Role Description In this role, you will connect with individuals who have requested information about supplemental benefit programs, schedule virtual consultations, and guide them through their available coverage options. - Connect with individuals who have expressed interest in learning about benefit programs - Schedule and conduct virtual consultations with clients via Zoom - Match individuals and families with appropriate life, accident, and supplemental coverage options - Guide clients through the enrollment process with professionalism and clarity - Maintain accurate and compliant digital records - Participate in weekly team calls, training sessions, and performance coaching - Collaborate with teammates to share best practices and support team success Qualifications - Strong communicators who are comfortable speaking with clients virtually - Self-motivated professionals who enjoy working independently - People-focused problem solvers who enjoy helping others - Tech-comfortable candidates familiar with tools such as Zoom and CRM systems - Individuals legally authorized to work in the United States - Access to a Windows-based laptop or desktop computer with reliable internet Benefits - 100% remote work environment — work from anywhere in the United States - Flexible scheduling - Warm leads provided — no cold calling or prospecting - Weekly pay via direct deposit - Training and licensing support - Health insurance premium reimbursement - Monthly and quarterly performance bonuses - Leadership development and advancement opportunities - Supportive, collaborative team culture Company Description With more than 70 years of service, AO Globe Life partners with unions, credit unions, and veteran organizations to provide supplemental benefits that help protect the financial futures of working families across the United States. Our remote-first organization focuses on service, leadership development, and meaningful career opportunities. Ready to Apply? If you’re ready to build a flexible remote career where you can grow professionally while helping families access important benefits, apply today and learn more about joining our team.

• Bookkeeping for US-based clients using QuickBooks • Federal and state tax preparation and filing (individuals and/or businesses) • Working closely with our US-based CPA

• Oversee the Bookkeeping Manager, Tax Manager, Tax Advising Manager, while collaborating closely with the leader of International operations to ensure consistent operational execution. • Ensure alignment with standardized workflows, quality expectations, and service delivery processes across all regions. • Provide oversight of external service delivery partners, ensuring they meet operational performance, quality standards, and contractual obligations. • Partner with the leader of International operations to coordinate workload distribution, performance governance, and operational maturity. • Own KPI governance for Bookkeeping and Tax operations. • Establish, track, and communicate performance goals and accountability standards across internal teams and vendors. • Lead regular performance reviews across US, International, and external vendor teams. • Collaborate with Tax Advising, Product, and Service teams to resolve complex, client-impacting challenges and improve overall service delivery execution. • Lead workforce planning, hiring forecasts, and resource allocation. • Drive continuous improvement through workflow redesign, automation, process standardization, and elimination of operational inefficiencies. • Align operations with product strategy, client experience design and priorities. • Provide data-driven operational insights to support product decisions and experience improvements.

Title: Bookkeeper Location: Boston United States time type Full time job requisition id Req-8630 Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is looking for an experienced Bookkeeper to join our Dental Advisors team. You will provide outsourced accounting services for dental practice owners. The Bookkeeper continues the development of their technical knowledge and ability to handle multiple assignments in preparing for advancement in the Firm and the community. You will be responsible for the daily progress of each engagement and have an increasing number of clients assigned over time. Performance is judged based on the quality of work, application of accounting knowledge, ability to meet deadlines, client service and budgets. What it Means to Work for EisnerAmper: - You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry - You will have the flexibility to manage your days in support of our commitment to work/life balance - You will join a culture that has received multiple top “Places to Work” awards - We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions - We understand that embracing our differences is what unites us as a team and strengthens our foundation - Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: - The Bookkeeper manages month-end accounting services for assigned clients. This includes, but is not limited to, posting of journal entries, research and corrects account discrepancies, and other related functions. The scope of service will vary depending upon the engagement. - Prepare monthly bank reconciliations. - Assist in the monthly closing of the books and the preparation of internal financial statements. - Work with different clients at the same time / Ability to manage multiple projects simultaneously. - Demonstrates the ability to recognize non-routine accounting, investment and tax issues and, after research, suggest solutions. - Maintain client files / supporting documentation. - Assist others with projects. Basic Qualifications: - 2+ years of accounting and/or bookkeeping including general ledger maintenance and financial reports. - Familiarity with accounting systems including QuickBooks Online. - Good knowledge of U.S. GAAP and financial reporting. Preferred/Desired Qualifications: - Associate’s degree or another discipline with college-level coursework in accounting is preferred. - Certified QuickBooks Online advisors preferred. - Ability to work with and develop team members in-person and remotely. - Team player with strong communication and analytical skills. - Strong time management and organizational skills. - Reliable high-speed internet connection capable of remote work and video conferencing. EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About our Outsourced Services Team: The EisnerAmper Outsourcing group brings our team’s specialized knowledge of accounting directly into the offices of a wide range of partners. When we work with a client, we become part of their business, and we don’t take that lightly. Armed with cutting-edge industry technology and outsourcing practices, we’re given the tools to both provide best-in-class service and constantly grow as professionals. Through our team-based culture of creativity and collaboration across all levels, we hold each other accountable to always look for new innovative ways to grow as a group, better serve our clients, and advance in our careers. Because we are a rapidly growing group, EisnerAmper Outsourcing employees have the opportunity to make a lasting impact on the business and its direction. Everyone has a voice to bring new ideas to the table, which are backed by the confidence, expertise, and global reach of the larger firm. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients. #LI-JC1 #LI-Hybrid Preferred Location: Boston