Bookkeeper - Full-Time, Remote

Trail CPA

Kirkland (WA)

On-site

USD 55,000 - 75,000

Full time

41 hours ago
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Job summary

Trail CPA, a remote-first firm serving small businesses, seeks an experienced Bookkeeper to join our Client Accounting Services team on a full-time, remote basis. You’ll be the day-to-day contact for a portfolio of clients, handling the full cycle of bookkeeping and monthly close.

Ideal candidates have 2–5 years of bookkeeping or accounting experience, strong QuickBooks Online and Excel skills, and excellent communication.

Qualifications

  • 2-5 years bookkeeping/accounting experience, prefer public accounting.
  • Client-facing role with regular emails and client meetings.
  • Hands-on month-end close and year-end review experience.
  • Strong knowledge of QuickBooks Online and Excel.
  • Experience with Xero and QuickBooks Desktop is a plus.
  • Excellent written and verbal communication with clients and coworkers.
  • Tech-savvy and quick to learn new tools.

Responsibilities

  • Serve as primary contact for a portfolio of clients via email and meetings.
  • Perform monthly close and year-end reviews for clients.
  • Manage accounts payable: entry, coding and payments.
  • Manage accounts receivable: invoicing, collections, cash application.
  • Prepare and file sales tax returns.
  • Maintain accurate financial records and documentation.
  • Proactively communicate with clients and internal team members.
  • Collaborate to improve processes.
  • Data entry and general bookkeeping tasks.

Skills

Communication
Client relationships
Time management
Attention to detail
Problem solving
Teamwork
Multitasking
Self-motivation
Reliability

Tools

QuickBooks Online
Excel
Xero
QuickBooks Desktop

Job description

About Trail CPA

At Trail CPA, we believe in helping small businesses find their financial footing—and thrive. We support clients with bookkeeping, tax preparation, fractional CFO services, and more. Our remote-first team is committed to excellence, collaboration, and building lasting relationships. We're growing fast and looking for team members who care deeply about delivering high-quality work and creating a great experience for clients and coworkers alike.

The Role

We're seeking an experienced Bookkeeper to join our Client Accounting Services team on a full-time, remote basis. This is a client-facing role: you'll be the day-to-day point of contact for a portfolio of clients, regularly emailing and meeting with them, so we're looking for someone who genuinely enjoys building relationships and communicating clearly, not just working behind the scenes.

You’ll own the day-to-day bookkeeping and accounting for your clients, from month-end close and year-end review to accounts payable, accounts receivable, and sales tax compliance, while working closely with our leadership team and fellow bookkeepers to keep clients well-supported. Expect a steady mix of hands‑on accounting work and direct client interaction, including email correspondence and video or phone check-ins.

Key Responsibilities
  • Serve as a primary point of contact for a portfolio of clients, regularly emailing and meeting with them (video/phone calls) to review financials, answer questions, and address concerns
  • Perform monthly close processes and year-end reviews for a portfolio of clients
  • Manage accounts payable, including bill entry, coding, and payment processing
  • Manage accounts receivable, including invoicing, collections, and cash application
  • Prepare and file sales tax returns accurately and on time
  • Maintain accurate financial records and supporting documentation
  • Communicate proactively and professionally with clients and internal team members, keeping them informed and setting clear expectations
  • Collaborate with the team to troubleshoot issues and continuously improve processes
  • Perform data entry and general bookkeeping/administrative tasks as needed
  • 2-5 years of bookkeeping/accounting experience, preferably with a public accounting firm
  • Comfortable in a client-facing role, with regular experience emailing and meeting directly with clients
  • Hands‑on experience with month‑end close and year‑end review processes
  • Experience managing accounts payable and accounts receivable
  • Experience preparing and filing sales tax returns
  • Strong working knowledge of QuickBooks Online and Excel (experience with Xero and QuickBooks Desktop is a plus)
  • Very strong communication skills, both written and verbal, with clients and coworkers
  • Strong problem‑solving skills and sound, independent judgment
  • A team player who is self‑motivated, dependable, and enjoys helping others succeed
  • Excellent attention to detail and ability to manage multiple deadlines
  • Tech‑savvy and comfortable learning new tools quickly
  • Passionate about small business and creating positive client experiences
Schedule

This is a full-time, remote position (U.S. based).

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