Senior Bookkeeper & Client Coordinator
Posted 2025-03-14The Role
Remote, Employee Position
We are seeking a detail-oriented and experienced Client Coordinator & Senior Bookkeeper to join our team. This hybrid role will combine client-facing coordination with advanced bookkeeping responsibilities, including but not limited to payroll management and bill pay.
You will play a critical role in maintaining smooth operations, ensuring client satisfaction, and delivering accurate financial records. This position will start at 20-25 hrs a week and gradually increase to Full Time 32 hrs a week within 3-6 months with an hourly rate dependent on the candidate's skill set.
Key Responsibilities
Client Coordination:
? Serve as the primary point of contact for a select group of clients, ensuring timely communication and updates.
? Maintain exceptional customer service.
? Assign client requests to the appropriate team member.
Senior Bookkeeping:
? Process payroll and ensure compliance with local, state, and federal regulations.
? Handle payroll adjustments, including updates for benefits such as 401(k) contributions and tax withholding.
? Monitor 401(k) contributions for employees, ensuring compliance with contribution limits and resolving discrepancies.
? Perform monthly reconciliations for multiple accounts, ensuring accuracy and completeness.
? Generate financial reports, including balance sheets, income statements, and cash flow analyses.
? Support tax preparation by organizing records, verifying data, and liaising with tax professionals as needed.
What Does the Day-to-Day Look Like?
? Working closely with the team, you'll manage day-to-day accounting operations for your assigned clients (transaction entry, payroll processing, bill payments, reconciliations, etc.).
? Your tasks will be clearly organized in our project management system Karbon, helping you successfully balance work across multiple clients.
? As the primary client coordinator, you'll maintain professional communication, answering questions and gathering necessary information.
? You'll be encouraged to ask questions and seek clarity from the team whenever you're unsure about how to handle something in a client's books or systems. We believe that open communication leads to better results.
? Attention to detail and follow-through are crucial as you monitor deadlines for payroll, 401(k) compliance, bill pay and monthly reconciliations.
Qualifications
? Strong understanding of payroll systems (Gusto, QBOP, ADP) and compliance requirements.
? Proficiency in accounting software including QuickBooks Online, Xero and Microsoft Office Suite (especially Excel),and 3 Party Bill Pay Services.
? Ability to use multiple software programs simultaneously to complete work.
? Minimum 2 - years of experience in bookkeeping or a similar role.
? Excellent organizational and communication skills.
? Ability to prioritize tasks and meet deadlines.
? Proven experience with client management and delivering exceptional customer service.
Why Join Us?
? Work remotely.
? Be part of a supportive and respectful team that values your contributions.
? Develop professionally through challenging projects and learning opportunities.
? Make an impact by helping small businesses thrive.
Timeline
This is a deliberate, thorough recruiting process, with the role set to begin in early 2025.
Job Types: Full-time, Part-time
Pay: $28.00 - $33.00 per hour
Expected hours: 20 ? 25 per week
Benefits:
? 401(k)
? Paid time off
Schedule:
? Monday to Friday
Application Question(s):
? Please share a short video submission of why you think you'd be a good fit for this role, you can use Loom or similar (imgaine this is your cover letter).
Experience:
? Bookkeeping: 2 years (Required)
Work Location: Remote
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