Senior Bookkeeper

Job Summary:

The Senior Bookkeeper is the financial backbone for a portfolio of growing businesses—responsible for turning high-volume, multi-entity financial activity into clean, accurate, and decision-ready data. This role goes far beyond data entry. It owns the integrity of financial records, ensures compliance across multiple states and systems, and protects client cash flow through disciplined execution of payroll, payables, receivables, and tax filings.

You’ll operate as both a doer and a reviewer by managing complexity across clients while supporting junior team members, strengthening workflows, and elevating the overall quality of financial operations.

Success in this role means nothing slips. Transactions are clean, reconciliations are tight, deadlines are met, and clients trust the numbers they’re making decisions on. Most importantly, you will share in our commitment to service excellence and accuracy while consistently modeling our culture, core values, and behaviors.

Essential Functions, Accountabilities, and Responsibilities:

Financial Operations & Accuracy

• Maintain accurate and up-to-date financial records across multiple clients and entities.
• Perform weekly and monthly reconciliations (bank, credit card, clearing accounts).
• Ensure all transactions are properly coded, categorized, and supported with documentation.
• Identify discrepancies, investigate root causes, and resolve issues proactively.

Accounts Payable & Receivable Management

• Process and manage AP workflows, including bill entry, coding, approvals, and payment scheduling.
• Oversee end to end A/R processes; invoice generation, payment application, and aging follow-up.
• Maintain clean A/R and A/P ledgers with minimal outstanding discrepancies; perform timely reconciliation.

Payroll & Benefits Administration

• Execute accurate and timely payroll across multiple clients and pay schedules.
• Reconcile payroll liabilities; manage benefit contributions; process off-cycle payroll, payouts/bonuses.
• Ensure compliance with payroll tax registrations, filings, and state requirements.

Tax Compliance & Filings

• Prepare and file monthly/quarterly multi-state sales tax, excise tax, B&O, and/or other required filings.
• Maintain accurate tax schedules and reconcile liabilities monthly; update tax codes.
• Monitor nexus changes and ensure compliance with evolving state requirements.

Month-End Close & Financial Reporting

• Execute month-end close processes including accruals, deferrals, and adjustments.
• Prepare clean, accurate financial reports and supporting schedules.
• Collaborate with leadership and CPAs to ensure readiness for external reporting.

Client & Team Leadership

• Serve as primary POC for assigned clients; ability to successfully manage 8-12 clients simultaneously.
• Provide timely, clear communication and financial insights to all stakeholders.
• Review work from junior team members and provide feedback and direction.
• Maintain SOPs and actively contribute to improve workflows for efficiency and consistency.

Minimum Essential Requirements:

(includes education, experience, skills, certifications required to perform the essential functions)

• Must be legally permitted to work in the United States.
• Must have and maintain a designated workspace with reliable high-speed internet, free from ongoing distractions, and structured to protect confidential information including secure handling of documents and restricted visibility to unauthorized individuals.
• High school graduation or GED equivalent required.
• 3+ years’ experience as full-charge bookkeeper; multiclient environment preferred.
• Proficiency with bookkeeping and payroll software including QBO, Xero, Gusto, etc.
• Strong knowledge of multi-state tax filing procedures and compliance (sales, payroll, etc.).
• Progressive experience using workflow management tools (i.e. Bill.com, Hubdoc, Karbon, etc.).
• Advanced skills in productivity and online communication software (i.e. Office 365 including Teams, Word, Excel, SharePoint).
• Ability to maintains a high level of data accuracy with consistent attention to detail.
• Ability to demonstrate working knowledge of financial reports; analyze data and identify/correct errors.
• Ability to consistently apply protocols to protect sensitive and confidential information.
• Ability to communicate, translate, and effectively report out information in both written and verbal format.
• Ability to operate with enthusiasm, and a positive, proactive “no-job-is-below-me” attitude.
• Ability to exercise discretion and independent judgment regarding client, administrative, and operational related decisions.
• Willingness to learn and adapt to new software, systems, and processes.
• Ability to demonstrate open, clear, concise, and professional communication, both written and verbal.
• Ability to be flexible and adapt to the needs of the organization.
• Ability to complete assignments with attention to detail and high degree of accuracy.
• Ability to demonstrate a strong focus and commitment to the organization’s mission through prioritization, quality, efficiency, and professionalism.
• Ability to handle the stress of a high visibility position with competing priorities.
• Ability to produce results; consistently demonstrates ownership and accountability.
• Ability to establish and maintain trust with clients; strong interpersonal and relationship building skills.
• Ability to maintain the utmost confidentiality and discretion.
• Ability to produce high- quality work according to defined procedures within provided timelines.
• Ability to work in team environment as well as independently.
• Ability to read and write checklists, reports, and correspondence.
• Ability to read and comprehend complex instructions, memos, etc.
• Ability to analyze and perform complex computations with reasonable speed and accuracy.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, and diagram form.
• Ability to be a proactive problem solver, overcome roadblocks involving variable and standard situations.
• Ability to make decisions that are aligned with the core values and behaviors of the organization.
• Ability to be punctual and meet regular and reliable attendance requirements for the entire shift with or without a reasonable accommodation.
• This position oversees others’ work product for accuracy as a means of checks and balances.
• This position may directly or indirectly support and guide the work of (1) or more employees as assigned.

Preferred Qualifications:

• Quickbooks ProAdvisor Certification strongly preferred.

Core Competencies:

Problem Solving: Effective performers are extremely good problem solvers. Researching data from multiple sources. Identifying discrepancies then determining most accurate method for correction while considering all affected parts of the business.

Strategic Thinking: Effective performers act with the future in mind and are visionaries. They plan and make decisions within the framework of the enterprise’s strategic intent. They know and understand the factors influencing strategy (e.g., core competencies, strengths, and limitations of the organization). They consider future impact when weighing decisions. They constantly think in terms of bettering the business, always looking for new ways to grow and achieve continuous improvement in a safe, clean, and organized environment.

Results Orientation: Effective performers maintain appropriate focus on outcomes and accomplishments. They are motivated by achievement and persist until the goal is reached. They convey a sense of urgency to make things happen. They respect the need to balance short-term and long-term goals. They are driven by a need for closure.

Communicativeness: Effective performers recognize the essential value of continuous information exchange and the competitive advantage it brings. They actively seek information from a variety of sources and disseminate it in a variety of ways. They take responsibility for ensuring that everyone in the organization have the current and accurate information needed for success.

Change Agility: Effective performers are adaptable. They embrace needed change and modify their behavior when appropriate to achieve organizational objectives. They are effective in the face of ambiguity. They understand and use change management techniques to help ensure smooth transitions.

Industry Knowledge: Effective performers understand the general workings of the industry within which the organization functions. They monitor activities and trends within these arenas and maintain a current knowledge base. They use this knowledge to further the organization's goals. They proactively pursue self-development and education to increase their value and knowledge by understanding and applying industry advancements.

Pay: $25.00 - $32.00 per hour

Benefits:

• Flexible schedule
• Paid time off

Work Location: Remote