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Remote Transaction Advisory Jobs in Ohio (NOW HIRING)

Client Bookkeeper

Cleveland, OH · On-site +1

$37K - $50K/yr

... advisory services, including recording transactions and journal entries in client accounting ... Remote and hybrid opportunities * Inclusive workplace, providing strong professional growth and ...

Showing results 21-23

Remote Transaction Advisory information

What are the most common challenges faced by professionals in remote transaction advisory roles, and how can they be addressed?

Professionals in remote transaction advisory often face challenges such as coordinating with cross-functional teams across different time zones, ensuring clear communication with clients, and maintaining data security when handling sensitive information. To address these challenges, it's important to leverage secure collaboration tools, establish regular virtual check-ins, and set clear expectations with both clients and team members. Proactively managing communication and staying organized can help maintain productivity and ensure smooth transaction processes, even when working remotely.

What are the key skills and qualifications needed to thrive as a remote transaction advisory professional?

To thrive as a Remote Transaction Advisory professional, you need strong financial analysis, due diligence, and accounting expertise, typically supported by a degree in finance or accounting and relevant certifications such as CPA or CFA. Familiarity with financial modeling tools, ERP systems, and data analysis software like Excel, Tableau, or Power BI is essential. Exceptional communication, time management, and problem-solving skills help you stand out in collaborating with clients and teams virtually. These skills are crucial for delivering accurate, timely, and actionable advice that drives successful transactions in a remote environment.

What is the difference between Remote Transaction Advisory vs Remote Due Diligence Specialist?

AspectRemote Transaction AdvisoryRemote Due Diligence Specialist
CertificationsCPA, CFA, or equivalentCPA, CFA, or equivalent
Work EnvironmentConsulting firms, corporate finance teamsFinancial services, consulting firms
Industry UsageInvestment banking, M&A, corporate financeInvestment analysis, risk assessment
Search IntentAdvisory on transactions, deal supportEvaluating target companies, risk due diligence

Remote Transaction Advisory and Remote Due Diligence Specialist roles share similar credentials and industry settings. However, Transaction Advisory focuses on providing strategic advice during mergers, acquisitions, and financial transactions, while Due Diligence Specialists primarily evaluate target companies' financial health and risks. Both roles are essential in the deal process but serve different functions within the transaction lifecycle.

What is remote transaction advisory?

Remote transaction advisory refers to providing expert advice and support for business transactions, such as mergers, acquisitions, or financial restructuring, from a location outside the client’s office—usually via digital communication tools. Professionals in this field help clients analyze, structure, and execute deals while ensuring compliance with legal and financial regulations. Working remotely allows for greater flexibility and access to a global client base, using technology to facilitate collaboration and document sharing.
What are the most commonly searched types of Transaction Advisory jobs in Ohio? The most popular types of Transaction Advisory jobs in Ohio are:
What are popular job titles related to Remote Transaction Advisory jobs in Ohio? For Remote Transaction Advisory jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Remote Transaction Advisory jobs in Ohio look for? The top searched job categories for Remote Transaction Advisory jobs in Ohio are:
What cities in Ohio are hiring for Remote Transaction Advisory jobs? Cities in Ohio with the most Remote Transaction Advisory job openings:

Client Bookkeeper

Novoco

Cleveland, OH • On-site, Remote

$37K - $50K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago


Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.

Dare to bring your unique perspective?

At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you're eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us.

Position Summary

The Client Bookkeeper performs ongoing, execution-focused bookkeeping services for company clients in support of client advisory services, including recording transactions and journal entries in client accounting software systems and preparing recurring deliverables in accordance with established procedures. This role supports accurate and timely client financial records through consistent application of defined workflows, documentation standards, and internal controls.

Your Contributions and Responsibilities

  • Perform ongoing bookkeeping services for assigned clients.

  • Record transactions and journal entries in accounting software systems using client-provided source information.

  • Complete bank and credit card reconciliations accurately and on schedule.

  • Maintain client general ledgers and prepare general ledger and trial balance reports for client use and internal purposes.

  • Meet recurring monthly close deadlines and agreed-upon service timelines.

  • Communicate directly with clients regarding routine bookkeeping matters, including requests for information and clarification of source documentation.

  • Follow established workflows, documentation standards, and internal controls to ensure accuracy and consistency; escalate exceptions and non-routine items appropriately.

  • Assist with training and onboarding of new team members, as assigned.

  • Assist with other duties as assigned.

Your Background and Skills

  • Associate's degree in accounting, finance, or a related field, and 1-2 years of experience performing bookkeeping or general ledger functions using accounting software systems (e.g. QuickBooks Online) or an appropriate balance of education and work experience.

  • Prior experience in a professional services firm performing bookkeeping or general ledger functions. Experience supporting multiple clients with recurring monthly deadlines and using document management and collaboration tools (e.g., SharePoint or similar systems). Exposure to the real estate industry is a plus.

  • Sound understanding of bookkeeping principles and general ledger structure, with a working knowledge of basic GAAP concepts.

  • Ability to maintain accurate financial records and supporting documentation.

  • Strong computer skills, including solid skill in the Microsoft Office suite (particularly Excel) and experience using accounting software systems.

  • Ability to perform work accurately and in a time-efficient manner, with strong attention to detail.

  • Ability to meet deadlines and effectively prioritize a fast-paced and varied workload, effectively manage a variety of concurrent and shifting priorities.

  • Strong organizational and follow-through skills.

  • Excellent verbal and written communication skills for internal collaboration and client interactions.

  • Ability to consistently follow defined procedures and escalate issues appropriately.

Why work with us?

Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work-life integration.

We are proud to offer:

  • Competitive salaries with continuous review of market conditions

  • Flexible working hours and work arrangements

  • Remote and hybrid opportunities

  • Inclusive workplace, providing strong professional growth and development opportunities

The benefits of joining our team

  • Strong growth opportunities

  • Strong emphasis on quality work-life integration

  • Dress for your day policy

  • Resources of a national firm

  • Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment

  • Compensation: $37,000 to $50,000 depending on experience. More is possible if experience dictates.

Don't meet every single qualification?

After reviewing this job posting, are you hesitating to apply because you don't meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply.

You may still be the right candidate for this or one of our other roles.

Get to know us better!

We're Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989,the allied group of Novogradac companies has grown to more than 900 employees and partners with more than 25offices throughout the country.

Novogradac is one of the nation's top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields.

Ready to learn more?

To be considered for this position, interested candidates MUST apply via our company website:https://www.novoco.com/careers.

Commitment to Inclusion

Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence.

At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace.

Novogradac & Company LLP offers a progressive work environment, competitive pay and an excellent benefits package including medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts and a 401(k).

Novogradac and Company LLP is an equal opportunity employer. Novogradac's culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce.

By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in ourPrivacy Notice at Collection.