ALPHA B GROUP
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SENIOR 
​BOOKKEEPER

APPLY HERE

Senior Bookkeeper

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The senior bookkeeper's role is front-facing to the client and management of junior bookkeepers on the backend.  They are in charge of getting the books prepped, tax-ready, and helping our clients with any issues or questions that arise.


EXPERIENCE

  • 5 years of experience with face-to-face client interaction
  • 3 years of management 

LICENSE REQUIREMENTS

  • Accounting related degree preferable, but not required
  • Quickbooks Pro Advisor certification is a plus

SOFTWARE EXPERIENCE

  • Quickbooks
  • Google Docs
  • Intermediate Excel

KNOWLEDGE

  • ​​Has a strong understanding of how transactions flow in and out of the balance sheet, profit and loss, and cash flow statements
  • Has an understanding of different accounts for different types of business entities (i.e. different types of equity accounts)
  • Has basic understanding of how sales tax and business property taxes work

INTERPERSONAL SKILLS

  • Likeable​
  • Team player
  • Hardworking and dedicated
  • Can communicate openly, honestly, and effectively
  • Can explain accounting concepts in layman's terms
  • Can motivate and manage people

ACCOUNTABILITY

  • ​Responsible for their own client list and keeps financials consistently updated
  • Interface directly with clients in regards to info needed for bookkeeping
  • Review junior bookkeeper's work
  • Analyze financials (i.e. ROI reports, if costs are too high, etc.)
  • Review financials with client and answer and fulfill client requests
apply now

We are a 100% virtual business

Mailing Address:
5201 Great America Parkway Suite 320 PMB# 224 Santa Clara, CA 95054

Hours of Operation

Monday - Friday // 10am - 6pm
Closed on 4/16 and 10/16 + all major holidays + day before and after Thanksgiving, Christmas, and New Year's Day

All appointments are virtual or by phone

Five stars on YELP!


Let's get social


Telephone 408-730-4000

  • About Us
    • About Us
    • Core Values
    • Team Page
    • Reviews
  • Individual
  • Business
  • Contact
  • We're Hiring
  • Team Page