About the job Junior Accountant / Senior Bookkeeper
Overview
Were hiring a highly capable Senior Bookkeeper / Junior Accountant to take ownership of full-cycle bookkeeping and cleanup work across multiple client accounts. Youll work in QuickBooks, manage reconciliations, execute close processes, and prepare books for handoff to CPAs with a strong focus on accuracy, speed, and accountability. Ideal for someone just under CPA level who understands complex books but doesnt do filings or tax strategy.
Key Responsibilities
QuickBooks File Ownership
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Set up and maintain Chart of Accounts, classes, locations, and user roles
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Manage multiple client QuickBooks files end-to-end
Full-Cycle Bookkeeping & Reconciliations
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Perform monthly/quarterly reconciliations for bank, credit card, and loan accounts
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Clear reconciling items and investigate discrepancies
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Maintain AR, AP, and fixed asset schedules in sync with the GL
Cleanup & Troubleshooting
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Analyze messy books to identify errors and missing data
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Create and execute cleanup plans, tie back to prior tax returns
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Communicate issues and solutions clearly to management
Close Process Execution
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Follow standard monthly/quarterly/annual close checklists
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Post adjusting entries (accruals, prepaids, depreciation, etc.)
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Prepare draft Trial Balance, P&L, and Balance Sheet
Quality Control & Peer Review
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Review other bookkeepers entries and reconciliations
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Make adjustments, post corrections, and update documentation
Tax Handoff Prep
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Ensure clean schedules and supporting documents are ready for the CPA
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Reconcile schedules to trial balance, explain variances
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Respond quickly to questions and requests from tax team
Sales Tax & 1099 Support
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Allocate and track sales tax and payroll liabilities
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Assist with 1099 prep: gather data, run reports, and flag issues
Documentation & Controls
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Validate backup for all major entries (invoices, statements, contracts)
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Keep digital files clean, accessible, and audit-ready
Team Collaboration & Flexibility
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Communicate clearly and proactively with peers and supervisors
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Support the team during tax season (Jan,Mar), including overtime if needed
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Work independently while keeping stakeholders updated
What You'll Need
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3+ years of experience with QuickBooks Online and/or Desktop
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Strong knowledge of full-cycle bookkeeping and reconciliations
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Solid grasp of cash vs accrual and general accounting workflows
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Experience preparing books for CA handoff (but not filing taxes)
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High attention to detail and pride in delivering clean books
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Strong communication skills and ability to manage deadlines
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Remote work setup with stable internet