Senior Bookkeeper
Job Type: Full-Time
Work Hours: Monday to Friday, 8:30 AM to 5:00 PM CST, with a 30-minute break
Salary: $1,400 per month
Job Overview:
We are seeking a highly skilled and detail-oriented Senior Bookkeeper to independently manage full-cycle bookkeeping for multiple client accounts, including complex reconciliations, financial reporting, and month-end/year-end processes. Reporting directly to the Managing Partner, this role requires strong bookkeeping expertise, excellent organizational skills, and the ability to work autonomously while managing competing deadlines. The ideal candidate is proactive, client-focused, and comfortable serving as a key point of contact for clients while also mentoring junior team members and contributing to process improvements.
Key Responsibilities:
- Advanced Bookkeeping and Client Management
- Independently manage full-cycle bookkeeping tasks for multiple clients, including complex reconciliations, adjustments, and multi-entity accounts.
- Handle client accounts with minimal supervision, proactively identifying and addressing client needs, discrepancies, and opportunities for process improvements.
- Develop customized bookkeeping solutions tailored to individual client requirements and ensure compliance with accounting standards.
- Client Communication and Relationship Management
- Serve as the primary point of contact for assigned clients, ensuring timely responses, clear communication, and a proactive approach to client inquiries.
- Provide clients with insights into their financial data, offering recommendations to support financial decision-making.
- Autonomy and Deadline Management
- Schedule and prioritize daily tasks to meet client deadlines, balancing multiple projects while ensuring timely completion of month-end and year-end processes.
- Maintain a high level of organization in tracking client files, deliverables, and timelines, ensuring that all commitments are met.
- Mentorship and Training
- Mentor Junior and Enhanced Junior Bookkeepers, offering guidance on bookkeeping practices, client communications, and best practices for efficiency and accuracy.
- Provide constructive feedback and help junior team members develop their skills, fostering a supportive learning environment.
- Lead by example in maintaining the company's high standards for client service, professionalism, and confidentiality.
- Financial Reporting and Analysis
- Prepare detailed financial reports, such as income statements, balance sheets, and cash flow statements, customized for client needs.
- Conduct year-end preparations and provide data to external accountants as needed for tax preparation and other reporting requirements.
- Process Improvement and Strategic Initiatives
- Identify opportunities for process improvement within client files and internal operations, implementing solutions to enhance efficiency.
- Participate in strategic initiatives to improve the company's bookkeeping processes, contributing ideas and insights from client interactions.
Required Skills & Qualifications:
- Education: Post-secondary degree or diploma in Accounting, Finance, or related field preferred; bookkeeping certification is an asset.
- Experience: 3-5 years of bookkeeping experience, with a proven ability to manage complex accounts and provide client-facing services.
- Technical Skills: Advanced proficiency in QuickBooks, Microsoft Office Suite, and familiarity with other accounting software.
- Soft Skills: Exceptional organizational skills, strong communication abilities, and a collaborative mindset.
- Analytical Skills: Skilled in identifying financial trends, resolving discrepancies, and applying a strategic approach to bookkeeping.
Core Competencies:
- Client-Centered Approach: Builds strong client relationships, providing proactive, high-quality service tailored to individual client needs.
- Autonomy and Time Management: Demonstrates excellent time-management skills, independently scheduling and completing tasks to meet deadlines.
- Problem-Solving and Strategic Thinking: Analyzes and resolves complex client issues, bringing strategic insights and improvements to client accounts.
- Mentorship and Leadership: Provides constructive mentorship to Junior Bookkeepers, supporting team growth and maintaining the company's standards.
- Professionalism and Confidentiality: Upholds the company's commitment to professionalism and confidentiality in all client interactions and internal communications.
- Adaptability and Continuous Learning: Stays current with bookkeeping best practices, continuously refining skills to meet evolving client and industry needs.
