Offer summary

Qualifications:

7+ years of bookkeeping experience, preferably in a firm with multiple clients., QuickBooks Online Advanced Certification is required., Strong experience in overseeing multi-state sales tax and payroll processing., High-level English proficiency (C1 or C2 level) for effective client communication..

Key responsabilities:

Oversee and ensure accuracy in sales tax filings and payroll processing.

Review and correct junior bookkeepers' work to maintain quality control.

Manage client communication through the Keeper App and optimize its use.

Conduct monthly financial reviews with complete accuracy and create tools for effective client meetings.

Job description

This is a remote position.

Schedule:

40 hours per week
Monday to Friday, 8am-5pm EST with a 1 hour unpaid break

Client Overview

Join a dynamic and rapidly growing bookkeeping firm that’s revolutionizing financial management for businesses across various industries. Our client is at the forefront of integrating cutting-edge technology with traditional bookkeeping practices, specializing in QuickBooks Online and expanding into innovative restaurant-specific accounting solutions. As part of an international team, you’ll have the opportunity to work with diverse clients and contribute to the company’s exponential growth trajectory.

We are looking for a Senior Bookkeeper to oversee and review bookkeeping tasks, manage payroll and sales tax filings, and lead monthly financial reviews with complete accuracy. This role also involves coaching junior bookkeepers, creating SOPs, managing client communication through Keeper App, and building tools to improve client meetings. The ideal candidate has strong bookkeeping experience, high attention to detail, and excellent communication skills.

Responsibilities:

Oversee and ensure accuracy in sales tax filings & remittances
Oversee payroll processing, managing schedules, compliance, and accuracy
Review and correct junior bookkeepers' work to ensure quality control
Manage and optimize Keeper App software, including handling questions between clients and the team
Complete monthly financial reviews with 100% accuracy
Record and send financial review videos to the owner for month-end recaps
Create tools to run financial review meetings with clients, including automating reports, setting agendas, and structuring meetings for better client understanding
Create Standard Operating Procedures (SOPs) for key bookkeeping tasks
Collaborate with the office manager & operations manager for smooth workflow
Possess high-level English proficiency (C1 or C2 level) for clear client communication
Remove the owner from daily operations

Key Performance Indicators (KPIs):

100% accuracy in month-end financial reviews
Zero tax penalties from late or incorrect filings
98%+ payroll accuracy
Monthly close completed within 5 business days
Consistent SOP documentation & training of junior bookkeepers
Successful team management, measured by efficiency & accuracy improvements
Client satisfaction score of 90%+
Regular training videos recorded for team development
Timely & accurate month-end recap videos sent to the owner
Well-structured financial review meetings with custom-built tools to streamline discussions

Qualified candidates will have:

7+ years of bookkeeping experience, preferably in a firm with multiple clients
QuickBooks Online Advanced Certification
Strong experience overseeing multi-state sales tax & payroll processing
Proven experience reviewing & coaching junior bookkeepers
Experience using & managing Keeper App, including handling client-team communication within the platform
Ability to complete financial reviews with 100% accuracy
Experience recording and presenting financial reports via video
Experience creating tools & resources for financial review meetings with clients
High-level English proficiency (C1 or C2 level)
Bonus: Experience automating bookkeeping tasks (e.g., API connections)