Senior Bookkeeping Specialist

Bartlett, Pringle & Wolf, LLP; Santa Barbara (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

Bartlett, Pringle & Wolf, LLP in Santa Barbara seeks an experienced Senior Bookkeeping Specialist to manage a portfolio of clients and support our bookkeeping team.

The role requires at least 5 years of bookkeeping experience, preferably in a CPA firm or client-service environment, with advanced QuickBooks Online and Excel skills.

You will review work, mentor junior staff, and help onboard new clients to ensure accurate financial reporting.

Qualifications

• 5+ years of bookkeeping experience, preferably in a CPA firm or client-service environment.
• Advanced experience with QuickBooks Online.
• Proficiency in Microsoft Excel, including reconciliations and data analysis.
• Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience).
• Experience reviewing work and mentoring junior staff.

Responsibilities

• Manage and oversee bookkeeping services for a portfolio of clients
• Maintain and review general ledger activity to ensure accuracy and completeness
• Perform and review complex bank, credit card, and balance sheet reconciliations
• Oversee month-end and quarter-end close processes
• Prepare and review financial statements and supporting schedules
• Identify accounting issues, trends, and discrepancies and communicate recommendations to clients and senior firm staff
• Serve as a primary point of contact for assigned bookkeeping clients
• Review work prepared by Bookkeeping Specialists and Associates for accuracy and completeness
• Provide guidance, training, and feedback to lower-level bookkeeping staff
• Support onboarding and training of new bookkeeping staff

Skills

Client service

Communication

Mentoring

Time management

Education

Bachelor’s degree in Accounting/Finance

Equivalent experience

Tools

QuickBooks Online

Microsoft Excel

Job description

We are seeking an experienced Senior Bookkeeping Specialist to manage a portfolio of bookkeeping clients and support the efficiency and quality of our bookkeeping team. This role is ideal for a professional with at least 5 years of bookkeeping experience, including public accounting or client-service experience, who is comfortable managing client relationships and reviewing work.

Key Responsibilities

• Manage and oversee bookkeeping services for a portfolio of clients
• Maintain and review general ledger activity to ensure accuracy and completeness
• Perform and review complex bank, credit card, and balance sheet reconciliations
• Oversee month-end and quarter-end close processes
• Prepare and review financial statements and supporting schedules
• Identify accounting issues, trends, and discrepancies and communicate recommendations to clients and senior firm staff
• Serve as a primary point of contact for assigned bookkeeping clients
• Review work prepared by Bookkeeping Specialists and Associates for accuracy and completeness
• Provide guidance, training, and feedback to lower-level bookkeeping staff
• Support onboarding and training of new bookkeeping staff

Firm Support

• Coordinate with tax and accounting teams to support tax preparation and year-end reporting
• Assist with bookkeeping client onboarding, including system setup and process implementation
• Contribute to continuous improvement of bookkeeping services and client experience

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience)
• 5+ years of bookkeeping experience, preferably in a CPA firm or client-service environment
• Strong understanding of accounting principles and financial reporting
• Advanced experience with QuickBooks Online required
• Proficiency in Microsoft Excel, including reconciliations and data analysis
• Experience managing multiple clients and deadlines
• Prior experience reviewing work and mentoring junior staff
• Strong communication skills and professional client-service mindset
• Ability to work independently and exercise sound judgment