Job Description
Join Portland's leading financial services firm as our Senior Bookkeeper. We're seeking a meticulous finance professional to manage multi-client accounting portfolios with precision and strategic insight. This hybrid role combines deep technical expertise with client relationship management in a dynamic, growth-oriented environment.
Our ideal candidate thrives in fast-paced settings where accuracy meets advisory impact. You'll oversee full-cycle bookkeeping for diverse portfolios while mentoring junior staff and optimizing financial workflows using cutting-edge cloud technologies.
Responsibilities
- Execute full-cycle bookkeeping for 15+ client portfolios using QuickBooks Online and Xero
- Prepare and analyze monthly financial statements with variance commentary
- Manage sales tax filings across multiple jurisdictions and jurisdictions
- Oversee accounts payable/reconciliation processes with 3-day SLAs
- Lead month-end close procedures with supporting schedules
- Develop custom financial dashboards for client decision support
- Train clients on accounting best practices and system optimization
- Collaborate with CFO on budget forecasting and KPI tracking
Qualifications
- Bachelor's in Accounting/Finance + 5+ years bookkeeping experience
- Advanced QuickBooks Online/Xero certification required
- Proven expertise in multi-state tax compliance (OR, WA, CA)
- Proficient in Excel with advanced formula knowledge (VLOOKUP, PivotTables)
- Experience with ERP systems (NetSuite preferred)
- Certified Bookkeeper (CB) or equivalent designation
- Exceptional analytical and problem-solving abilities
- Strong client communication and presentation skills