This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

The Senior Bookkeeper I is a highly skilled accounting professional responsible for managing multiple client engagements, ensuring financial accuracy, and mentoring junior team members. This role is ideal for someone who thrives in a dynamic, service-driven environment and has advanced experience with QuickBooks Online (QBO) and QuickBooks Desktop (QBD), financial reporting, and reconciliations.

You'll partner closely with clients, operate with a high level of independence, and collaborate with senior accounting leaders to deliver exceptional results.

Primary Responsibilities

• Client & Engagement Management:
  • Manage and prioritize workflows across multiple clients with varying industries and complexity.
  • Act as the primary point of contact, providing proactive communication, insights, and guidance.
  • Identify opportunities to streamline processes and improve the client experience.
• Technical Bookkeeping:
  • Perform and review advanced reconciliations (bank, credit card, loans, payroll clearing).
  • Manage full-cycle AP/AR, including vendor bills, invoicing, payments, and collections follow-up.
  • Prepare, review, and analyze financial statements (P&L, Balance Sheet, Cash Flow).
  • Record and review complex journal entries and maintain accurate general ledgers.
  • Troubleshoot discrepancies and ensure clean, audit-ready files.
• QuickBooks Expertise:
  • Set up, optimize, and maintain QBO/QBD files tailored to client needs.
  • Utilize bank feeds and automation tools for efficiency and accuracy.
  • Support payroll setup, processing, and filings as needed.
• Compliance & Reporting:
  • Maintain data accuracy through regular reviews and cleanup work.
  • Monitor and assist with sales tax tracking, filing, and remittance.
  • Lead month-end and year-end close processes; support audit readiness.
• Team Leadership & Mentorship:
  • Review work prepared by Bookkeeper I and II team members.
  • Provide coaching, guidance, and support on complex transactions and best practices.

Core Competencies

• Integrity & Accuracy: Maintains confidentiality and precise financial records.
• Multi-Client Agility: Effectively manages competing deadlines and priorities.
• Technical Expertise: Strong command of bookkeeping principles and QBO/QBD.
• Communication: Explains financial information clearly to clients and teammates.
• Client Service: Builds trust through responsiveness and professionalism.
• Organization & Efficiency: Thrives in a fast-paced, tech-enabled environment.
• Problem Solving: Anticipates issues and proactively resolves them.
• Collaboration: Works seamlessly across departments and teams.
• Mentorship: Supports knowledge sharing and team development.

Qualifications

• Associate's or Bachelor's degree in Accounting, Finance, or equivalent experience.
• Minimum 3+ years of bookkeeping experience in a multi-client, outsourced accounting, or franchise environment.
• Advanced proficiency with QuickBooks Online and QuickBooks Desktop.
• Experience with payroll, sales tax compliance, and financial reporting.
• Comfort working in cloud-based systems and accounting technology tools.