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