Senior Bookkeeper
Growth Path into Tax and CFO Support

Full time, Independent Contractor
Remote (US EST work hours)

Role Overview
We are hiring a Senior Bookkeeper who can think critically, review work, and help build scalable systems. This role goes beyond transaction processing. The right candidate will be comfortable troubleshooting issues within the financials, cleaning up balance sheet accounts, and improving workflows.

There is also meaningful opportunity to assist with tax preparation and CFO-level work, including forecasting, analysis, dashboard preparation, and client support.

This is a high-impact role working directly with the owner. We are looking for someone who wants ownership and long-term growth, not just a task-based position.

Core Responsibilities

Monthly Close and Bookkeeping Oversight

Review bookkeeping completed by junior staff
Ensure bank and credit card reconciliations are accurate and complete
Review and maintain balance sheet accounts, including clearing, suspense, accrual, and miscellaneous accounts
Identify and resolve discrepancies in financial statements
Ensure financials are clean and ready for reporting

Troubleshooting and Process Improvement

Investigate and resolve accounting issues at the root cause
Identify recurring errors and implement preventative processes
Improve monthly close workflows and internal systems
Help document procedures and build repeatable accounting processes
Contribute ideas for improving efficiency and scalability

CFO Support and Financial Analysis
This role includes exposure to advisory and strategic finance work, including:

Assisting with budgeting and financial forecasting
Supporting cash flow modeling
Preparing dashboards and KPI reports
Assisting with financial analysis and margin review
Supporting client onboarding processes
Participating in client meetings when appropriate

Tax Preparation Support
The role may include assistance with:

Individual and business tax return preparation
Organizing and preparing tax workpapers
Year-end reconciliations and tax adjustments
Gathering and reviewing client documentation

Tax experience is preferred but not required. Willingness to learn and grow in this area is important.
Required Qualifications

Strong experience with QuickBooks Online (expert level)
Solid understanding of balance sheet accounts and reconciliations
Experience reviewing bookkeeping work
Proficiency in Excel or Google Sheets
Strong written and verbal English communication skills
Experience working with U.S.-based clients

Preferred Qualifications

Exposure to U.S. GAAP
Experience with multi-location or restaurant accounting
Payroll journal entry experience
Experience supporting fractional CFO or advisory services
Prior tax preparation experience

Ideal Candidate Profile
We are not looking for a task processor who waits for daily instruction.
We are looking for someone who:

Takes initiative and works independently
Thinks critically and solves problems
Is comfortable identifying and correcting errors
Can review junior staff work and improve processes
Communicates professionally with clients
Wants long-term growth within a firm

Senior Bookkeeper - 18056