Data Entry Specialist

OVERVIEW:

A growing tech-based CPA firm offering weekly flex scheduling. We’re seeking a Data Entry Specialist who is technology-savvy and a high-performing team member to be a shining light to our valued bookkeeping department. We’re needing an independent, get-the-job-done person where your contribution helps support our valued clients and supports the bookkeeping team to help the company continue growing.

POSITION CRITERIA NEEDED:

You are in Austin, TX (available to be in office) who is looking for a career in accounting with this data entry position and looking to grow with Insogna CPA into more experienced positions within the bookkeeping department. A strong candidate will have a very strong knowledge of QuickBooks Online (QBO) and preferred 1-3 years of experience in a professional services environment.

OVERVIEW:

A growing tech-based CPA firm offering weekly flex scheduling. We’re seeking a Data Entry Specialist who is technology-savvy and a high-performing team member to be a shining light to our valued bookkeeping department. We’re needing an independent, get-the-job-done person where your contribution helps support our valued clients and supports the bookkeeping team to help the company continue growing.

POSITION CRITERIA NEEDED:

You are in Austin, TX (available to be in office) who is looking for a career in accounting with this data entry position and looking to grow with Insogna CPA into more experienced positions within the bookkeeping department. A strong candidate will have a very strong knowledge of QuickBooks Online (QBO) and preferred 1-3 years of experience in a professional services environment.

This position requires heavy data entry daily and maintaining excellent note taking as the team engages with you on-going about each client and their unique businesses. A strong candidate takes full responsibility for each clients’ daily bookkeeping entries and has a strong competency and technical skill set with a basic knowledge of accounting principles and standard accounting processes for recording a company’s business transactions and willingness to learn how the recording of every transaction affects the financials.

You also have a strong working knowledge of Microsoft Outlook, Excel and Word, with experience in accounting software (QuickBooks Desktop, QBO and Xero).

WHAT YOUR DAY LOOKS LIKE…

Your days will be filled as a key role helping our small business clients manage their daily accounting. You will be working side-by-side with our senior bookkeeping team, who will be a resource for you. Daily duties include data entry for many difference clients in various industries – It’s never boring here, or the same any day.

Daily activity typically includes helping with entry for AP/AR, recording transactions, creating rules, entering bills, updating loan balances, and communicating with the team regularly about issues discovered so we can communicate with the clients in real-time. We currently work almost exclusively in QuickBooks Online.

If your able to work independently, sometimes with little direction, but also love being a part of a team working together to make important things happen every day…You just might love this role! 🙂 We work efficiently smart during busy times, and like to have fun during slower periods, and we’re looking for someone who understands the importance of both – which is someone who will succeed at Insogna CPA.

HOW IS MY LIFE DIFFERENT AT INSOGNA CPA?

We just don’t like the ‘old way’ of managing someone’s time…We believe in a more trusting, ‘open architecture’ that allows more freedom and a less stressful environment. Our team is very happy and knows what is expected of them, and so…if criteria is being accomplished timely, team members are free to be flexible with their time. Insogna CPA is unique in that our technologies support job performance anywhere you work with weekly flex scheduling in office and at home.

Since we started in 2011, we continue to grow exponentially every year in volume of work. Our team is friendly and eager to help everyone here succeed and adapt. You will get direct involvement with fellow team members to learn and work on various types of bookkeeping clients, which will continue accelerating your learning process. We will give you support and get you immediately involved understanding our technology, processes and hands-on experience with customer interaction.

A GROWING CAREER HERE LOOKS LIKE…

Insogna CPA offers you an exciting and flexible opportunity, ongoing training, and a great teamwork environment dedicated to helping one-another achieve personal career goals.

Understanding that being a leader in your role is a critical part of your success here will help contribute to your continued growth here. You’ll join our team of talented professionals who provide excellence to our valued clientele.

Our next promotion from this entry-level position is to Junior Bookkeeping Specialist.

SO…ABOUT YOU?

We’re looking for a person who is well-rounded, out-of-the-box thinker, who is self-motivated, enjoys contributing as a high-performing team member, who embraces becoming expertly efficient with tech-savvy solutions, who understand the importance of professionalism, look to achieve technical excellence, is committed to the highest standards to assist our valued clients, and supports our customers locally, regionally, nationally, and internationally with a friendly smile and voice.

You are a problem solver, with strong verbal and written English communication skills. You are a valuable asset to your team and customers. You have a strong ability to prioritize tasks and work on multiple assignments in a fast-paced environment. You work both independently and as part of a team with professionals at all levels. And as you succeed in your role, you look forward to being met with increased challenges, responsibility, and promotion opportunities.

OTHER STUFF – Insogna CPA’s success is because of the gifted professionals who commit their careers to our firm. Our commitment to you includes:

  • Remote/Flexible Work Arrangements
  • Our tech-based solutions have allowed us to work anywhere since 2011
  • Business casual dress – always
  • Competitive compensation
  • 401(k) Plan with safe harbor matching
  • 15 days PTO time off – really more though…read above.
  • Nine paid holidays
  • Health benefits

Join a high-performing team offering a weekly flexible ‘open architecture’ culture. Contact us for more information. We can’t wait to hear from you!