Job Description
This is a remote position.
About the Firm Our client is a well-established wealth management firm with a robust in-house tax practice, built through the acquisition of a large CPA firm and supported by its sister company. The firm is seeking an experienced Bookkeeper to join their professional team.
This position is ideal for a hands-on accounting professional who thrives in a production-focused environment and enjoys managing multiple client engagements with precision and autonomy.
The Bookkeeper plays a critical role in managing the firm’s monthly client accounting engagements from start to finish. The ideal candidate is highly detail-oriented, comfortable managing multiple deadlines, and confident working within QuickBooks Desktop and QuickBooks Online at a power-user level.
This role is also a proven growth path into our Staff Accountant position for bookkeepers who want to expand into fuller-cycle accounting and, eventually, tax-adjacent work.
• 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.
• 5+ years of bookkeeping experience, preferably within a public accounting environment (candidates with 8–10+ years are encouraged to apply).
• 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 — while still receiving mentorship and support from the team.
• Located in Eastern or Central time zone.
• Compensation: Competitive compensation commensurate with experience.
• Work arrangement: Remote or hybrid, depending on proximity to a firm office.
• Paid Time Off: Flexible/unlimited PTO.
• Retirement: 401(k) with company match.
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