Overview:
We are seeking an experienced Senior Bookkeeping Specialist to manage a portfolio of bookkeeping clients and support the efficiency and quality of our bookkeeping team. This role is ideal for a professional with at least 5 years of bookkeeping experience, including public accounting or client-service experience, who is comfortable managing client relationships and reviewing work.
Key Responsibilities:- Client Management & Bookkeeping·
- Manage and oversee bookkeeping services for a portfolio of clients·
- Maintain and review general ledger activity to ensure accuracy and completeness·
- Perform and review complex bank, credit card, and balance sheet reconciliations·
- Oversee month-end and quarter-end close processes·
- Prepare and review financial statements and supporting schedules·
- Identify accounting issues, trends, and discrepancies and communicate recommendations to clients and senior firm staff·
- Serve as a primary point of contact for assigned bookkeeping clients Team Oversight & Efficiency·
- Review work prepared by Bookkeeping Specialists and Associates for accuracy and completeness·
- Provide guidance, training, and feedback to lower-level bookkeeping staff·
- Support onboarding and training of new bookkeeping staff
- Firm Support·
- Coordinate with tax and accounting teams to support tax preparation and year-end reporting·
- Assist with bookkeeping client onboarding, including system setup and process implementation·
- Contribute to continuous improvement of bookkeeping services and client experience
Qualifications:- Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience)· 5+ years of bookkeeping experience, preferably in a CPA firm or client-service environment· Strong understanding of accounting principles and financial reporting· Advanced experience with QuickBooks Online required· Proficiency in Microsoft Excel, including reconciliations and data analysis· Experience managing multiple clients and deadlines· Prior experience reviewing work and mentoring junior staff· Strong communication skills and professional client-service mindset· Ability to work independently and exercise sound judgment
