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AI Summary
This is a remote position.
About the Firm
Our client, a well-established wealth management firm with a robust in-house tax practice stemming from a large CPA firm acquisition, is seeking an experienced Bookkeeper to join their professional team. This position is ideal for a hands-on accounting professional who thrives in a production-focused environment and enjoys managing multiple client engagements with precision and autonomy.
About the Role
The Bookkeeper plays a critical role in managing the firm’s monthly client accounting engagements from start to finish. This position is designed for a plug-and-play professional who can take ownership of multiple bookkeeping clients, ensure accuracy in financial reporting, and operate independently within a structured accounting environment.
The ideal candidate is highly detail-oriented, comfortable managing multiple deadlines, and confident working within QuickBooks Desktop and QuickBooks Online at a power-user level. This position is best suited for an experienced bookkeeping professional who thrives in a fast-paced, client service environment and takes pride in delivering accurate, timely, and organized financial records.
Key Responsibilities
Manage a portfolio of monthly bookkeeping clients (up to 15–20 at capacity over time).
Take each client engagement from start to finish on a monthly basis.
Perform full-cycle bookkeeping, including transaction coding, bank and credit card reconciliations, and general ledger maintenance.
Prepare and finalize monthly financial statements.
Review work and ensure accuracy of account classifications and reporting.
Communicate with clients to gather necessary documentation and clarify transactions (initially limited client-facing responsibility, with opportunity to grow into a more client-facing role over time).
Maintain organized and accurate financial records in compliance with firm standards and accounting best practices.
Utilize QuickBooks Desktop and QuickBooks Online extensively as a power user.
Requirements
5–7 years of bookkeeping experience, preferably within a tax or public accounting environment.
Experience working with professional service firms such as legal or medical practices preferred.
Strong understanding of full-cycle bookkeeping, account reconciliations, journal entries, and financial statement preparation.
Advanced proficiency in QuickBooks Desktop and QuickBooks Online required.
Strong organizational skills and ability to manage multiple client deadlines.
Ability to step into the role with minimal training and operate independently.
Located in EST time zone
Benefits
Comprehensive benefits package and Paid Time Off (PTO).
A collaborative, team-oriented environment that values autonomy, precision, and professional growth.
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