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Senior Bookkeeper
The O'Connor Group. Manage end-to-end monthly bookkeeping for a portfolio of recurring clients, including smaller businesses and organizations with multiple related entities .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expert-level QuickBooks Online skills and extensive experience in managing a portfolio of clients in a multi-client accounting environment. Proficient in intercompany accounting, payroll auditing, and providing high-quality client service while maintaining organized and accurate financial records.
Highest-signal resume keywords
Expert-Level QuickBooks Online SkillsPortfolio Management of 10+ ClientsIntercompany Accounting ExperiencePayroll Auditing and ComplianceClient Communication and Service Mindset
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
BookkeepingAccountingAccounts PayableAccounts ReceivableInvoicingReconciliationsCash-Flow TrackingFinancial ReportingQuality AssuranceMulti-Entity Accounting
Soft Skills
Strong OrganizationFollow-ThroughDeadline ManagementClear CommunicationService Mindset
Tools & Technologies
QuickBooks OnlineRampExpensifyClient Accounting Services (CAS)
Certifications & Qualifications
Accounting DegreeAccounting Certificate
Industry Keywords
Small Business AccountingNonprofit AccountingPayroll Compliance1099 PreparationOutsourced Accounting
About the role
Key responsibilities & impact- Manage end-to-end monthly bookkeeping for a portfolio of recurring clients, including smaller businesses and organizations with multiple related entities
- Own deposits, bank feeds, accounts payable, accounts receivable, invoicing, reconciliations, and maintenance of clean, current books
- Manage weekly cash-flow tracking and updates for clients
- Audit client payroll and follow up on payroll tax items and discrepancies
- Handle intercompany accounting entries and support consolidated financial reporting across related entities
- Partner with outside CPAs at year-end, including preparation for 1099s, state apportionment data, prior-year corrections, and other pre-tax accounting support
- Work in QuickBooks Online and client systems; learn new platforms quickly and produce accurate reports
- Review other bookkeepers’ work through the quality-assurance process, identify errors, and coach team members on corrections and prevention
- Train and support teammates and contractors, improve processes, and maintain standard operating procedures
- Track time against client budgets, monitor workload, and communicate when work trends over scope
- Communicate with clients, CPAs, vendors, and teammates while providing a responsive, high-service experience
Requirements
What you’ll need- 5+ years of hands-on bookkeeping or accounting experience
- Demonstrated experience simultaneously managing a portfolio of 10+ clients is required
- Experience in a multi-client Client Accounting Services (CAS), outsourced accounting, bookkeeping, tax, or CPA firm environment is required
- Expert-level QuickBooks Online skills
- Comfort working in and learning a variety of client systems, including expense, payroll, AP, and reporting platforms such as Ramp and Expensify
- Hands-on experience with intercompany accounting, multi-entity environments, and consolidations
- Experience reviewing other people’s work and teaching or coaching them through corrections
- Strong organization, follow-through, and deadline management across multiple clients and competing priorities
- Clear, thoughtful, written and verbal communication with clients and internal teammates
- Strong service mindset and ability to go above and beyond for clients
- Demonstrated career stability and ability to thrive in a small, fast-moving remote environment
- Accounting degree, certificate, or relevant coursework is nice to have
- Payroll, 1099, or year-end compliance experience is nice to have
- Experience supporting small-business owners, nonprofits, or other service-focused clients is nice to have
- Ability to work independently in a fully remote setting while staying connected to the team
- Flexibility, curiosity, and comfort with change in a growing small business
Benefits
Comp & perks- Unlimited PTO after probationary period
- 100% remote work arrangement
- Optional virtual get-togethers, game nights, contests, fun runs, movie days, surprise care packages, and other thoughtful perks