This is a remote position.
Our client, a well-established wealth management firm with a robust in-house tax practice stemming from a large CPA firm acquisition, 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. This position is designed for a plug-and-play professional who can take ownership of multiple bookkeeping clients, ensure accuracy in financial reporting, and operate independently within a structured accounting environment.
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 position is best suited for an experienced bookkeeping professional who thrives in a fast-paced, client service environment and takes pride in delivering accurate, timely, and organized financial records.
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.
5–7 years of bookkeeping experience, preferably within a tax or public accounting environment.
Experience working with professional service firms such as legal or medical practices preferred.
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.
Located in EST time zone
Comprehensive benefits package and Paid Time Off (PTO).
A collaborative, team-oriented environment that values autonomy, precision, and professional growth.
...What You Will Do Our Underground Utility Locate Technicians use computer utility maps and specialized equipment to find underground cables, pipes, and other underground utilities to prevent damages and ensure safety during excavation. If you are a problem-solver who...
...About the Job: LaunchDarkly is seeking a Senior SEO & GEO Marketing Manager to own and drive our organic discoverability strategy across... ...stakeholders, and connect organic performance directly to inbound pipeline. The right candidate combines deep SEO knowledge, a strong...
...Job Title: Locum Tenens OB/GYN Physician Location: North Carolina Position Overview: Our team is looking for an OB/GYN Physician to join our Medical Center in North Carolina on a 1-month locum tenens basis, beginning in late November 2024, with the possibility...
...Location:NC-Charlotte Job Title: Broadcast Director - WSOC TV Position Overview WSOC TV Charlotte is looking for a Broadcast Director who can direct newscasts in a fast-paced, live television environment and be able to oversee all technical aspects of a live...
...risk services personal insurance retirement and private wealth management products and services. With over $5 billion in revenue and almost... ...in mergers and acquisitions OVERVIEW As a member of the Change Enablement team within the Technology Engagement and Enablement...