Senior Bookkeeper

Company Description Kingswood U.S. is a boutique financial services firm backed by the resources of a global institution, empowering clients to navigate complex financial markets with confidence. The company delivers comprehensive wealth management for individuals and families, including portfolio management, retirement and estate planning, tax optimization, and risk management strategies. Kingswood also supports financial advisors and institutions with back-office services, compliance assistance, technology infrastructure, and access to a wide range of financial products. In addition, its full-service investment banking platform provides mergers and acquisitions advisory, capital solutions, and strategic guidance for middle market and emerging growth companies. With a client-centric approach, commitment to innovation, and deep industry expertise, Kingswood U.S. offers tailored solutions across the financial spectrum.

Job Summary: We are seeking a detail-oriented mid-level accounting professional to take ownership of our daily accounting workflows. The ideal candidate has deep, hands-on experience using QuickBooks to manage financial records, reconcile accounts, and streamline month-end procedures. You will bridge the gap between transactional bookkeeping and high-level financial analysis.

Key Responsibilities

• Manage all day-to-day accounting transactions within QuickBooks, ensuring clean ledger entries.
• Reconcile complex bank accounts, billing, and multiple general ledgers monthly.
• Oversee Accounts Payable (A/P) and Accounts Receivable (A/R) cycles, minimizing outstanding balances.
• Assist in the timely preparation of monthly and quarterly financial statement packages.
• Track fixed assets, depreciation schedules, and automated payroll entries.
• Identify workflow bottlenecks in QuickBooks and implement efficient accounting solutions.

Qualifications & Skills

• Education: Bachelor’s degree in Accounting, Finance, or a related field.
• Experience: Minimum 3–4 years of full-cycle corporate accounting experience.
• Software: Advanced, daily proficiency in QuickBooks (Desktop) is strictly required.
• Technical Proficiencies: Strong Microsoft Excel skills (VLOOKUPs, pivot tables, formulas).
• Core Competencies: High attention to detail, and a proactive approach to problem-solving.

What we offer | Benefits & Perks

• Compensation: Competitive salary based on experience.
• Health & Wellness: Comprehensive medical, dental, and vision insurance.
• Retirement: 401(k) plan with a company match.
• Growth: Mentorship from senior Finance staff and support for professional development. Room to grow into more senior positions within the company

Please submit resume to Apply.