Senior Bookkeeper
Core
Maintain accurate financial records and manage the full bookkeeping cycle for a portfolio of small and midsize business clients.
Role type
Senior Bookkeeper (IC)
Builds
Accurate financial statements, reconciled ledgers, and tax-ready records for client businesses.
Domain
Accounting / Bookkeeping
Required skills
General ledger accounting, account reconciliations, month-end closing, financial reporting, QuickBooks proficiency, quality assurance review, payroll accounting support, tax readiness preparation, process improvement, mentoring junior staff
Preferred skills
QuickBooks ProAdvisor certification, experience with QuickBooks Online/Desktop/Enterprise, multi-industry client support, CPA review preparation, Karbon practice management software familiarity, individual income tax preparation experience
Technologies
QuickBooks, Karbon
Responsibilities
Manage assigned client portfolio including complex engagements and full bookkeeping cycle; Reconcile bank accounts, credit cards, loans, and balance sheet accounts; Review bookkeeping work by other team members for accuracy; Complete month-end closing activities and prepare financial statements; Coordinate with tax professionals and assist with tax returns; Mentor less-experienced team members; Use Karbon to manage assignments and track progress
Seniority
Senior, hands-on IC