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Bookkeeper

Rise CollectiveFinance
Salary
$1.5K–$1.8K/mo
Hiring from
Argentina, Colombia, Mexico
Work type
Remote
Posted

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Role Information:

Title: Bookkeeper
Location: Remote, LATAM
Department: Finance
Company: Surge Tax

Company Overview:

Surge Tax:
Surge Tax is our Tax Advisory and accounting firm that serves real estate investors, hospitality operators, entrepreneurs, and internal Rise Collective companies. This business is the centralized powerhouse for tax strategy, bookkeeping, accounting, and financial intelligence across our entire ecosystem.

We specialise in proactive tax planning, tax compliance, and accounting services and take a proactive, strategy-driven approach to helping clients understand their tax positions, identify opportunities, implement tax-saving strategies, and maintain accurate financial records. Our services extend beyond annual tax preparation to include quarterly tax projections, ongoing advisory, accounting and bookkeeping, sales tax compliance, and strategic guidance throughout the year.

Rise Collective:
Rise Collective is a rapidly growing, vertically integrated real estate, hospitality, design, and investment organization built around a collection of complementary businesses. Our brands operate across the entire real estate and hospitality ecosystem, including:
  • Luxury short-term rental property management
  • Boutique hotel management
  • Short-term rental investment
  • Real estate brokerage
  • Construction and renovation
  • Lending and financing
  • Insurance
  • Tax and wealth strategy
The Collective exists to bring together specialized businesses and expertise under one ecosystem, making it easier for investors, homeowners, guests, and partners to access the services they need.

Role Overview:

We're looking for a detail-oriented Bookkeeper who can keep the day-to-day financial records for Surge Tax and its brands accurate, current, and organized. The right person takes pride in clean books, catches problems early, and keeps transactions flowing smoothly so the rest of the finance team can close the month on time and leadership can trust the numbers.

This is an opportunity to join a growing organization where your work will have a direct and visible impact on how the company operates and scales.

Your job is to make sure every dollar that moves through the business is recorded correctly, in the right entity, in the right account, and on time.

You'll be responsible for:
  • Recording daily transactions
  • Bank and credit card reconciliations
  • Accounts payable
  • Accounts receivable and deposits
  • Expense coding and receipt management
  • Multi-entity record keeping
  • Month-end close support
  • Tax-prep documentation
  • Adhering to process documentation

Compensation:

  • $1,500-$1,800/mo

What success looks like:

  • 30 days:
    • Working with our Finance team & leadership to get all bookkeeping setup for all properties in our portfolio and getting those live
      • We are doing bookkeeping for some properties, but there is a backlog, and not all properties are live currently
  • 60 days:
    • Ensuring properties are caught up to to present day in relation to bookkeeping activities
  • 90 days:
    • Working autonomously on your own, owning your work product

Key Responsibilities:

Daily Transaction Processing: Keep the general ledger current and accurate across Surge Tax.
  • Record and categorize daily transactions in the accounting system
  • Review bank feeds and match transactions to the correct accounts, classes, and entities
  • Code expenses accurately according to the chart of accounts
  • Collect, attach, and organize receipts and supporting documentation
  • Follow up with team members on missing receipts or unclear charges
  • Flag unusual, duplicate, or suspicious transactions
Bank & Credit Card Reconciliations: Make sure our records match reality.
  • Reconcile all bank, credit card, and merchant/payment processor accounts on a monthly (or more frequent) basis
  • Investigate and resolve discrepancies, outstanding items, and timing differences
  • Track and clear old uncleared transactions
  • Maintain organized reconciliation files with clear support
Accounts Receivable & Deposits: Track money coming into the business.
  • Record customer payments, deposits, and other incoming funds
  • Reconcile payouts from booking platforms and payment processors to the correct revenue accounts
  • Ensure deposits are applied to the correct entity and account
Month-End Close Support: Help the finance team close the books on time, every month.
  • Complete assigned close checklist tasks on schedule
  • Post routine journal entries
  • Review accounts for errors or unusual balances before close
  • Help prepare basic financial reports for review
Payroll, Tax Support: Keep records ready for the people who rely on them.
  • Support sales tax and lodging/occupancy tax record keeping as needed
  • Organize documentation for the tax team and outside accountants
  • Pull reports and supporting documents for lenders, or reviews
  • Maintain organized digital filing for financial records
Process & Documentation: Help the finance function run more efficiently as the company grows.
  • Adherence to bookkeeping procedures
  • Suggest improvements to reduce manual work and errors
  • Help maintain and clean up the chart of accounts, vendor lists, and class/location tracking
  • Support adoption of new tools and automation (bank rules, receipt capture, AP software, etc.)

Desired Experience & Competencies:

  • We are looking for someone with approximately 2–3+ years of hands-on bookkeeping or accounting experience.
  • Experience keeping books for multiple entities or business units is strongly preferred.
  • Experience in real estate, property management, short-term rentals, hospitality, or construction is a plus.
  • Strong working knowledge of cloud accounting software (e.g., QuickBooks Online, Xero).
  • Comfortable in Excel or Google Sheets (lookups, pivot tables, sorting and reconciling large data sets).
  • An associate's or bachelor's degree in accounting, finance, or a related field, or a bookkeeping certification (e.g., Certified Bookkeeper, QuickBooks ProAdvisor), is a plus but not required.


Growth Opportunity:

This role has significant opportunity to grow as Rise Collective continues to scale.

The initial focus will be hands-on bookkeeping across our entities, but the long-term opportunity could expand into broader accounting and finance responsibilities as well as leading other team members and bookkeepers.

As the organization grows, this person could take on greater ownership of month-end close, reporting, and the accounting processes supporting all Rise Collective brands.

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