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Senior Bookkeeper
P&G Advisors. Take primary responsibility for an assigned portfolio of bookkeeping clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive hands-on bookkeeping experience with a strong proficiency in QuickBooks, managing the full bookkeeping cycle, and preparing accurate financial statements. Capable of independently reconciling accounts and ensuring compliance with bookkeeping quality standards while effectively communicating with team members in a remote environment.
Highest-signal resume keywords
Extensive Bookkeeping ExperienceQuickBooks ProAdvisor CertificationAccount ReconciliationFinancial Statement PreparationAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Bookkeeping Cycle ManagementGeneral Ledger AccountingTransaction ClassificationMonth-End ClosingJournal EntriesAccounts PayableAccounts ReceivablePayroll AccountingTax PreparationDiscrepancy Resolution
Soft Skills
Organizational SkillsTime ManagementProblem-Solving SkillsProfessionalismClient-Service Mindset
Tools & Technologies
QuickBooks OnlineQuickBooks DesktopQuickBooks EnterpriseKarbonAccounting Practice Management Software
Certifications & Qualifications
QuickBooks ProAdvisor Certification
Industry Keywords
Financial RecordsBalance SheetsProfit and Loss StatementsAccounting ProcessesInternal ControlsTax-Ready Financial InformationCPA ReviewIndividual Income Tax Preparation
About the role
Key responsibilities & impact- Take primary responsibility for an assigned portfolio of bookkeeping clients
- Manage the full bookkeeping cycle, including transaction classification, account reconciliations, journal entries, and month-end closing
- Maintain accurate general ledgers, balance sheets, and profit and loss statements
- Manage and reconcile bank accounts, credit cards, loans, and other balance sheet accounts
- Support accounts payable, accounts receivable, and payroll-related accounting as required
- Identify and resolve discrepancies, unusual account balances, duplicate transactions, and other accounting issues
- Ensure financial records are complete, properly supported, and ready for management review
- Review bookkeeping work prepared by other team members for accuracy, completeness, and consistency
- Recommend corrections and support improvements in accounting processes and internal controls
- Help establish and maintain consistent bookkeeping quality standards
- Assist with training and mentoring less-experienced bookkeeping team members
- Complete assigned month-end closing activities accurately and within deadlines
- Prepare financial statements and supporting schedules for review
- Maintain records and reconciliations supporting year-end tax preparation
- Coordinate with tax professionals to resolve bookkeeping questions and prepare tax-ready financial information
- Assist with straightforward individual income tax returns during tax season as appropriate
- Use Karbon to manage assignments, track time, document work, and communicate progress
- Take ownership of deliverables and communicate potential problems proactively
- Assist with accounting cleanup, catch-up bookkeeping, and special projects
- Contribute to efficient, scalable bookkeeping processes
Requirements
What you’ll need- Extensive hands-on professional bookkeeping experience, preferably supporting multiple businesses or entities
- Strong proficiency in QuickBooks and thorough understanding of the bookkeeping cycle
- Ability to independently reconcile accounts, troubleshoot discrepancies, and prepare accurate financial statements
- Strong understanding of general ledger accounting, accruals, adjusting entries, and balance sheet integrity
- Exceptional attention to detail and commitment to accuracy
- Strong organizational, time management, and problem-solving skills
- Ability to work independently in a fully remote environment while maintaining reliable communication with team members
- Professionalism, accountability, discretion, and client-service mindset
- QuickBooks ProAdvisor certification or equivalent advanced QuickBooks training preferred
- Experience with QuickBooks Online, QuickBooks Desktop, Enterprise, and payroll functions preferred
- Experience supporting multiple clients or businesses across different industries preferred
- Experience preparing accounting records for CPA review and business tax returns preferred
- Experience reviewing junior bookkeepers' work preferred
- Familiarity with Karbon or similar accounting practice management software preferred
- Experience supporting individual income tax preparation preferred
- Formal accounting education welcome but not required
Benefits
Comp & perks- Full-time remote position
- 40 hours per week
- Consistent availability during agreed-upon working hours
- Collaborative, distributed team environment
- Continuous learning