Bookkeeper
White Tiger Connections · United States
This is a remote position. About the Firm Our client is a well-established wealth management firm with a robust in-house tax practice, built through the acquisition of a large CPA firm and supported by its sister company. The firm is seeking an experienced Bookkeeper to join their professional team. This position is ideal for a hands-on accounting professional who thrives in a production-focused environment and enjoys managing multiple client engagements with precision and autonomy. About the Role The Bookkeeper plays a critical role in managing the firm’s monthly client accounting engagements from start to finish. The ideal candidate is highly detail-oriented, comfortable managing multiple deadlines, and confident working within QuickBooks Desktop and QuickBooks Online at a power-user level. This role is also a proven growth path into our Staff Accountant position for bookkeepers who want to expand into fuller-cycle accounting and, eventually, tax-adjacent work. Key Responsibilities • Manage a portfolio of monthly bookkeeping clients (up to 15–20 at capacity over time). • Take each client engagement from start to finish on a monthly basis. • Perform full-cycle bookkeeping, including transaction coding, bank and credit card reconciliations, and general ledger maintenance. • Prepare and finalize monthly financial statements. • Review work and ensure accuracy of account classifications and reporting. • Communicate with clients to gather necessary documentation and clarify transactions (initially limited client-facing responsibility, with opportunity to grow into a more client-facing role over time). • Maintain organized and accurate financial records in compliance with firm standards and accounting best practices. • Utilize QuickBooks Desktop and QuickBooks Online extensively as a power user. Requirements • 5+ years of bookkeeping experience, preferably within a public accounting environment (candidates with 8–10+ years are encouraged to apply). • Strong understanding of full-cycle bookkeeping, account reconciliations, journal entries, and financial statement preparation. • Advanced proficiency in QuickBooks Desktop and QuickBooks Online required. • Strong organizational skills and ability to manage multiple client deadlines. • Ability to step into the role with minimal training and operate independently — while still receiving mentorship and support from the team. • Located in Eastern or Central time zone. Benefits • Compensation:Competitive compensation commensurate with experience. • Work arrangement:Remote or hybrid, depending on proximity to a firm office. •Paid Time Off:Flexible/unlimited PTO. •Retirement:401(k) with company match. • Health coverage:Medical, dental, and vision insurance. • Professional development:CPE / professional development budget. • Growth path:A clear track toward a Staff Accountant role for candidates who want to grow their scope. • Culture:A collaborative, team-oriented environment that values autonomy, precision, and professional growth. Originally posted on Himalayas