Senior Bookkeeper

ApplicantPool; Memphis (TN); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

PTO 3 weeks

Holidays & year-end time off

Simple IRA Retirement Plan

Hybrid work schedule

Job summary

Forte in Memphis, TN is seeking a Senior Bookkeeper (Full-Charge) to manage client bookkeeping with oversight of junior staff in a hybrid work setting.

You will ensure GAAP compliance, handle A/P and A/R, payroll, and tax returns, and deliver accurate financial reporting while maintaining strong client relationships and coordinating with internal teams.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field or equivalent professional experience.
• Minimum 4 years of bookkeeping experience, with at least 2 years in supervision or full-charge capacity.
• Proficiency in QuickBooks Online (QBO ProAdvisor certification preferred).
• Strong knowledge of A/P, A/R, reconciliations, payroll, and general ledger management.
• Excellent communication and ability to manage multiple client relationships.

Responsibilities

• Maintain GAAP knowledge and ensure accurate financial records for Forte and clients.
• Oversee junior bookkeepers and provide guidance, training, and quality control.
• Serve as primary client contact for bookkeeping and inquiries, professionally addressing needs.
• Prepare and review sales, business, franchise and excise, and property tax returns.
• Ensure timely month-end and year-end closings, reconciliations, and financial reporting.
• Monitor A/P and A/R using BILL, Harvest, and QuickBooks Online; improve processes.
• Review financial reports for errors and opportunities, collaborating with clients.
• Contribute to development and improvement of bookkeeping procedures and systems.
• Communicate effectively with remote clients and stakeholders; provide strong service.
• Assist with budgeting, cash flow management, and financial forecasting as needed.

Skills

GAAP knowledge

QuickBooks Online

A/P & A/R management

Financial reporting

Client relationships

Google Sheets / Excel

Supervisory experience

Education

Bachelor's in Accounting/Finance or equivalent

Tools

BILL

Harvest

QuickBooks Online

Job description

Senior Bookkeeper (Full-Charge Bookkeeper)

Salary: $55K - $65K; Location: Memphis, TN (Hybrid)

At Forte, we understand that even the most exceptional leaders require a robust support system. We provide a comprehensive range of services to help entrepreneurs build strong foundations and support established businesses in optimizing their operations. We take pride in delivering solutions that empower our clients to achieve their goals and drive lasting success.

Our team, comprising financial, HR, IT, marketing, and operations experts, is committed to delivering top-tier support to each of our clients. To thrive on our team, readiness to engage with both internal and external stakeholders across diverse disciplines and industries is essential. You will frequently be managing multiple high-priority tasks.

This position will primarily focus on servicing Forte's clients, providing comprehensive bookkeeping services and financial oversight. As a Senior Bookkeeper, you will serve as the primary point of contact for clients, ensuring their financial records are accurate and up to date, overseeing junior bookkeepers, and maintaining strong client relationships.

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

• $55K - $65K annually, depending on experience
• 3 weeks (120 hours) PTO, plus numerous paid holidays and ~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.