Job Description
Immediate opening for an experienced Bookkeeper to join our growing finance team in Long Beach, CA! Coastal Financial Partners is seeking a detail-oriented professional to manage client accounting operations with precision and efficiency. This hybrid role offers competitive compensation, comprehensive benefits, and the opportunity to work with diverse portfolios in a collaborative environment.
As a key member of our accounting department, you'll ensure financial accuracy and compliance while supporting our clients' growth. If you're passionate about numbers and thrive in a fast-paced setting, apply today to join our award-winning firm!
Responsibilities
- Manage full-cycle bookkeeping for 15-20 client portfolios including AP/AR, bank reconciliations, and payroll processing
- Prepare monthly financial statements (P&L, Balance Sheet, Cash Flow) using QuickBooks Online
- Oversee sales tax filings and ensure compliance with federal/state regulations
- Coordinate with external auditors and tax professionals during year-end procedures
- Maintain organized digital filing systems for all financial documentation
- Provide financial insights and recommendations to clients during quarterly reviews
- Train junior staff on accounting software best practices
Qualifications
- Associate's degree in Accounting or Finance (Bachelor's preferred)
- 3+ years of hands-on bookkeeping experience with QuickBooks Online
- Proven ability to manage multiple client portfolios simultaneously
- Advanced proficiency in Excel and accounting software integrations
- Certified Bookkeeper (CB) or QuickBooks ProAdvisor designation a plus
- Exceptional attention to detail with zero tolerance for errors
- Strong problem-solving skills and client communication abilities
- Familiarity with multi-state tax compliance requirements