Bookkeeper II

Overview

At Incite Tax, we value bookkeeping professionals who want meaningful work, fair compensation, and a healthy work-life balance. As a Bookkeeper II, you’ll support client accounting, help clients achieve financial resilience, and contribute to a positive team culture. We seek dependable, detail‑oriented individuals who care about clients and coworkers, take initiative to improve processes, and thrive in a collaborative, purpose‑driven environment.

Incite Tax helps small business owners understand their numbers, make smarter decisions, and keep more of what they earn. We built our company on one simple belief: you shouldn’t have to choose between a successful career and a real life. With flexible schedules, honest communication, and a culture that supports work‑life balance, you can grow your career while still having time for family, hobbies, and sanity.

Location:

Remote, Hybrid, or Onsite (Draper or Lindon, UT)

Salary: $50,000 – $55,000* (Compensation is based on experience, scores on skills assessments, education, and credentials.)

• Perform accurate data entry bookkeeping work for multiple clients to maintain organized and up‑to‑date financial records.
• Provide support to accountants by assisting with bookkeeping tasks, reconciliations, and other financial processes.
• Pull bookkeeping and financial reports for clients to ensure timely and accurate reporting.
• Send bookkeeping and financial reports to clients upon request, ensuring clear and professional communication.
• Assist with year‑end bookkeeping tasks, including reconciliations, report preparation, and project completion under accountant supervision.
• Attend weekly training meetings to strengthen bookkeeping knowledge and stay aligned with company standards and best practices.
• Identify opportunities to streamline bookkeeping processes, improve accuracy, and enhance overall efficiency.

• 1–2 years of bookkeeping or accounting education (required)
• Strong attention to detail and organizational skills
• Experience with Quick Books or similar accounting software (preferred)
• A proactive attitude and willingness to learn
• Adaptable to change and comfortable working independently in a dynamic environment
• Ability to answer client questions using layman’s language
• A team player who appreciates a lighthearted culture (dad jokes welcome)

• Comprehensive health insurance
• 401(k) with employer match
• Paid Time Off (PTO)
• 14 paid holidays (including Christmas Eve through New Year’s Day)
• Opportunities for professional development and career growth
• Casual dress code (jeans and t-shirts encouraged)
• Supportive culture that values work‑life harmony and employee well‑being

• Balance: Reasonable hours year‑round (yes, even during tax season)
• Growth: A clear, accelerated path to leadership and ownership
• Flexibility: Work as a remote accountant or enjoy a hybrid schedule that fits your life
• Culture: A positive, collaborative team that values people as much as performance

Ready to grow your bookkeeping career with a firm that respects your expertise and time? Apply today to join our team!

• Online Application
• Skills and Competency Assessment
• Initial Google Meet Interview
• Team Fit Interview