Job Description

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
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
Qualifications
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
Schedule
Flexible remote hours
Must be able to communicate during U.S. business hours
Benefits
401(k)
401(k) 3% Match
Flexible schedule
Health insurance
Paid time off
Paid training
Professional development assistance
Work from home

Job Tags

Local area, Remote job, Work from home, Flexible hours,

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