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Bookkeeper
White Tiger Connections Inc.Bookkeeper managing monthly client accounting engagements for a wealth management firm. Requires strong QuickBooks proficiency and independent work in a structured environment.
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- Comprehensive benefits package
- Paid Time Off (PTO)
- A collaborative, team-oriented environment that values autonomy, precision, and professional growth.
ATS Keywords
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Hard Skills & Tools
full-cycle bookkeepingtransaction codingbank reconciliationscredit card reconciliationsgeneral ledger maintenancefinancial statement preparationaccount reconciliationsjournal entriesaccount classificationsreporting
Soft Skills
organizational skillsclient communicationindependencetime management