Job Description

Overview

Were hiring a highly capable

Senior Bookkeeper / Junior Accountant

to take ownership of full-cycle bookkeeping and cleanup work across multiple client accounts. Youll work in QuickBooks, manage reconciliations, execute close processes, and prepare books for handoff to CPAs with a strong focus on accuracy, speed, and accountability. Ideal for someone just under CPA level who understands complex books but doesnt do filings or tax strategy.

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Key Responsibilities

QuickBooks File Ownership

Set up and maintain Chart of Accounts, classes, locations, and user roles Manage multiple client QuickBooks files end-to-end

Full-Cycle Bookkeeping & Reconciliations

Perform monthly/quarterly reconciliations for bank, credit card, and loan accounts Clear reconciling items and investigate discrepancies Maintain AR, AP, and fixed asset schedules in sync with the GL

Cleanup & Troubleshooting

Analyze messy books to identify errors and missing data Create and execute cleanup plans, tie back to prior tax returns Communicate issues and solutions clearly to management

Close Process Execution

Follow standard monthly/quarterly/annual close checklists Post adjusting entries (accruals, prepaids, depreciation, etc.) Prepare draft Trial Balance, P&L, and Balance Sheet

Quality Control & Peer Review

Review other bookkeepers entries and reconciliations Make adjustments, post corrections, and update documentation

Tax Handoff Prep

Ensure clean schedules and supporting documents are ready for the CPA Reconcile schedules to trial balance, explain variances Respond quickly to questions and requests from tax team

Sales Tax & 1099 Support

Allocate and track sales tax and payroll liabilities Assist with 1099 prep: gather data, run reports, and flag issues

Documentation & Controls

Validate backup for all major entries (invoices, statements, contracts) Keep digital files clean, accessible, and audit-ready

Team Collaboration & Flexibility

Communicate clearly and proactively with peers and supervisors Support the team during tax season (Jan,Mar), including overtime if needed Work independently while keeping stakeholders updated
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What You'll Need

3+ years of experience with

QuickBooks Online and/or Desktop

Strong knowledge of full-cycle bookkeeping and reconciliations Solid grasp of

cash vs accrual

and general accounting workflows Experience preparing books for CA handoff (but not filing taxes) High attention to detail and pride in delivering clean books Strong communication skills and ability to manage deadlines * Remote work setup with stable internet