Senior Bookkeeper

Job Title: Senior Bookkeeper

Job Description

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What We Are Looking For:

This is an exceptional opportunity to become the Senior Bookkeeper for a solid CPA accounting, tax planning and tax strategy firm that strives to not only minimize tax burdens and maximize bottom line profits for small business owners but also represents them before the IRS to resolve their IRS tax issues.

Compensation And Benefits:

• $50,000 - $65,000

• Bonus Potential

• PTO

• Flexible Schedule 

• 100% Remote

Company Values and Culture:

This firm provides quality, personalized financial guidance, tax planning and tax strategy with integrity and competence. Their dedication to high standards and a strong work ethic is the reason our client base returns year after year. ​ 

Your Responsibilities:

• Oversee a portfolio of high-end clients and help them create business transformations. 

• Review work to ensure accounting is accurate 

• Respond to client requests in a timely manner

• Reconcile client accounts resolving any discrepancies or errors (i.e. bank reconciliations, credit card reconciliations, general ledger accounts)

• Review junior team member’s financial reports to identify errors and provide feedback and coaching as needed 

• Prepare and analyze financial reports (i.e. income statements, balance sheets, and cash flow statements) and review with clients

• Maintain accurate and up-to-date financial records, including invoices, purchase orders, accounts payable, accounts receivable, and bank statements

• Process and record financial transactions, including journal entries and general ledger entries

• Enter daily financial transactions using multiple accounting software platforms

• Develop and improve accounting processes and procedures to enhance efficiency and accuracy

• Collaborate with cross-functional teams to provide financial insights and support decision-making

• Assist with the preparation of financial statements for audits and tax filings

• Stay updated on accounting principles and regulations to ensure compliance

Qualifications We Require:

• Bachelor's degree in Accounting, Finance, or a related field

• Minimum of 3 years of bookkeeping and payroll experience supervising junior bookkeepers

• CPA or relevant certification is a plus

• Desire to study for, take and pass the CPA exam

Skills We Are Looking For:

• Highly proficient with Microsoft Excel

• Expert level with Quickbooks (Online and Desktop) (minimum of 2 years of experience)

• In-depth knowledge of accounting principles and procedures

• Proficiency in accounting software

• Strong analytical and problem-solving skills

• Excellent attention to detail and accuracy

• Effective communication and interpersonal skills

• Ability to work independently and collaboratively

*Compensation is flexible dependent on relevant skills and qualifications, as determined by the talent acquisition lead*

Sourced. is hiring on behalf of this company. We will be working with all candidates during the hiring process. For client confidentiality, we will not disclose our client's name until you are approved for an interview with the client.