Job Description
Join Milwaukee's premier financial services firm as a Senior Bookkeeper and become the backbone of our clients' financial success. We're seeking a meticulous professional to manage complex accounting operations for diverse portfolios in a collaborative, fast-paced environment. Enjoy competitive benefits, professional development opportunities, and the chance to shape financial strategies for Milwaukee's growing businesses.
Responsibilities
- Manage full-cycle bookkeeping for 15-20 client portfolios using QuickBooks Online
- Prepare monthly financial statements (P&L, Balance Sheet, Cash Flow)
- Reconcile bank accounts, credit cards, and investment accounts
- Process payroll and ensure compliance with federal/state regulations
- Oversee accounts payable/receivable and manage vendor relationships
- Analyze financial data to identify trends and recommend improvements
- Collaborate with tax preparation teams for quarterly/year-end reporting
Qualifications
- Bachelor's degree in Accounting or Finance (or equivalent experience)
- 5+ years of full-cycle bookkeeping experience
- Advanced proficiency in QuickBooks Online and Excel
- Strong knowledge of GAAP and IRS tax regulations
- Certified Bookkeeper (CB) or QuickBooks ProAdvisor preferred
- Exceptional attention to detail and problem-solving skills
- Ability to manage multiple deadlines in a client-facing role
- Excellent written and verbal communication skills