Senior Bookkeeping Specialist

Job Description

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