QuickBooks & Xero Expert
Job Context
DKS Capital Advisory is seeking a highly skilled QuickBooks & Xero Expert to support our global accounting, bookkeeping, and financial advisory operations. The ideal candidate must be technically strong, detail-oriented, and client-focused, capable of managing cloud accounting systems for international clients across the USA, UK, Australia, Canada, and beyond.
You will be responsible for delivering accurate bookkeeping, system setup, data migration, payroll processing, reporting, and financial automation using QuickBooks Online and Xero. This role requires strong expertise, excellent communication skills, and the ability to work in a fast-paced consulting environment.
Core Responsibilities
Cloud Accounting & Bookkeeping
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Manage full-cycle bookkeeping using QuickBooks Online and Xero for global clients.
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Perform bank reconciliation, AP/AR management, journal entries, and month-end closing.
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Ensure accuracy, compliance, and timeliness of all accounting tasks.
System Setup & Data Migration
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Set up new QuickBooks/Xero accounts including chart of accounts, rules, tax settings, and workflows.
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Execute end-to-end data migration from legacy systems to QuickBooks/Xero (imports, mapping, validation).
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Conduct system cleanup, error correction, and optimization of existing client files.
Payroll & Compliance
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Manage QuickBooks Payroll and Xero Payroll including employee onboarding, pay runs, tax compliance, and reporting.
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Ensure payroll accuracy and alignment with country-specific regulations (USA, UK, AU, NZ).
Financial Reporting & Analysis
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Prepare monthly, quarterly, and annual financial statements.
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Generate management reports, dashboards, KPIs, and trend analysis for clients.
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Support accountants and CFOs in budgeting, cash flow forecasting, and audit preparation.
Client Support & Advisory
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Provide ongoing support and troubleshooting for accounting, payroll, and system-related queries.
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Train clients on the use of QuickBooks/Xero features and best practices.
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Recommend workflow improvements, automation tools, and accounting efficiencies.
Skills/Experience
Technical Skills
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Strong expertise in QuickBooks Online and Xero (certifications preferred).
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Hands-on experience with QuickBooks Payroll and Xero Payroll.
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Proficiency in bank reconciliation, AP/AR management, journal entries, and financial reporting.
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Knowledge of sales tax, VAT/GST, payroll tax, and compliance in multiple jurisdictions.
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Experience with data migration, system setup, cleanup, and file restructuring.
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Familiarity with third-party apps like Dext, HubDoc, Gusto, Bill.com, Stripe, PayPal, A2X, Synder, etc.
Professional & Soft Skills
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2–5+ years of professional accounting and bookkeeping experience.
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Strong analytical and problem-solving abilities.
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Excellent communication skills in English, both written and verbal.
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Ability to manage multiple clients and deadlines across time zones.
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High accuracy, attention to detail, and strong work ethics.
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Client service mindset with the ability to work independently and in teams.
Preferred Qualifications
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QuickBooks ProAdvisor Certification (Required/Preferred).
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Xero Advisor Certification (Required/Preferred).
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Bachelor’s degree in Accounting, Finance, or related field.
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Experience working with international clients in outsourcing/BPO environments.
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