Bookkeeper

White Tiger Connections; United States; Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive benefits package

Paid Time Off (PTO)

Collaborative work environment

Job summary

White Tiger Connections is seeking an experienced Bookkeeper to join a well-established wealth management firm. This remote position involves managing monthly client accounting engagements and requires 5–7 years of bookkeeping experience, especially in tax or public accounting environments. The ideal candidate will be proficient in QuickBooks Desktop and Online and possess strong organizational skills. You'll manage financial records, prepare statements, and engage with clients to ensure precise documentation while working in a collaborative environment with comprehensive benefits.

Qualifications

• 5–7 years of bookkeeping experience, preferably within a tax or public accounting environment.
• Advanced proficiency in QuickBooks Desktop and QuickBooks Online required.
• Strong understanding of full-cycle bookkeeping and account reconciliations.

Responsibilities

• Manage a portfolio of monthly bookkeeping clients (up to 15–20).
• Perform full-cycle bookkeeping, including transaction coding and financial statements.
• Communicate with clients to gather necessary documentation.

Skills

Bookkeeping experience

QuickBooks Desktop

QuickBooks Online

Organizational skills

Client management

Job description

OUR MISSION

At White Tiger Connections, we believe that growth isn’t just about numbers; instead, it’s about vision, strategy, and connections that truly count. Our focus on the accounting industry isn’t incidental—it’s entirely intentional. As a result, we’re a team dedicated to helping firms achieve meaningful growth, whether through mergers, acquisitions, strategic partnerships, or carefully placed talent. Ultimately, our approach isn’t about checking boxes; it’s about understanding the unique dynamics of each firm we work with and crafting solutions that propel them forward.

Our mission is to make powerful connections that propel accounting firms toward lasting success. We connect buyers, sellers, and partners with strategies that aren’t just transactional but transformative. Whether you’re growing through acquisition, looking to expand your capabilities, or planning for succession, we provide tailored solutions that create real value for your firm and your clients.

WHAT WE DO

White Tiger Connections focuses on three core areas: Mergers & Acquisitions, Consulting, and Recruiting. We work alongside you at every step, from identifying strategic opportunities to securing the right talent and guiding growth decisions. Our approach combines industry insight with hands‑on support, ensuring that each decision aligns with your firm’s goals and sets you up for sustainable success.

Job Description

This is a remote position.

About the Firm

Our client, a well‑established wealth management firm with a robust in‑house tax practice stemming from a large CPA firm acquisition, is seeking an experienced Bookkeeper to join their professional team. This position is ideal for a hands‑on accounting professional who thrives in a production‑focused environment and enjoys managing multiple client engagements with precision and autonomy.

About the Role

The Bookkeeper plays a critical role in managing the firm’s monthly client accounting engagements from start to finish. This position is designed for a plug‑and‑play professional who can take ownership of multiple bookkeeping clients, ensure accuracy in financial reporting, and operate independently within a structured accounting environment.

The ideal candidate is highly detail‑oriented, comfortable managing multiple deadlines, and confident working within QuickBooks Desktop and QuickBooks Online at a power‑user level. This position is best suited for an experienced bookkeeping professional who thrives in a fast‑paced, client service environment and takes pride in delivering accurate, timely, and organized financial records.

Key Responsibilities

• Manage a portfolio of monthly bookkeeping clients (up to 15–20 at capacity over time).
• Take each client engagement from start to finish on a monthly basis.
• Perform full‑cycle bookkeeping, including transaction coding, bank and credit card reconciliations, and general ledger maintenance.
• Prepare and finalize monthly financial statements.
• Review work and ensure accuracy of account classifications and reporting.
• Communicate with clients to gather necessary documentation and clarify transactions (initially limited client‑facing responsibility, with opportunity to grow into a more client‑facing role over time).
• Maintain organized and accurate financial records in compliance with firm standards and accounting best practices.
• Utilize QuickBooks Desktop and QuickBooks Online extensively as a power user.

Requirements

• 5–7 years of bookkeeping experience, preferably within a tax or public accounting environment.
• Experience working with professional service firms such as legal or medical practices preferred.
• Strong understanding of full‑cycle bookkeeping, account reconciliations, journal entries, and financial statement preparation.
• Advanced proficiency in QuickBooks Desktop and QuickBooks Online required.
• Strong organizational skills and ability to manage multiple client deadlines.
• Ability to step into the role with minimal training and operate independently.

Located in EST time zone.

Comprehensive benefits package and Paid Time Off (PTO).

A collaborative, team‑oriented environment that values autonomy, precision, and professional growth.