Senior Bookkeeper

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the complete monthly bookkeeping process for a diverse portfolio of ongoing clients, which includes smaller businesses and organizations with multiple affiliated entities.

• Take responsibility for deposits, bank feeds, accounts payable, accounts receivable, invoicing, reconciliations, and ensuring the maintenance of accurate and up-to-date financial records.

• Manage weekly cash flow monitoring and updates for clients.

• Conduct audits of client payroll and address payroll tax issues and discrepancies.

• Manage intercompany accounting entries and assist with consolidated financial reporting for related entities.

• Collaborate with external CPAs at year-end, including the preparation of 1099s, state apportionment data, corrections from prior years, and other pre-tax accounting assistance.

• Utilize QuickBooks Online and various client systems; adapt quickly to new platforms and generate precise reports.

• Review the work of other bookkeepers through a quality assurance process, identify mistakes, and mentor team members on corrections and prevention strategies.

• Train and provide support to team members and contractors, enhance processes, and uphold standard operating procedures.

• Track time against client budgets, oversee workload, and communicate when tasks exceed scope.

• Interact with clients, CPAs, vendors, and teammates while delivering a responsive and high-quality service experience.

⛳️ Requirements

• Minimum of 5 years of practical bookkeeping or accounting experience.

• Proven experience managing a portfolio of 10 or more clients simultaneously is essential.

• Background in a multi-client Client Accounting Services (CAS), outsourced accounting, bookkeeping, tax, or CPA firm environment is required.

• Advanced QuickBooks Online proficiency.

• Comfortable working with and learning various client systems, including expense, payroll, accounts payable, and reporting platforms like Ramp and Expensify.

• Practical experience with intercompany accounting, multi-entity settings, and consolidations.

• Experience reviewing the work of others and providing teaching or coaching on corrections.

• Strong organizational skills, follow-through, and deadline management across multiple clients and competing priorities.

• Clear and thoughtful written and verbal communication with clients and internal team members.

• A strong service-oriented mindset and willingness to exceed client expectations.

• Proven stability in your career and the ability to succeed in a small, fast-paced remote environment.

• A degree in accounting, a certificate, or relevant coursework is a plus.

• Experience with payroll, 1099, or year-end compliance is a bonus.

• Familiarity with supporting small business owners, nonprofits, or other service-oriented clients is advantageous.

• Ability to work independently in a fully remote environment while staying connected with the team.

• Flexibility, curiosity, and adaptability to change in a growing small business.

🏝️ Benefits

• Unlimited paid time off after the probationary period.

• Completely remote work arrangement.

• Optional virtual gatherings, game nights, contests, fun runs, movie days, surprise care packages, and other thoughtful perks.