Job Description
Are you a detail-oriented financial professional ready to make an impact? Coastal Financial Partners is seeking a Senior Bookkeeper to join our dynamic team in San Diego. If you have a passion for numbers and a knack for organizing complex financial data, we want to hear from you.
We are looking for an experienced professional to manage the full-cycle bookkeeping for our diverse portfolio of clients. In this role, you will ensure accuracy in financial reporting, streamline accounting processes, and provide strategic insights to our clients.
Why Join Us?
We offer a competitive salary, a hybrid work environment, and opportunities for professional growth. You will work with a collaborative team of financial experts dedicated to excellence.
Responsibilities
- Manage end-to-end bookkeeping for multiple clients, including accounts payable and accounts receivable.
- Perform monthly and quarterly bank reconciliations to ensure accuracy and detect discrepancies.
- Prepare financial statements (P&L, Balance Sheet) in compliance with GAAP standards.
- Process payroll using [Platform Name, e.g., Gusto/QuickBooks Payroll] and manage payroll tax filings.
- Assist with tax preparation and filing requirements for clients.
- Reconcile credit card statements and approve expense reports efficiently.
- Communicate with clients regarding financial inquiries, budgets, and reporting needs.
Qualifications
- 3+ years of proven experience in bookkeeping, accounting, or a related financial role.
- Proficiency in Xero, QuickBooks Online, or Sage accounting software.
- Strong working knowledge of GAAP and general accounting principles.
- Excellent attention to detail and strong organizational skills.
- Proficient in Microsoft Excel (VLOOKUP, Pivot Tables, VBA is a plus).
- Associate degree in Accounting or equivalent certification (CPA, CMA, or AA preferred).