Bookkeeper - Karuna Advisors

Bookkeeper

Karuna Advisors | Menlo Park, CA or Remote, USA | Reports to Director

Who we are:

Karuna Advisors was founded by Janine Bisharat who wanted to create a professional services firm focusing on tax compliance, consulting, and family office management for wealthy clients.

Karuna provides a team of certified public accountants and professionals that have years of experience and in-depth resources to complete the technical expertise as needed. We are your trusted business advisors, and our goal is to provide you with proactive advice so you can make informed, timely decisions.

We use the Enneagram in our practice to understand each other better, including our clients, so that we may deliver information most efficiently and effectively to you. 

Who we are looking for:

We’re looking for someone seeking stability in a Bookkeeper role. If you’re highly motivated and enjoy working independently, this may be the right fit for you. You will also be able to work with a supportive and highly collaborative team to solve any client issues.

What the job entails:

• Provide bookkeeping support on client financial statements, including following the internal process and documentation procedures for:
  • Downloading bank, brokerage and credit card statements to appropriate company folders
  • Syncing bank and credit cards transactions into QuickBooks
  • Classifying transactions in QuickBooks
  • Utilizing Microsoft OneNote for monthly, quarterly and annual checklists
  • Adding final financial statements to the quarterly estimates folder each quarter
• Assist with performing bill pay for clients
• Manage vendor relationships, requests, and payments timely
• Prepare other, ad-hoc client deliverables
• Proactively manage internal firm deadlines
• Proactively prioritize and manage tasks and projects assigned and keep them moving along through the review process and to completion
• Maintain accountability for themselves and all work products
• Reconcile Accounts Payable/Receivable every month

Qualifications:

• 3 years+ experience as a Bookkeeper, Accounting Clerk, or related accounting role
• Proficiency in accounting software (namely bill.com and QuickBooks) and Microsoft Office; Salesforce experience preferred
• QuickBooks Pro Advisor certification preferred
• Deep understanding of AP/AR principles and practices
• Ability to prioritize and multi-task in a fast-paced environment
• Possess a professional demeanor and be a positive thinker
• High level of accuracy and strong quantitative skills, along with the highest level of ethics, honesty, and integrity
• Excellent written and verbal communication skills
• Strong project management and organization skills and ability to manage competing priorities
• Exhibit professionalism and maintain client confidentiality
• Results driven, self-starter who likes to take on new challenges
• Ability to work effectively both individually and with a team

Physical + Work Environment Requirements:

• Ability to sit for prolonged periods at a desk and working on a computer
• A quiet, undisturbed working space to preserve and maintain client confidentiality

What Karuna Offers:

• Benefits: Medical, dental, and vision insurance; HSA and FSA; LTD
• Technology: Computer + workstation set-up, including a monitor, provided
• Retirement: 401(k) and profit sharing
• Compensation: Generous wage and annual bonus
• Paid Time Off: 10 days annually, plus a floating holiday
• Fun Events: team outings, lunches, and other fun team building experiences!