What are the responsibilities and job description for the QuickBooks Proadvisor position at NPG?
Full job description
Position Overview
We are seeking a highly organized, detail-oriented, and knowledgeable accounting professional to support our firm’s financial operations and client services. This role combines Accounts Payable/Receivable management, QuickBooks advisory services, Office Administration, and IRS Debt Resolution case coordination in collaboration with our CPA.
The ideal candidate will manage daily accounting functions, assist clients with financial organization, maintain accurate records, and support IRS settlement processes while ensuring efficient office operations and exceptional client service.
Key ResponsibilitiesAccounting & Financial Management
- Manage the full cycle of Accounts Payable, including invoice processing, expense verification, and timely vendor payments.
- Oversee Accounts Receivable, including client invoicing, payment tracking, collections follow-up, and account maintenance.
- Perform bank and credit card reconciliations to ensure financial accuracy.
- Prepare and review journal entries, financial transactions, and accounting records.
- Maintain accurate financial documentation and perform routine account reconciliations.
- Generate and analyze financial reports to provide insight into business performance.
- Assist clients with budgeting, financial organization, and bookkeeping best practices.
QuickBooks Advisory Services
- Provide expert guidance on QuickBooks setup, configuration, maintenance, and troubleshooting.
- Support clients in improving financial workflows and accounting processes.
- Maintain compliance with accounting standards and industry best practices.
- Educate clients on financial concepts and software usage.
- Maintain QuickBooks files and ensure accurate data entry and reporting.
IRS Debt Resolution
- Collaborate with the CPA to gather financial documentation required for IRS Offer in Compromise submissions.
- Prepare and draft OIC forms and supporting financial schedules.
- Monitor case progress and ensure all IRS deadlines and requirements are met.
- Serve as liaison between clients, CPA, and IRS representatives.
- Maintain organized OIC case files in compliance with document retention standards.
Office Administration & Client Support
- Maintain office workflow coordination.
- Organize financial and administrative records.
- Assist with vendor and customer quotes as needed.
- Support internal administrative operations to ensure efficient office functionality.
- Provide professional communication with clients regarding billing, documentation requests, and follow-ups.
Qualifications
- QuickBooks Certification required (QuickBooks ProAdvisor preferred).
- 3–5 years of bookkeeping or accounting experience.
- Proven experience managing Accounts Payable and Accounts Receivable.
- Experience with vendor and customer quoting processes.
- Familiarity with IRS Offer in Compromise procedures preferred (training available).
- Strong knowledge of bank reconciliations, journal entries, budgeting, and financial reporting.
- Proficiency in QuickBooks, Excel, and accounting software.
- Excellent organizational, analytical, and communication skills.
- Ability to manage multiple deadlines in a fast-paced environment.
- Ability to work independently and collaboratively with clients and CPA staff.
Preference Requirements
- Must be a U.S. Citizen.
- Must successfully pass a criminal background check.
- Certification/licensure must be in good standing within the United States.
Position Details
- Location: In-Office – Volusia County (South Daytona)
- Job Type: Part-Time/Full-Time
- Schedule: Monday-Friday (Off all government holidays)
Pay: $37,000.00 - $45,000.00 per year
Benefits:
- Paid time off
- Paid training
Work Location: In person
Pay: $37,000.00 - $45,000.00 per year
Benefits:
- Paid time off
- Paid training
Work Location: In person
Salary : $37,000 - $45,000