Bookkeeper / Accountant - QuickBooks, Sales Tax, Payroll (Remote) - #259275
AlTi Tiedemann Global
Date: 12 hours ago
City: Plano, TX
Contract type: Full time
Remote

Company Description
Tiedemann Advisors is an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients’ wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, trust and estate, and wealth planning services. We are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact or responsible investments, and full transparency on investment decisions, fees and performance. Serving clients since 1999, Tiedemann Advisors is headquartered in New York, with offices in San Francisco, Seattle, Portland, Dallas, Aspen, Wilmington, Palm Beach, Wilmington, and Washington, D.C. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $25 billion in assets.
Job Description
Our growing retail business is seeking a Bookkeeper / Accountant to handle our day-to-day financials. You’ll be responsible for managing QuickBooks Online, sales tax compliance, payroll processing, bank statement reconciliations, expense categorization, matching deposits, and supporting tax prep.
The ideal candidate has experience in retail or product-based businesses, strong accounting knowledge, and attention to detail.
Responsibilities
Tiedemann Advisors is an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients’ wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, trust and estate, and wealth planning services. We are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact or responsible investments, and full transparency on investment decisions, fees and performance. Serving clients since 1999, Tiedemann Advisors is headquartered in New York, with offices in San Francisco, Seattle, Portland, Dallas, Aspen, Wilmington, Palm Beach, Wilmington, and Washington, D.C. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $25 billion in assets.
Job Description
Our growing retail business is seeking a Bookkeeper / Accountant to handle our day-to-day financials. You’ll be responsible for managing QuickBooks Online, sales tax compliance, payroll processing, bank statement reconciliations, expense categorization, matching deposits, and supporting tax prep.
The ideal candidate has experience in retail or product-based businesses, strong accounting knowledge, and attention to detail.
Responsibilities
- Categorize transactions, track income/expenses
- Reconcile monthly bank and credit card statements
- Process payroll and manage tax withholdings
- File state and local sales tax returns
- Match deposits with POS or ecommerce payments (e.g., Square, Stripe, Shopify)
- Generate monthly financial reports
- Support CPA with year-end tax preparation
- 3+ years of bookkeeping/accounting experience (retail preferred)
- Proficient in QuickBooks Online
- Familiar with sales tax laws, payroll systems, and retail POS platforms
- Strong organizational and communication skills
- High attention to detail and ability to meet deadlines
- U.S. accounting experience preferred
- Flexible remote hours
- Must be able to communicate during U.S. business hours
- 401(k)
- 401(k) 3% Match
- Flexible schedule
- Health insurance
- Paid time off
- Paid training
- Professional development assistance
- Work from home
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Analyst, Data Science
Toyota North America,
Plano, TX
3 days ago
Magnit Direct Sourcing on behalf of Toyota is currently hiring for an Analyst, Data Science role for a temporary assignment in Plano , TX. This position is a 12-month assignment, with potential to extend. The pay range for this role is between $60.00 - $74.00/Hr. Benefits: Medical, Dental, Vision, 401K. Title: Analyst, Data Science Location: Plano, TX. Duration: 12 months...

Litigation Paralegal
Nelson Mullins Riley & Scarborough,
Plano, TX
1 week ago
Nelson Mullins is seeking a litigation paralegal in our Dallas office to assist attorneys representing leading automotive manufacturers and distributors in a range of matters including state and federal proceedings, state motor vehicle proceedings, and class actions. This position will sit in the Plano Office. The ideal candidate for this position possesses well-developed critical thinking, organizational skills, and the ability...

Customer Success Manager (Remote Position)
Lensa,
Plano, TX
3 weeks ago
Lensa is the leading career site for job seekers at every stage of their career. Our client, Omnigo Software, is seeking professionals. Apply via Lensa today! Job Summary The Customer Success team is responsible for the relationship between Omnigo and our customers. This critical function is responsible for engaging with our customers to drive adoption and demonstrate ongoing value to...
