Bookkeeper

This is a remote position. About the Firm Our client is a well-established wealth management firm with a robust in-house tax practice, built through the acquisition of a large CPA firm and supported by its sister company. The firm is seeking an experienced Bookkeeper to join their professional team. This position is ideal for a hands-on accounting professional who thrives in a production-focused environment and enjoys managing multiple client engagements with precision and autonomy. About the Role The Bookkeeper plays a critical role in managing the firm’s monthly client accounting engagements from start to finish. The ideal candidate is highly detail-oriented, comfortable managing multiple deadlines, and confident working within QuickBooks Desktop and QuickBooks Online at a power-user level. This role is also a proven growth path into our Staff Accountant position for bookkeepers who want to expand into fuller-cycle accounting and, eventually, tax-adjacent work. Key Responsibilities Manage a portfolio of monthly bookkeeping clients (up to 15–20 at capacity over time). Take each client engagement from start to finish on a monthly basis. Perform full-cycle bookkeeping, including transaction coding, bank and credit card reconciliations, and general ledger maintenance. Prepare and finalize monthly financial statements. Review work and ensure accuracy of account classifications and reporting. Communicate with clients to gather necessary documentation and clarify transactions (initially limited client-facing responsibility, with opportunity to grow into a more client-facing role over time). Maintain organized and accurate financial records in compliance with firm standards and accounting best practices. Utilize QuickBooks Desktop and QuickBooks Online extensively as a power user. Requirements 5+ years of bookkeeping experience, preferably within a public accounting environment (candidates with 8–10+ years are encouraged to apply). Strong understanding of full-cycle bookk