Senior QuickBooks Bookkeeper (Client-Facing) – U.S. Based Only

INVESTOR FRIENDLY CPA®; United States; Remoto; USD 34.000 - 55.000; Part-time

Descrizione del lavoro

INVESTOR FRIENDLY CPA® is seeking a U.S.-based Senior QuickBooks Bookkeeper with 5+ years of hands-on QuickBooks experience for a client-facing role. The successful candidate will serve as the primary U.S.

contact for bookkeeping clients, ensuring accuracy and clear communication of financials. You will work with a tax team to reconcile QuickBooks with filed tax returns, onboarding new clients, and ensuring alignment with prior-year books.

Competenze

• 5+ years of hands-on QuickBooks experience.
• Client-facing role with primary U.S. contact for bookkeeping clients.
• Strong communication and ability to present financial insights.

Mansioni

• Serve as the primary U.S. point of contact for assigned clients.
• Communicate with clients regarding bookkeeping matters and financial reports.
• Ensure financial statements are accurate and ready for client review.
• Perform complex QuickBooks cleanup and reconcile prior-year data.
• Oversee work of internal team of 20+ preparers and reviewers.
• Coordinate with tax team to align books with tax returns and filings.

Conoscenze

QuickBooks experience

Client-facing

Attention to detail

Client communication

Senior level

Formazione

Accounting degree or equivalent

Strumenti

QuickBooks Online

Descrizione del lavoro

Job Title: Senior QuickBooks Bookkeeper (Client-Facing) - U.S. Based Only

Location: Remote - United States (Must be physically located in the U.S.)

Job Type: Part-Time or Full-Time

Position Overview

We are seeking a U.S.-based Senior QuickBooks Bookkeeper with 5+ years of hands-on QuickBooks experience, particularly in book cleanup, reconciliation, and financial accuracy projects. This is a client-facing role where you will serve as the primary U.S. point of contact for bookkeeping clients, ensuring financials are accurate, organized, and properly communicated.

You will work closely with our tax team to ensure that QuickBooks financials reconcile with filed tax returns, particularly during new client onboarding. Before ongoing monthly bookkeeping begins, you will be responsible for ensuring the books tie to the prior-year tax return and balance sheet accounts are properly aligned.

You will also oversee work completed by an internal team of 20+ preparers and reviewers, ensuring that financials are accurate before they are shared with clients.

Important: This role is strictly for candidates located in the United States. Offshore applicants will not be considered.

Key Responsibilities

• Serve as the primary point of contact for assigned U.S. clients
• Communicate directly with clients regarding bookkeeping matters, corrections, and financial reports
• Ensure financial statements are accurate and ready for client review
• Present financial insights when needed
• Perform complex QuickBooks cleanup projects
• Identify and correct historical bookkeeping errors
• Rebuild or restructure books when prior accounting is incomplete or inaccurate
• Resolve discrepancies in bank accounts, credit cards, loans, and equity accounts
• Work closely with the tax team to ensure financial records match filed tax returns
• Reconcile QuickBooks balance sheets and equity accounts with the prior-year tax return
• Identify discrepancies between bookkeeping records and tax filings
• Adjust books appropriately so that financials align with tax reporting

For new clients, responsibilities include:

• Reviewing prior-year tax returns
• Reconciling beginning balances to the tax returnCorrecting balance sheet accounts before starting monthly bookkeeping

4) Review & Approval of Bookkeeping Work

• Review bookkeeping work prepared by an internal support team
• Ensure accuracy, completeness, and proper classification
• Approve financials before they are delivered to the client
• Maintain high quality control standards

Oversee and validate reconciliations for:

• Bank accounts
• Credit cards
• Loans and liabilities
• Equity accounts
• Payroll liabilities
• Intercompany accounts (when applicable)

Prepare or review:

• Balance Sheets
• Supporting schedules for tax preparation

7) Team Coordination

• Coordinate with an internal team of 20+ preparers and reviewers
• Provide guidance on corrections or cleanup tasks
• Ensure deliverables are completed accurately and on schedule

Required Qualifications

• Must be located in the United States
• 5+ years of QuickBooks experience
• Strong expertise in QuickBooks Online
• Experience reconciling QuickBooks financials with tax returns
• Strong understanding of:
• Balance sheet accounts
• Account reconciliations
• Chart of accounts structure
• Comfortable communicating directly with clients
• High attention to detail and strong diagnostic skills

Preferred Qualifications

• Accounting degree or equivalent experience
• Experience working within a CPA or tax firm environment
• Experience reviewing work from remote bookkeeping teams
• Familiarity with preparing books for tax preparation

Work Structure

• Part-time role
• Remote position
• Must be available for client communication during U.S. business hours
• Will collaborate with an internal bookkeeping support team

Ideal Candidate

This role is ideal for a senior QuickBooks professional who enjoys solving messy books, ensuring financials tie to tax returns, and communicating directly with clients. You will act as the final U.S.-based quality control checkpoint, ensuring books are accurate, clean, and ready for both client reporting and tax preparation.