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Senior Bookkeeper - 18056

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Job Description - Senior Bookkeeper - 18056

Senior Bookkeeper 

Growth Path into Tax and CFO Support



Full time, Independent Contractor

Remote (US EST work hours)




Role Overview

We are hiring a Senior Bookkeeper who can think critically, review work, and help build scalable systems. This role goes beyond transaction processing. The right candidate will be comfortable troubleshooting issues within the financials, cleaning up balance sheet accounts, and improving workflows.



There is also meaningful opportunity to assist with tax preparation and CFO-level work, including forecasting, analysis, dashboard preparation, and client support.



This is a high-impact role working directly with the owner. We are looking for someone who wants ownership and long-term growth, not just a task-based position.



Core Responsibilities



Monthly Close and Bookkeeping Oversight

  • Review bookkeeping completed by junior staff

  • Ensure bank and credit card reconciliations are accurate and complete

  • Review and maintain balance sheet accounts, including clearing, suspense, accrual, and miscellaneous accounts

  • Identify and resolve discrepancies in financial statements

  • Ensure financials are clean and ready for reporting


Troubleshooting and Process Improvement

  • Investigate and resolve accounting issues at the root cause

  • Identify recurring errors and implement preventative processes

  • Improve monthly close workflows and internal systems

  • Help document procedures and build repeatable accounting processes

  • Contribute ideas for improving efficiency and scalability


CFO Support and Financial Analysis

This role includes exposure to advisory and strategic finance work, including:

  • Assisting with budgeting and financial forecasting

  • Supporting cash flow modeling

  • Preparing dashboards and KPI reports

  • Assisting with financial analysis and margin review

  • Supporting client onboarding processes

  • Participating in client meetings when appropriate


Tax Preparation Support

The role may include assistance with:

  • Individual and business tax return preparation

  • Organizing and preparing tax workpapers

  • Year-end reconciliations and tax adjustments

  • Gathering and reviewing client documentation


Tax experience is preferred but not required. Willingness to learn and grow in this area is important.

Required Qualifications

  • Strong experience with QuickBooks Online (expert level)

  • Solid understanding of balance sheet accounts and reconciliations

  • Experience reviewing bookkeeping work

  • Proficiency in Excel or Google Sheets

  • Strong written and verbal English communication skills

  • Experience working with U.S.-based clients


Preferred Qualifications

  • Exposure to U.S. GAAP

  • Experience with multi-location or restaurant accounting

  • Payroll journal entry experience

  • Experience supporting fractional CFO or advisory services

  • Prior tax preparation experience


Ideal Candidate Profile

We are not looking for a task processor who waits for daily instruction.

We are looking for someone who:

  • Takes initiative and works independently

  • Thinks critically and solves problems

  • Is comfortable identifying and correcting errors

  • Can review junior staff work and improve processes

  • Communicates professionally with clients

  • Wants long-term growth within a firm

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