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.
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.
Set up, optimize, and maintain QBO/QBD files tailored to client needs.
Support payroll setup, processing, and filings as needed.
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.
Review work prepared by Bookkeeper I and II team members.

Requirements

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.

Benefits

Professional development opportunities
Flexible work arrangements

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

advanced reconciliationsfull-cycle AP/ARfinancial statementsjournal entriesdata accuracysales tax trackingmonth-end closeyear-end closeaudit readinessbookkeeping

Soft skills

communicationclient experience improvementworkflow managementproactive insightstroubleshootingleadershipteam collaborationprocess optimizationorganizational skillsattention to detail

Certifications

Associate’s degree in AccountingBachelor’s degree in Finance