Job Description
Join Coastal Financial Partners, a leading financial advisory firm in Jacksonville, as we seek a meticulous Senior Bookkeeper to manage our clients' financial operations. This hybrid role offers the flexibility to work remotely 2 days per week while collaborating with our dynamic downtown team. You'll be instrumental in ensuring financial accuracy and supporting the growth of small to medium-sized businesses across Northeast Florida. We offer competitive benefits, professional development stipends, and a collaborative culture that values precision and innovation.
Responsibilities
- Maintain and reconcile general ledger accounts with meticulous attention to detail
- Prepare monthly financial statements and variance analysis for client portfolios
- Manage accounts payable/receivable cycles and bank reconciliations
- Process payroll and ensure compliance with federal/state regulations
- Implement and optimize QuickBooks accounting systems for client efficiency
- Assist with annual tax preparation and audit documentation
- Provide financial insights and recommendations to business owners
Qualifications
- Bachelor's degree in Accounting or Finance (or equivalent experience)
- 3+ years of hands-on bookkeeping experience with QuickBooks Pro/Premier
- Proficiency in Microsoft Excel (advanced formulas, pivot tables)
- Strong understanding of GAAP principles and Florida tax regulations
- Certified Bookkeeper (CB) or QuickBooks ProAdvisor preferred
- Exceptional analytical skills and problem-solving abilities
- Proven track record of meeting monthly deadlines in fast-paced environments