Senior Bookkeeper

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.

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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
  

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