Senior Bookkeeper (Client Accounting Services)

Job Description Senior Bookkeeper (Client Accounting Services)

Key Responsibilities

Client Engagement & Project Management

• Manage and maintain project timelines for assigned client accounts.
• Monitor engagement progress and ensure deadlines are met.
• Prepare and review financial reports for a variety of clients.
• Customize financial reporting packages based on client needs and preferences.
• Assist with onboarding new clients, including documenting workflows, accounting processes, reporting structures, and operational procedures.
• Provide training and support to clients on accounting systems and best practices, both remotely and on-site when needed.
• Participate in special projects and process improvement initiatives.

Business Development & Client Relations

• Support the growth of outsourced accounting and advisory services through relationship building and client engagement.
• Assist with preparing proposals, pricing analyses, implementation plans, and project timelines for prospective clients.
• Develop and maintain standardized processes and documentation to promote consistency and service quality.
• Identify opportunities to expand services within existing client relationships.

Technical & Advisory Services

• Utilize accounting software and related tools to support client engagements, including:
• QuickBooks Online
• QuickBooks Payroll
• QuickBooks Desktop
• Bill.com (preferred)
• Stay current on accounting best practices, technology updates, and professional development opportunities.
• Provide guidance and support to clients on accounting software functionality and reporting capabilities.

Qualifications

• Associate's degree: in Accounting, Finance, Business, or a related field preferred.
• Experience: 2+ years of accounting, bookkeeping, outsourced accounting, or related experience preferred.
• Knowledge: Strong understanding of general accounting principles and financial reporting.
• QuickBooks: Experience with QuickBooks Online required.
• Training Ability: Ability to train and support end users on accounting software and processes.
• Organizational Skills: Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Analytical Skills: Excellent analytical, problem-solving, and decision-making abilities.
• Communication Skills: Effective verbal and written communication skills.
• Self-Motivation: Self-motivated with the ability to work independently and collaboratively.
• Client Focus: Client-focused mindset with a commitment to delivering high-quality service.
• Desire to Learn: Desire to learn, grow professionally, and contribute to a team-oriented environment.