Job Description
Note: The job is a remote job and is open to candidates in USA. INVESTOR FRIENDLY CPA® is seeking a U.S.-based Senior QuickBooks Bookkeeper with extensive experience in bookkeeping. In this client-facing role, you will oversee financial accuracy and ensure that QuickBooks records align with tax returns while communicating directly with clients regarding their bookkeeping needs.
- 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
- Reviewing prior-year tax returns
- Reconciling beginning balances to the tax return
- Correcting balance sheet accounts before starting monthly bookkeeping
- 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, and intercompany accounts
- Prepare or review Profit & Loss statements, Balance Sheets, supporting schedules for tax preparation, and financial reports for client decision-making
- 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
- Skills
- Must be located in the United States
- 5+ years of QuickBooks experience
- Strong expertise in QuickBooks Online
- Significant experience performing bookkeeping cleanup projects
- Experience reconciling QuickBooks financials with tax returns
- Strong understanding of: Balance sheet accounts, Account reconciliations, Chart of accounts structure, Financial statement accuracy
- Comfortable communicating directly with clients
- High attention to detail and strong diagnostic skills
- 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
- Company Overview
- INVESTOR FRIENDLY CPA® | Tax Strategists for Real Estate Investors We help real estate investors keep more of their hard-earned money through expert tax strategies, proactive planning, and seamless tax preparation. It was founded in 2020, and is headquartered in Sarasota, Florida, US, with a workforce of 51-200 employees. Its website is https://beacons.ai/investorfriendlycpa.
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