Bookkeeper

Overview

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.

This is a remote position.

About the Firm

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.

Role

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.

Key Responsibilities

• 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.

Requirements

• 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.

Benefits

• Comprehensive benefits package and Paid Time Off (PTO).
• A collaborative, team-oriented environment that values autonomy, precision, and professional growth.