Senior Bookkeeper

Forte Business Services; Memphis (TN); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

3 weeks PTO

Health, Dental, and Vision Insurance

Retirement Plan

Job summary

Forte Business Services is seeking a Senior Bookkeeper in Memphis, TN to manage financial records and oversee junior staff. This role requires a Bachelor's in Accounting, 4+ years of experience, and proficiency in QuickBooks Online.

Offering a hybrid work schedule and a salary of $55,000 – $65,000, candidates will enjoy benefits like PTO, health insurance, and retirement plans. Join a diverse, inclusive team dedicated to supporting business operations.

Qualifications

• Minimum of 4 years of bookkeeping experience.
• At least 2 years in a supervisory or full-charge role.
• Strong communication and interpersonal skills.
• Ability to manage multiple tasks and meet deadlines.

Responsibilities

• Maintain financial records ensuring compliance with regulations.
• Oversee junior bookkeepers and ensure accuracy.
• Act as primary contact for client inquiries.
• Prepare and review various tax returns.

Skills

GAAP knowledge

Financial record management

Supervisory experience

Client communication

Proficiency in QuickBooks Online

Attention to detail

Analytical skills

Technical proficiency with digital tools

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

QuickBooks Online

Google Workspace

BILL Spend & Expense

Expensify

ClickUp

Monday.com

Asana

Job description

Senior Bookkeeper (Full-Charge Bookkeeper)

Salary: $55,000 – $65,000; Location: Memphis, TN (Hybrid)

We provide a comprehensive range of services to help entrepreneurs build strong foundations and support established businesses in optimizing their operations.

Responsibilities

• Maintain a working knowledge of Generally Accepted Accounting Principles (GAAP)
• Manage and maintain accurate financial records for Forte and its clients, ensuring compliance with relevant regulations
• Oversee and support Junior Bookkeepers, providing guidance, training, and quality control to ensure accuracy and efficiency
• Act as the primary point of contact for clients, addressing their bookkeeping and financial inquiries promptly and professionally
• Prepare and review sales tax, business tax, franchise & excise tax, and property tax returns
• Ensure accurate and timely month-end and year-end closing processes, including reconciliations and financial reporting
• Monitor and manage A/P & A/R processes using platforms such as BILL, Harvest, and QuickBooks Online
• Review financial reports for errors, discrepancies, and areas for improvement, collaborating with clients to enhance their financial processes
• Contribute to the development and improvement of bookkeeping procedures and systems
• Communicate and collaborate effectively with remote clients and stakeholders, providing exceptional customer service and support
• Assist with budgeting, cash flow management, and financial forecasting for clients as needed
• Maintain confidentiality and security of all financial information

Requirements

• Bachelor's degree in Accounting, Finance, or a related field or equivalent professional experience
• Minimum of 4 years of bookkeeping experience, with at least 2 years in a supervisory or full-charge capacity
• Non-profit bookkeeping and grant reporting/compliance a plus
• Proficiency in QuickBooks Online (QBO ProAdvisor certification preferred)
• Strong knowledge of A/P, A/R, reconciliations, payroll, and general ledger management
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members
• High level of technical proficiency with digital tools, including Google Workspace (particularly Google Sheets), BILL Spend & Expense, Expensify, and project management platforms like ClickUp, Monday.com, or Asana
• Strong attention to detail, organizational skills, and the ability to manage multiple tasks and meet deadlines
• Ability to work independently and as part of a collaborative team
• Naturally curious, with a willingness to ask questions, seek clarification, and explore solutions when faced with unfamiliar transactions or challenges
• Strong analytical and problem-solving skills
• Familiarity with industry best practices and a commitment to continuous learning and professional growth

Location

• This is a full-time position based in Memphis, TN.
• Sponsorship not available.

Compensation & Benefits

• $55,000 – $65,000 annually, depending on experience
• 3 weeks (120 hours) PTO, plus numerous paid holidays and approximately 2 weeks off at the end of December
• Health, Dental, and Vision Insurance
• Open to fully remote or hybrid work schedule
• Simple IRA Retirement Plan

Forte Business Services is an equal opportunity employer. We value diversity and are committed to creating an inclusive workplace environment.