Senior Bookkeeper & Client Coordinator

The Role

Remote, Employee Position

We are seeking a detail-oriented and experienced Client Coordinator & Senior Bookkeeper to join our team. This hybrid role will combine client-facing coordination with advanced bookkeeping responsibilities, including but not limited to payroll management and bill pay.

You will play a critical role in maintaining smooth operations, ensuring client satisfaction, and delivering accurate financial records. This position will start at 20-25 hrs a week and gradually increase to Full Time 32 hrs a week within 3-6 months with an hourly rate dependent on the candidate's skill set.

Key Responsibilities

Client Coordination:
• Serve as the primary point of contact for a select group of clients, ensuring timely communication and updates.
• Maintain exceptional customer service.
• Assign client requests to the appropriate team member.

Senior Bookkeeping:
• Process payroll and ensure compliance with local, state, and federal regulations.
• Handle payroll adjustments, including updates for benefits such as 401(k) contributions and tax withholding.
• Monitor 401(k) contributions for employees, ensuring compliance with contribution limits and resolving discrepancies.
• Perform monthly reconciliations for multiple accounts, ensuring accuracy and completeness.
• Generate financial reports, including balance sheets, income statements, and cash flow analyses.
• Support tax preparation by organizing records, verifying data, and liaising with tax professionals as needed.

What Does the Day-to-Day Look Like?
• Working closely with the team, you'll manage day-to-day accounting operations for your assigned clients (transaction entry, payroll processing, bill payments, reconciliations, etc.).
• Your tasks will be clearly organized in our project management system Karbon, helping you successfully balance work across multiple clients.
• As the primary client coordinator, you'll maintain professional communication, answering questions and gathering necessary information.
• You'll be encouraged to ask questions and seek clarity from the team whenever you're unsure about how to handle something in a client's books or systems. We believe that open communication leads to better results.
• Attention to detail and follow-through are crucial as you monitor deadlines for payroll, 401(k) compliance, bill pay and monthly reconciliations.

Qualifications
• Strong understanding of payroll systems (Gusto, QBOP, ADP) and compliance requirements.
• Proficiency in accounting software including QuickBooks Online, Xero and Microsoft Office Suite (especially Excel),and 3 Party Bill Pay Services.
• Ability to use multiple software programs simultaneously to complete work.
• Minimum 2 - years of experience in bookkeeping or a similar role.
• Excellent organizational and communication skills.
• Ability to prioritize tasks and meet deadlines.
• Proven experience with client management and delivering exceptional customer service.

Why Join Us?
• Work remotely.
• Be part of a supportive and respectful team that values your contributions.
• Develop professionally through challenging projects and learning opportunities.
• Make an impact by helping small businesses thrive.

Timeline

This is a deliberate, thorough recruiting process, with the role set to begin in early 2025.

Job Types: Full-time, Part-time

Pay: $28.00 - $33.00 per hour

Expected hours: 20 – 25 per week

Benefits:
• 401(k)
• Paid time off

Schedule:
• Monday to Friday

Application Question(s):
• Please share a short video submission of why you think you'd be a good fit for this role, you can use Loom or similar (imgaine this is your cover letter).

Experience:
• Bookkeeping: 2 years (Required)

Work Location: Remote

Apply Job!