Senior Bookkeeper

Accountabilities

As Senior Bookkeeper, you will take ownership of client bookkeeping activities, maintain high accounting standards, and support the delivery of accurate financial information across the client portfolio.

Client Bookkeeping and Financial Management: Manage an assigned portfolio of business clients, including complex engagements, and oversee the full bookkeeping cycle, covering transaction classification, account reconciliations, journal entries, and month-end closing.

Maintain accurate general ledgers, balance sheets, and profit and loss statements, ensuring that all financial records are complete and properly supported.

Reconcile bank accounts, credit cards, loans, and other balance sheet accounts, identifying and resolving discrepancies, unusual balances, duplicate transactions, and other accounting issues.

Support accounts payable, accounts receivable, and payroll-related accounting activities as required.

Quality Assurance and Review: Review bookkeeping work completed by other team members to ensure accuracy, completeness, and consistency before financial statements are delivered to clients.

Identify errors, unreconciled accounts, questionable balances, and incomplete closing procedures, recommending appropriate corrections and process improvements.

Help establish and maintain consistent bookkeeping quality standards and internal controls across the organization.

Assist with training and mentoring less-experienced bookkeeping team members.

Month-End Close and Tax Readiness: Complete month-end closing activities accurately and within established deadlines, preparing financial statements and supporting schedules for review by accounting leadership and advisors.

Maintain organized accounting records and reconciliations to facilitate year-end tax preparation and efficient CPA review.

Coordinate with tax professionals to resolve bookkeeping questions and provide complete, tax-ready financial information.

Assist with straightforward individual income tax returns during tax season, depending on experience and training.

Team Collaboration and Workflow Management: Collaborate with accounting leadership, tax professionals, and fractional CFO advisors to address client needs and resolve financial reporting issues.

Use Karbon, the practice management platform, to manage assignments, follow checklists, track time, document work, and communicate progress.

Take ownership of assigned deliverables, proactively communicate potential challenges, and meet agreed deadlines.

Support accounting cleanup, catch-up bookkeeping, and special projects while contributing to efficient, scalable bookkeeping processes.

Requirements:

The ideal candidate brings extensive practical bookkeeping experience, strong technical accounting knowledge, and the ability to independently manage multiple client engagements while maintaining exceptional accuracy.

Professional Experience: Extensive hands-on experience in professional bookkeeping, preferably supporting multiple businesses or legal entities.

Accounting Expertise: Thorough understanding of the full bookkeeping cycle, general ledger accounting, accruals, adjusting entries, and balance sheet integrity.

Software Proficiency: Strong proficiency in QuickBooks and the ability to independently manage account reconciliations, troubleshoot discrepancies, and produce accurate financial statements.

Financial Reporting: Demonstrated ability to prepare complete, reliable financial records and statements suitable for management review, CPA review, and tax preparation.

Quality Control: Ability to identify accounting errors, review financial records, maintain consistent bookkeeping standards, and improve the quality of work delivered by others.

Attention to Detail: Exceptional accuracy, thoroughness, and commitment to maintaining reliable financial information.

Organization and Problem-Solving: Strong time management, organizational, analytical, and problem-solving skills, with the ability to manage competing priorities and meet deadlines.

Remote Collaboration: Ability to work independently in a fully remote environment while maintaining clear, consistent communication with colleagues and stakeholders.

Professional Qualities: High levels of accountability, discretion, professionalism, initiative, and a strong client-service mindset.

Preferred Qualifications:

QuickBooks ProAdvisor certification or equivalent advanced QuickBooks training.

Experience with QuickBooks Online, QuickBooks Desktop, Enterprise, and payroll functions.

Experience supporting multiple clients or businesses across different industries.

Experience preparing accounting records for CPA review and business tax returns.

Previous experience reviewing the work of junior bookkeepers.

Familiarity with Karbon or comparable accounting practice management software.

Experience supporting individual income tax preparation.

Formal accounting education is welcome but not required; demonstrated professional expertise and practical experience are highly valued.

Benefits:

Full-time, fully remote position based in the United States.

40-hour workweek with consistent availability during agreed-upon working hours.

Opportunity to work with a collaborative, distributed team of accounting professionals and business advisors.

Exposure to a diverse portfolio of small and midsize business clients across different industries.

Opportunities to develop quality assurance, mentoring, and accounting process improvement skills.

Professional environment that values initiative, continuous learning, accountability, and attention to detail.

Salary, healthcare coverage, paid time off, and other specific benefits are not detailed in the job description.