Trust Accounting Bookkeeper

Are you looking to find a work‑from‑home job where you can balance your problem‑solving with your love for detailed, routine work? Elliott & Associates is looking for a bookkeeper to help us process property tax refunds for clients. You are detail‑oriented, persistent, and follow an established process while knowing when to escalade an issue. Clients can wait years to get their money back from the government.

Your role is the last stage of the process, ensuring they receive their refund. As a law firm, we greatly respect the skills of the accounting professionals on our team and value a great organizational system. We help people save more and stress less.

• Obtain refunds from the Treasurer: Sometimes, the Treasurer needs more information before issuing a refund check. You will gather, submit, and follow up on refund applications and any missing refund checks.
• Process incoming refund checks: You will stay organized, maintain impeccable records on the status of each refund check, and ensure you have all proper documentation to deposit the check, make the deposit, and disburse funds to both the client and the fees due to our firm. You will use technology and our processes to reissue these checks to clients within 10 business days.
• Escalate “non‑standard” refunds: Most refunds are routine and fit into our standard process. Some are more complicated. You will stay organized and relentlessly follow up with your superiors until you get these checks out to clients. Over time you’ll handle more of these independently.
• Other accounting responsibilities: You will invoice all tax refunds, issue payments to clients, and process legal fees. You will also create, maintain, and update client information in various software platforms. Additional tasks include making remote deposits, issuing account credits, generating billing spreadsheets for condo clients, and assisting our bookkeeper on bookkeeping responsibilities.

• Process‑oriented: you follow a plan, stay organized, and keep impeccable notes.
• Ability to escalade issues and manage a process through resolution.
• A dependable and reliable team player with demonstrated collaboration skills with coworkers and government agencies.
• 2–5 years of bookkeeping, accounting, or legal administrative support.
• Proficiency in Microsoft Office Suite (especially Excel) and comfort in learning new technology platforms.
• Experience with Quick Books and/or TABS (Trust accounting software), and Microsoft Teams is a plus.

$22 – $25 hourly.