requirements

  • Education: Bachelor Degree in Accounting, Finance, or related field of study.
  • Experience:
    • 3-5 years of recognized bookkeeping or Client Accounting Service (CAS).
    • A minimum of 2 years of recent experience working within QuickBooks Online or QuickBooks Desktop.
  • Skills:
    • Proficient in QuickBooks, including transactional accounting, A/R, A/P, payroll, sales tax, journal entries, financial reporting, 3rd party app integration, and banking/credit card reconciliations.
    • Knowledge of US tax laws, regulations, and deadlines.
  • Preferred Credentials/Certifications:
    • QuickBooks Online Pro Certification or QuickBooks Online Advanced Certifications.
    • CPA license / Bookkeeping certification.
    • Some knowledge of accounting and tax in the cannabis industry.

Responsibilities

  • Perform monthly client accounting/bookkeeping projects.
  • Maintain client books according to supervisor instructions.
  • Review CAS projects to ensure quality, including:
    • Checking Tax Basis of Financials (Cash or Accrual).
    • Matching Balance Sheet to prior year tax return.
    • Reversing entries for AP, AR, Cash, Credit Cards, and Loans.
    • Matching Payroll Wages and Payroll Tax to Payroll Tab.
    • Ensuring bank and credit card accounts are properly reconciled monthly.
    • Ensuring auto loan accounts are properly reconciled or adjusted.
    • Analyzing balance sheet comparisons and identifying document differences.
    • Verifying items under $1K are not capitalized to fixed assets.
    • Presenting Revenue variances to the Managing Partner for resolution.
    • Presenting variances in Tax Payable to the Managing Partner for resolution.
    • Completing Tax Workpaper allocations on the P&L.
  • Provide customer service and communicate with clients as needed.
  • Refresh and ensure the accuracy of the following Workpapers:
    • A03 Payroll tab
    • U01 Revenue Tab
    • C01 Cash Tab
    • K01 Tab (Credit Card, Auto Loans, and Tax Payable)
  • Assist with miscellaneous projects such as tax vouchers and extensions.
  • Manage Franchise Tax Board projects, Assemblies, and partner job status meetings.
  • Update jobs in Office Tools (Compliance) and manage Office Tools.
  • Enter clients into Lacerte and manage client folders.
  • Pull missing data reports from Lacerte for individual tax returns for the tax team.
  • Provide backup support for support staff as needed.

Benefits & Perks

  • Work From Home (WFH)
  • Medical, Dental Coverage, and Life Insurance from day 1 of employment.
  • Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion).
  • Competitive salary package and annual appraisal.
  • Financial Assistance Program.
  • Mandatory Government Benefits and 13th Month Pay.
  • Regular Company Events, Work-Life Balance, and Career growth opportunities.

Company Information

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our Client is born out of the evolution of 420 CPA, a pioneering firm in cannabis accounting founded in 2009. They represent a new chapter, combining the trusted expertise of 420CPA with innovative strategies designed for the future of cannabis finance.


JOIN CONNECTOS NOW!

#ConnectOSCareers #JoinConnectOS #ConnectOSRecruitment


Equal Employment Statement: Employment decisions at ConnectOS will be conducted without consideration of factors such as age, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

Skills

QuickBooks Online
QuickBooks Desktop
Bookkeeping
A/R
A/P
Payroll
Sales Tax
Journal Entries
Financial Reporting
Banking Reconciliations
Credit Card Reconciliations
US Tax Laws
CPA License
Bookkeeping Certification
Industry Knowledge (Cannabis)

Connectly

AI-powered marketing automation for e-commerce

About Connectly

Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.

San Francisco, CaliforniaHeadquarters
2020Year Founded
$33.7MTotal Funding
SERIES_BCompany Stage
Consumer Software, AI & Machine Learning, Consumer GoodsIndustries
51-200Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Flexible Work Hours
Remote Work Options
Company Equity

Risks

Increased competition from Alibaba's AI initiatives could overshadow Connectly's offerings.
Reliance on Shopify and Vtex poses risks if they develop their own AI solutions.
Rapid AI advancements require Connectly to continuously innovate to stay competitive.

Differentiation

Connectly.ai automates sales and marketing for e-commerce with AI-powered Sofia AI platform.
The platform integrates seamlessly with Shopify and Vtex, enhancing user experience and sales.
Connectly.ai supports over 20 languages, including local slang, for personalized customer interactions.

Upsides

Connectly.ai raised $20 million in Series B funding led by Alibaba in 2023.
The platform's AI-driven personalization boosts conversion rates and customer satisfaction.
Connectly.ai's multilingual support enhances global customer engagement and market reach.

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