Bookkeeper / Accountant - QuickBooks, Sales Tax, Payroll (Remote) - #259511
AlTi Tiedemann Global
Date: 12 hours ago
City: San Francisco, CA
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
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