US Senior Bookkeeper

Job Summary

Bookkeeper

Requirements:

• 2 years (minimum) related bookkeeping experience, including general ledger, bank reconciliations, bookkeeping best practices and financial reporting
• Experience working with tax preparers
• 2 years (minimum) experience as a supervisor with a minimum team of 2
• 1 years (minimum) customer service experience
• Excel in use of QuickBooks Online, spreadsheets and cloud-based platforms (including a variety of e-commerce, POS, and support apps)
• Friendly demeanor internally and externally
• Encouraging & supportive of others
• Familiarity with small business practices
• Detailed oriented
• Strong sense of urgency/deadline & priority driven

Role & responsibilities:

• Reconcile bank accounts, credit card statements, and other financial records
• Maintain general ledgers and adjust entries as needed
• Prepare monthly, quarterly, and annual financial reports (e.g., P&L, balance sheet)
• Assist with form 1099 Misc and NEC filings
• Assist with payroll processing and related filings
• Maintain organized financial records and support document requests during audits or tax filing
• Communicate with clients regularly to gather information and provide updates
• Assist with LLC/S Corp and C Corp taxes for small businesses
• Reviewing bookkeepers work for accuracy and procedure compliance including providing feedback to bookkeepers and providing deliverables to clients.
• Supporting bookkeeping staff, including training new team members, helping with questions and escalations.
• Managing bookkeeping workload, making sure projects are completed/running smoothly, managing capacity, and covering for time off.
• Overseeing completion of new client online systems setup, accounts cleanup, and developing clear workflows and handing off to bookkeepers.
• Owning the bookkeeping processes, including the Bookkeeping Procedures Manual and ensuring individual client processes are documented and up to date.
• Supporting company growth and capacity by handling project and/or regular bookkeeping client work as needed and assigned.
• Preparing and submitting sales tax reporting and 1099s, updating cash flow forecasts, budgets, and performing other custom client specific services.
• Managing year-end closing and preparation of financial packets for tax preparer.