Job Description
Job Description
Senior Bookkeeping Specialist
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
Company DescriptionBartlett, Pringle & Wolf, LLP is the leading accounting and consulting firm on the Central Coast of California providing a collection of premium services to support your lifestyle. Located in Santa Barbara, BPW has 9 partners and over 95 team members, delivering expert advice and personalized service for individuals and businesses alike.
Company Description
Bartlett, Pringle & Wolf, LLP is the leading accounting and consulting firm on the Central Coast of California providing a collection of premium services to support your lifestyle. Located in Santa Barbara, BPW has 9 partners and over 95 team members, delivering expert advice and personalized service for individuals and businesses alike.