Job Description
Join our dynamic finance team at Oakland Financial Partners, where precision meets innovation. We're seeking a meticulous Senior Bookkeeper to manage our clients' financial operations with integrity and expertise. This hybrid role combines in-office collaboration with remote flexibility, offering competitive benefits and professional growth opportunities in Oakland's thriving business district.
Responsibilities
- Maintain accurate and up-to-date general ledgers, accounts payable/receivable, and payroll systems
- Prepare monthly financial statements, balance sheets, and income statements
- Reconcile bank accounts, credit cards, and investment portfolios monthly
- Manage sales tax filings and compliance across multiple jurisdictions
- Oversee 1099 processing and year-end tax documentation
- Implement process improvements using QuickBooks Online and Excel automation
- Collaborate with CPAs during audits and financial reviews
Qualifications
- Bachelor's degree in Accounting or Finance (or equivalent experience)
- 5+ years of hands-on bookkeeping experience with multi-entity portfolios
- Advanced proficiency in QuickBooks Online and Excel (VBA preferred)
- Deep understanding of GAAP and California tax regulations
- Certified Bookkeeper (CB) or QuickBooks ProAdvisor certification
- Experience with construction or real estate accounting a plus
- Exceptional attention to detail with 100% reconciliability track record