Senior Bookkeeping Specialist (Santa Barbara)

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