Multi-Client Bookkeeper

Overview

This is an opportunity for a customer-first professional who seeks to build a career in our new bookkeeping division.

You have spent your career working across a portfolio of clients, not in-house for one company. You enjoy untangling messy books as much as you like talking to clients. You can communicate proactively when something doesn't add up, and treat clients with patience and clarity. You are not intimidated by technology and look forward to finding better ways to work. You take pride in producing financials that a tax professional can trust on the first pass.

As a Multi-Client Bookkeeper at Lifeline Tax Solutions, you will own the full cleanup and reconciliation process for a book of clients, work closely with the tax preparation and tax resolution teams, and serve as the primary point of contact for clients navigating their financials, often for the first time in several years.

We are looking for candidates who have balanced experience in bookkeeping, accounting, and tax and want to help us scale this division. As it grows, there will be an opportunity for expanded responsibility, leadership, and involvement in other divisions.

This position will initially focus on prior-period cleanup and shift to ongoing monthly or quarterly reconciliations over time.

About Lifeline Tax Solutions

Lifeline Tax Solutions is a 5-star rated full-service tax resolution, tax preparation, and bookkeeping firm built for scale, accountability, and results.

We are a people-first, technology-forward organization serving thousands of clients nationwide. Your position will be supported by an extensive set of systems, workflows, and internal tools built to help you focus on what matters: delivering financial statements and high customer service at scale.

Core Responsibilities

As a Multi-Client Bookkeeper, you will:

• Perform prior-prior period bookkeeping cleanup for clients with one or more years of unreconciled books, working from bank statements, client-provided records, and bank syncs.
• Reconcile bank accounts, credit cards, and loans across multiple client accounts simultaneously.
• Categorize and organize transactions in accordance with client industry and entity type (Schedule C, S-Corp, Partnership).
• Review, maintain, and update Charts of Accounts and identify and resolve discrepancies ongoing include new or revised categories.
• Prepare financial reports (P&L, balance sheet) and answering client and tax preparation team questions.
• Communicate with clients to resolve flagged transactions, missing documents, and questions on financial statements.
• Assist with tax return preparation on a part-time basis as the division's service offering grows and to be phased out over time.
• Maintain proactive client communication across phone, email, SMS, and client portals while tracking deadlines and compliance requirements

Required Qualifications

• 3-5 years of bookkeeping experience working with multiple clients simultaneously in an accounting or bookkeeping firm or similar.
• Proficiency in QuickBooks Online, and/or Xero.
• Strong understanding of bank reconciliation and prior-period cleanup experience.
• Exceptional attention to detail, empathy for clients and a willingness to understand balancing of attention to detail against competing deadlines.
• Proactive approach to client and department problem-solving including active written and verbal communication (SMS, email, voice) and friendly client-facing skills.
• Ability to work independently in a fully remote environment.

Preferred Qualifications

• Experience with Digits Accounting Software.
• 4-year college degree in accounting, finance, or related field.
• Experience preparing returns and working alongside tax preparation teams.
• Experience working in a tax resolution firm as an employee or outside contractor.
• Experience or willingness to grow into a senior or supervisory role.

Why Join Lifeline

• Flexible, remote-friendly work environment
• Clear expectations, accountability, and advancement opportunities
• A professional culture that values expertise, efficiency, and ethical practice

Compensation & Benefits

• Salary: $52,500 – $68,500 plus bonus opportunities and advancement opportunities within a growing division.
• Full benefits package including 401(k) with employer matching
• Comprehensive health, dental, and vision insurance
• Paid time off and flexible scheduling
• Remote work environment with company-provided laptop
• Employee assistance program and educational reimbursement

Pay: $52,500.00 - $68,500.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance
• Work from home

Application Question(s):

• Do you have an Active Enrolled Agent or CPA license?

Work Location: Remote