Job Description
Join our award-winning financial services firm in the heart of San Francisco's Financial District. We're seeking a meticulous Senior Bookkeeper to manage our client portfolio's financial health. This hybrid role combines hands-on accounting expertise with client relationship management in a fast-paced, collaborative environment. Enjoy competitive benefits, professional development stipends, and the opportunity to grow within an industry-leading organization.
Responsibilities
- Manage full-cycle bookkeeping for 15-20 diverse clients across various industries
- Prepare monthly financial statements, balance sheets, and profit/loss reports
- Oversee accounts payable/receivable, payroll processing, and bank reconciliations
- Implement and maintain QuickBooks Online systems for client portfolios
- Collaborate with tax professionals during quarterly and annual reviews
- Provide financial insights and recommendations to client stakeholders
- Ensure compliance with GAAP and industry-specific regulations
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA preferred)
- 5+ years of full-cycle bookkeeping experience in a public accounting setting
- Expert proficiency in QuickBooks Online, Excel, and Xero
- Deep understanding of GAAP principles and California tax regulations
- Proven ability to manage complex client portfolios with competing deadlines
- Excellent communication skills with ability to translate financial data
- Advanced analytical and problem-solving abilities
- Certified Bookkeeper (CB) or QuickBooks ProAdvisor designation a plus