A growing and established tax advisory and insurance services firm is seeking an experienced Senior Bookkeeper / Accountant to oversee day-to-day bookkeeping, accounting support, and front-office operations.

This role is ideal for an experienced accounting professional who thrives in a client-facing environment and can confidently manage bookkeeping, payroll, accounts payable/receivable, accounting support, and client communication with minimal supervision.

The ideal candidate is highly organized, detail-oriented, polished, and comfortable balancing financial accuracy with professional client service in a fast-paced small-business setting.

Key Responsibilities: Accounting & Bookkeeping

• Manage bookkeeping and accounting functions for multiple small-business client accounts
• Maintain accurate general ledger entries, journal entries, and reconciliations
• Process accounts payable and accounts receivable
• Process payroll and payroll-related reporting
• Apply strong understanding of debits, credits, and accounting principles
• Assist with financial record maintenance and account setup
• Support bookkeeping accuracy across multiple client files

Administrative Support

• Serve as the professional front-desk point of contact for visitors and incoming calls
• Handle client payments, document intake, and file organization
• Manage daily workflow and administrative processes
• Coordinate scheduling and internal documentation
• Maintain organized systems and ensure operational efficiency

Client-Facing Support

• Respond professionally to client inquiries by phone and email
• Triage routine bookkeeping, tax, and insurance-related questions
• Escalate complex matters appropriately
• Help reduce owner interruptions by independently handling routine client needs

Software & Systems

• QuickBooks
• ZipBooks
• Accounting (AK)
• Custom SuiteCRM platform

Required Qualifications

• Proven experience managing bookkeeping functions
• Strong QuickBooks proficiency
• Solid understanding of accounting fundamentals, debits, and credits
• Experience with accounts payable, accounts receivable, and reconciliations
• Strong organizational and multitasking abilities
• Excellent written and verbal communication skills
• Professional client-facing presence
• Ability to work independently with minimal supervision
• Adaptability and willingness to learn internal systems

Education Requirements

• Associate degree required
• Associate degree in Accounting or Paralegal Studies, combined with relevant professional experience, preferred
• Additional training or certifications in QuickBooks, payroll processing, or accounting systems are a plus

Preferred Experience

• Payroll processing
• Accounting leadership experience
• Multi-client bookkeeping/accounting support
• Tax, accounting, insurance, or financial services industry experience
• Small-business operational support

Schedule & Flexibility

• Standard schedule: 9:00 AM – 5:00 PM
• Flexible scheduling available when needed
• Occasional overtime or weekend support may be required during peak tax season, based on business needs (typically limited to 1–4 weekends annually)

Professional Expectations

• Business professional attire required
• Polished, client-facing presentation expected
• Professional office etiquette and customer-service standards required

Why Join Us?

• Stable, growing professional services firm
• Flexible and respectful workplace culture
• Opportunity for long-term growth and expanded responsibility
• High-impact role with direct visibility and trust from leadership
• Temp-to-hire path with strong long-term potential

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Flexible schedule