Senior Bookkeeper - Remote/Part Time

The Senior Bookkeeper is the financial backbone for a portfolio of growing businesses—responsible for turning high-volume, multi-entity financial activity into clean, accurate, and decision-ready data. This role goes far beyond data entry. It owns the integrity of financial records, ensures compliance across multiple states and systems, and protects client cash flow through disciplined execution of payroll, payables, receivables, and tax filings.

You’ll operate as both a doer and a reviewer by managing complexity across clients while supporting junior team members, strengthening workflows, and elevating the overall quality of financial operations.

Success in this role means nothing slips. Transactions are clean, reconciliations are tight, deadlines are met, and clients trust the numbers they’re making decisions on. Most importantly, you will share in our commitment to service excellence and accuracy while consistently modeling our culture, core values, and behaviors.

Essential Functions, Accountabilities, and Responsibilities:

Financial Operations & Accuracy

Maintain accurate and up-to-date financial records across multiple clients and entities.
Perform weekly and monthly reconciliations (bank, credit card, clearing accounts).
Ensure all transactions are properly coded, categorized, and supported with documentation.
Identify discrepancies, investigate root causes, and resolve issues proactively.
Accounts Payable & Receivable Management

Process and manage AP workflows, including bill entry, coding, approvals, and payment scheduling.
Oversee end to end A/R processes; invoice generation, payment application, and aging follow-up.
Maintain clean A/R and A/P ledgers with minimal outstanding discrepancies; perform timely reconciliation.
Payroll & Benefits Administration

Execute accurate and timely payroll across multiple clients and pay schedules.
Reconcile payroll liabilities; manage benefit contributions; process off-cycle payroll, payouts/bonuses.
Ensure compliance with payroll tax registrations, filings, and state requirements.
Tax Compliance & Filings

Prepare and file monthly/quarterly multi-state sales tax, excise tax, B&O, and/or other required filings.
Maintain accurate tax schedules and reconcile liabilities monthly; update tax codes.
Monitor nexus changes and ensure compliance with evolving state requirements.
Month-End Close & Financial Reporting

Execute month-end close processes including accruals, deferrals, and adjustments.
Prepare clean, accurate financial reports and supporting schedules.
Collaborate with leadership and CPAs to ensure readiness for external reporting.
Client & Team Leadership

Serve as primary POC for assigned clients; ability to successfully manage 8-12 clients simultaneously.
Provide timely, clear communication and financial insights to all stakeholders.
Review work from junior team members and provide feedback and direction.
Maintain SOPs and actively contribute to improve workflows for efficiency and consistency.
Minimum Essential Requirements:

(includes education, experience, skills, certifications required to perform the essential functions)

Must be legally permitted to work in the United States.
Must have and maintain a designated workspace with reliable high-speed internet, free from ongoing distractions, and structured to protect confidential information including secure handling of documents and restricted visibility to unauthorized individuals.
High school graduation or GED equivalent required.
3+ years’ experience as full-charge bookkeeper; multiclient environment preferred.
Proficiency with bookkeeping and payroll software including QBO, Xero, Gusto, etc.
Strong knowledge of multi-state tax filing procedures and compliance (sales, payroll, etc.).
Progressive experience using workflow management tools (i.e. Bill.com, Hubdoc, Karbon, etc.).
Advanced skills in productivity and online communication software (i.e. Office 365 including Teams, Word, Excel, SharePoint).
Ability to maintains a high level of data accuracy with consistent attention to detail.
Benefits:

Flexible schedule
Paid time off
Paid training