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AI Summary

The Intermediate Bookkeeper will manage day-to-day accounting activities for multiple clients, including reconciliations, payroll support, and financial reporting. They are responsible for ensuring accurate financial recordkeeping, compliance with government remittances, and maintaining general ledgers.

About The Back Room

We exist to free our clients' time so they can focus on what they do best — growing their business. We deliver smart, efficient solutions that liberate teams from the everyday admin, and we hold ourselves to the same standard. Time is the ultimate currency, and we treat it like it.


About the Client
Our client is a Canadian financial services and wealth-planning practice that provides financial advisory services, insurance solutions, retirement planning, investment planning, and wealth management support to individual and business clients. They are looking to build their offshore team to support their bookkeeping function. This role exists to ensure accurate financial recordkeeping, compliance reporting, and day-to-day accounting support across a growing portfolio of clients.


The Role
As an Intermediate Bookkeeper, you'll manage the day-to-day bookkeeping activities for multiple clients, ensuring financial records remain accurate, complete, and up to date. You'll be responsible for reconciliations, month-end processes, payroll support, government remittances, and financial reporting while working closely with the broader team to deliver exceptional client service. Success in this role comes from maintaining accuracy, meeting deadlines, and confidently managing multiple client files simultaneously.


What You'll Do

  • Prepare monthly and quarterly bookkeeping for multiple clients using accounting software platforms

  • Maintain general and subsidiary ledgers, including accounts payable, accounts receivable, accruals, prepaids, and other balance sheet accounts

  • Perform bank and credit card reconciliations and investigate discrepancies as required

  • Complete month-end, quarter-end, and year-end close activities, including adjusting journal entries

  • Manage fixed asset records, amortization schedules, acquisitions, and disposals

  • Process payroll transactions, government remittances, and employment-related reporting requirements

  • Prepare and file statutory remittances, including sales tax and employer-related obligations

  • Assist in maintaining accurate financial records and supporting compliance requirements across client portfolios


What We're Looking For

  • 2–4 years of bookkeeping or full-cycle accounting experience

  • Strong proficiency with QuickBooks Desktop and QuickBooks Online

  • Advanced Microsoft Excel skills

  • Solid understanding of bookkeeping principles and financial reporting processes

  • Knowledge of payroll administration and statutory filing requirements

  • Strong attention to detail and commitment to accuracy

  • Excellent organizational, communication, and time management skills

  • Ability to manage multiple clients and competing deadlines effectively


Nice to Have

  • Experience working in a multi-client or public accounting environment

  • Experience using Wave Accounting

  • Knowledge of Canadian accounting principles and compliance requirements

  • CPA designation or progress toward a CPA qualification

  • Experience supporting small to mid-sized businesses


Why This Role

This is an excellent opportunity to join a growing financial services organization supporting a diverse range of clients and industries. You'll gain broad exposure to bookkeeping, payroll, compliance, and financial reporting while working within a collaborative team that values professional growth, accuracy, and client service. The role also offers the opportunity to take on greater responsibility as the business continues to expand.


This role is open to Philippine citizens currently based in the Philippines.


Know someone great for this role? Refer them here and earn up to PHP 8,000 via GCash for every successful hire.

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