PART TIME AR/AP Specialist (Contractor) - 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

The ideal candidate is organized, proactive, willing to call customers as needed, and able to manage multiple financial processes with accuracy and professionalism.

There is flexibility in the specific days and hours that work is completed, but working the majority of time during regular business hours and a consistent weekly meeting(s) with the Senior Staff Accountant are essential for this role. This work can not be done solely in the evenings and on weekends, therefore, is not appropriate for someone already working a full time job.

Responsibilities

• Prepare and send accurate customer invoices in accordance with contract terms.
• Monitor and follow up on outstanding customer balances to support timely collections.
• Track incoming payments across multiple systems and apply them to appropriate accounts.
• Review and categorize company credit card expenses with proper documentation.
• Assist with month-end close tasks, including journal entries and account reviews.
• Record bank transactions and assist in reconciling bank statements.
• Support accounts payable functions, including entering bills and assisting with expense reporting.
• Maintain accurate internal tracking documents and systems
  
  

Required And Desired Qualifications

• Experience with invoicing, accounts receivable, or collections
• Basic understanding of accounting principles and financial processes
• Proficiency with spreadsheets and data entry (e.g., Microsoft Excel or Google Sheets)
• Strong attention to detail and organizational skills
• Ability to manage time effectively and meet deadlines
• Clear written and verbal communication skills
• Ability to work independently with minimal supervision
• Familiarity with accounting or bookkeeping software: Quickbooks Online, Bill.com/Divvy, Stripe, Gusto (preferred)
• Understanding of credit card expense reporting and reconciliation (preferred)
• Associate's or Bachelor's degree (or working toward one) in Accounting, Finance, or a related field (preferred)
  
  

Contractor Pay Rate

• The hourly contract rate range for candidates is: $25-$40/hr, depending on experience
• This is a part-time contractor role (15-20 hours per week)
  
  

Benefits

• Paid Vacation - PTO
• Holiday Pay
• Paid Personal Days
• Paid Sick Days
• 401k - Retirement Plan
• Medical Insurance
• Vision Insurance
• Dental Insurance
• Pet Insurance Discounts
• Auto Insurance Discounts
• Homeowners Insurance Discounts
• Verizon Wireless 12% Discount
• Overtime Available