Senior Consulting Bookkeeper & Advisor (Remote)

Merritt Innovative Consulting & Advisory LLC; Houston (TX); In loco; USD 55.000 - 85.000; Tempo pieno

Descrizione del lavoro

Merritt Innovative Consulting & Advisory LLC in Houston, TX, seeks a Consulting Bookkeeper to lead senior bookkeeping and advisory services for a diverse client portfolio. You will supervise the Assistant Bookkeeper, manage engagements from onboarding to close, and provide strategic financial insights.

Strong expertise in QuickBooks and Xero, GAAP knowledge, and client-facing communication are essential. This role supports growth and requires leadership in a remote-ready environment.

Competenze

• Current NACBP Certification (Associate’s Degree preferred).
• Minimum of 1 year of progressive bookkeeping and financial management, with 1-2 years in a supervisory role.
• Experience in a consulting and accounting firm environment is highly desirable.
• Expert proficiency in multiple accounting software (e.g., QuickBooks Desktop/Online, Xero).
• Proven ability to manage complex projects, meet deadlines, and deliver.
• Exceptional leadership, mentoring, organizational, and client-facing.
• Microsoft Proficient: Microsoft Office Suite and Google Workspace.
• Technology comfortable with learning new software and digital tools.
• Excellent communication, both verbal and written.
• Organized and punctual, capable in a remote environment.
• Detail-oriented with high accuracy and discretion.
• Background check capable with no criminal history.

Mansioni

• Supervise and mentor the Assistant Bookkeeper and review work for accuracy and compliance.
• Manage workflow and capacity planning for all client bookkeeping engagements.
• Escalate complex client accounting issues and discrepancies.
• Lead regular team meetings on client progress, improvements, and training needs.
• Be prepared to perform Assistant Bookkeeper duties to cover staffing needs and maintain essential functions.
• Lead client engagements from onboarding through completion, defining scope and timelines.
• Provide advanced operational and financial advisory services, focusing on process optimization.
• Develop and present strategic financial analyses using reports to drive decisions.
• Identify opportunities to adopt new accounting software and best practices.
• Coordinate with CPAs, banks, and legal counsel for complex matters.
• Oversee accurate maintenance of financial records for multiple clients.
• Ensure GAAP compliance and advise on basic tax matters when appropriate.
• Participate in business development and growth opportunities.
• Maintain required Continuing Professional Education hours.

Conoscenze

Leadership

Mentoring

Client-facing

Communication

Detail-oriented

Time management

Problem solving

Confidentiality

Organization

Formazione

NACBP Certification

Associate’s Degree preferred

Strumenti

QuickBooks Desktop/Online

Xero

Microsoft Office

Google Workspace

Descrizione del lavoro

Merritt Innovative Consulting & Advisory LLC in Houston, TX, seeks a Consulting Bookkeeper to lead senior bookkeeping and advisory services for a diverse client portfolio. You will supervise the Assistant Bookkeeper, manage engagements from onboarding to close, and provide strategic financial insights.

Strong expertise in QuickBooks and Xero, GAAP knowledge, and client-facing communication are essential. This role supports growth and requires leadership in a remote-ready environment.