Job Description
Join our dynamic finance team in Plano, TX as a Senior Bookkeeper and make an immediate impact! We're seeking a detail-oriented professional to manage daily accounting operations for our growing portfolio of small to mid-sized businesses. This urgent opening requires someone who can start tomorrow and hit the ground running with our client portfolio.
Our ideal candidate thrives in fast-paced environments, possesses exceptional organizational skills, and is passionate about delivering accurate financial insights. You'll be instrumental in maintaining financial integrity while supporting our clients' growth trajectories. This hybrid role offers flexibility with 2 days remote work per week.
Responsibilities
- Manage full-cycle bookkeeping for 15-20 diverse client portfolios using QuickBooks Online
- Prepare monthly financial statements (P&L, Balance Sheet, Cash Flow) with variance analysis
- Oversee accounts payable/receivable processing and bank reconciliations
- Coordinate with tax preparers for quarterly estimated tax filings and year-end documentation
- Implement internal controls and process improvements for efficiency
- Lead monthly client meetings to present financial performance and strategic recommendations
- Maintain organized digital filing systems in compliance with GAAP standards
Qualifications
- Minimum 3 years of hands-on bookkeeping experience with QuickBooks Online
- Bachelor's degree in Accounting, Finance, or related field (CPA preferred)
- Proficiency in Microsoft Excel (VLOOKUP, PivotTables, macros)
- Proven track record of managing multiple client accounts simultaneously
- Strong understanding of sales tax compliance (Texas-specific knowledge a plus)
- Exceptional attention to detail with ability to reconcile complex accounts
- Certified Bookkeeper (CB) designation or equivalent professional certification