Bookkeeper

Jobtailor; Cupertino (CA); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Jobtailor is seeking a capable bookkeeper to maintain accurate client financial records, manage payables/receivables, and handle payroll within a Fast-paced CPA-friendly environment. The role supports multi-client workflows and requires proficiency in QuickBooks and Xero.

On-site three days a week, with remote options depending on firm needs, and potential overtime during peak periods. The ideal candidate will have 2+ years of bookkeeping experience, an associate degree or higher in

Qualifications

• Associate degree or higher in accounting/finance or related field is required.
• 2+ years of bookkeeping experience.
• Proficiency in QuickBooks, Xero, or similar platforms.
• Strong understanding of accounts payable, accounts receivable, and GL management.
• Payroll processing experience is required.
• Familiarity with U.S. tax regulations.
• Experience supporting multiple clients in a fast-paced environment.
• Accounting or bookkeeping certification is preferred.
• Generally three days per week onsite.
• Overtime may be required during peak tax seasons.
• Remote or in-office work depending on firm needs; tax season requires full-time in-office.
• Occasional client site visits may be required.

Responsibilities

• Maintain accurate client financial records including general ledger entries and account maintenance.
• Manage accounts payable and receivable including vendor bills, invoicing, payment tracking, and overdue accounts.
• Record payroll transactions, expenses, and reimbursements.
• Perform monthly bank and credit card reconciliations.
• Prepare monthly, quarterly, and annual financial statements (income statements, balance sheets, cash flow).
• Support month-end and year-end close and tax filings preparation.
• Serve as primary point of contact for bookkeeping-related client needs.
• Gather financial documentation and assist clients with accounting platforms like QuickBooks and Xero.
• Partner with accountants and tax professionals to keep bookkeeping and tax work accurate and coordinated.
• Maintain organized client records and documentation in firm systems.
• Adopt tools and workflow improvements to increase accuracy and efficiency.

Skills

Bookkeeping experience

Accounts payable management

Accounts receivable management

Payroll processing

Education

Associate degree or higher in Accounting/Finance

Accounting or bookkeeping certification

Tools

QuickBooks

Xero

Job description

• Maintain accurate client financial records, including general ledger entries and account maintenance
• Manage accounts payable and receivable, including vendor bills, invoicing, payment tracking, and overdue accounts
• Record payroll transactions, expenses, and reimbursements
• Perform monthly bank and credit card reconciliations
• Prepare monthly, quarterly, and annual financial statements, including income statements, balance sheets, and cash flow statements
• Support month-end and year-end close and prepare financial information for tax filings and internal review
• Serve as a primary point of contact for bookkeeping-related client needs
• Gather financial documentation and help clients use accounting platforms such as QuickBooks and Xero
• Partner with accountants and tax professionals to keep bookkeeping and tax work accurate and coordinated
• Maintain organized client records and documentation in firm systems
• Adopt tools and workflow improvements that increase accuracy and efficiency

Requirements

• Associate degree or higher in Accounting, Finance, or related field
• 2+ years of bookkeeping experience
• Proficiency in QuickBooks, Xero, or similar accounting platforms
• Strong understanding of accounts payable, accounts receivable, and general ledger management
• Payroll processing experience
• Familiarity with U.S. tax regulations
• Experience supporting multiple clients in a fast-paced environment
• Accounting or bookkeeping certification
• Generally three days per week onsite
• Overtime may be required during peak tax seasons
• Remote or in-office work depending on firm needs
• Tax season requires full-time in-office
• Occasional client site visits may be required

Core Competencies

Demonstrates expertise in maintaining accurate financial records, managing accounts payable and receivable, and preparing financial statements. Proficient in using accounting platforms like QuickBooks and Xero, with a strong understanding of U.S. tax regulations and payroll processing.

Highest-signal resume keywords

• Bookkeeping Experience
• Proficiency In QuickBooks
• Accounts Payable Management
• Payroll Processing
• Accounting Certification