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

Overview

This role is a Senior QuickBooks Bookkeeper (Client-Facing) position based in the United States only.

• Location: Remote – United States (must be physically located in the U.S.)
• Job Type: Part-Time

You will serve as the primary U.S. point of contact for assigned bookkeeping clients, ensuring financials are accurate, organized, and properly communicated. Work includes collaborating with the tax team so that QuickBooks financials reconcile with filed tax returns, including during new client onboarding.

Responsibilities

Client communication & financial oversight

• Act 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
• Provide financial insights when needed

QuickBooks cleanup & diagnostic work

• 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

Tax return reconciliation & collaboration with the tax team

• Work 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, onboarding responsibilities include:

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

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

Reconciliation oversight

Oversee and validate reconciliations for:

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

Financial reporting

Prepare or review:

• Profit & Loss statements
• Balance Sheets
• Supporting schedules for tax preparation
• Financial reports for client decision-making

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
• 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

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, remote
• Must be available for client communication during U.S. business hours
• Collaboration with an internal bookkeeping support team

Important Notes

• This role is strictly for candidates located in the United States; offshore applicants will not be considered.