We are seeking and driven and collaborative Sr. Bookkeeper/Accountant to join the team! Our ideal candidate will have at least 3+ years of experience with full-charge bookkeeping, and can work across various niches of business. This position will play a crucial role in leading new client engagements and ensuring the accuracy and integrity of financial transactions, preparing financial statements, and providing accurate data to support strategic decision-making. In this role, you'll need to manage and lead multiple client projects and communicate with clients to support their requests.
Essential Duties And Responsibilities
Onboarding new clients
Assist in client retention and client growth opportunities
Perform a full cycle accounting close
Post financial transactions into subsidiary books and general ledgers
Reconcile and balance accounts
Produce timely and accurate monthly financial statements
Generate 1099s and W2s and calculate and prepare tax statements
Frequent communication with clients
Qualifications
3+ years of applicable experience
Ability to handle a large portfolio of clients
Be detail oriented...accuracy is key, organized and a strong communicator with the ability to manage the duties autonomously
Strong organizational and time-management skills with the ability to multi-task and work independently
Collaborative, adaptable, and accountable to tasks given
Ability to pivot across difference niches of work, clients, and timelines
Must maintain high discretion and professionalism with confidential information
Ability to correctly interpret and apply complete instructions, policies and regulations