Senior Bookkeeper / Client Accounting Specialist

Our growing accounting firm is seeking an experienced, part-time Senior Bookkeeper to join our team in office.

This is not an entry-level bookkeeping position. We are specifically looking for someone who has previously worked in a public accounting firm, CPA firm, or outsourced accounting environment and is comfortable managing bookkeeping for multiple clients with minimal supervision.

Please note: Candidates selected for consideration will be required to complete a practical, hands-on bookkeeping/accounting skills assessment before an offer is made. The assessment will test real-world competency in reconciliations, account classification, financial statement review, identifying accounting errors, and problem-solving. This is not a personality or aptitude test.

The right candidate should already understand what clean, review-ready books look like and be able to independently identify discrepancies, correct accounting issues, complete reconciliations, and prepare accurate financial records for senior accounting and tax review.

We pride ourselves on being a friendly, hardworking, team-oriented firm. Our office is paperless and technology-driven, and we place a strong emphasis on accuracy, organization, accountability, and client service.

This position is in-office only. Remote and hybrid arrangements are not available.

Required Experience

Candidates must have:

• A minimum of 5 years of bookkeeping/accounting experience
• Prior experience working within a public accounting firm, CPA firm, or similar multi-client accounting environment
• Strong proficiency in QuickBooks Desktop and QuickBooks Online
• Experience handling multiple client files and deadlines simultaneously
• The ability to work independently and recognize accounting issues without relying on constant review or direction

Client Communication & Intake

• Gather, organize, and verify financial records from clients
• Understand client business structures, including LLCs, S Corporations, partnerships, nonprofits, and sole proprietorships
• Communicate clearly with clients regarding missing information, discrepancies, and deadlines
• Follow up independently when additional information is required

Transaction Entry & Account Classification

• Record and classify income, expenses, transfers, loans, owner activity, and other transactions
• Maintain proper account coding according to each client’s chart of accounts
• Understand cash versus accrual accounting
• Recognize transactions that require further investigation rather than simply posting them
• Identify unusual or incorrectly classified activity

Bank & Credit Card Reconciliations

• Reconcile bank, credit card, loan, and other balance sheet accounts
• Investigate and resolve reconciliation differences
• Identify duplicate, missing, stale, or incorrectly entered transactions
• Ensure reconciliations are complete before files are submitted for review

Accounts Payable & Accounts Receivable

• Enter vendor bills and payments when applicable
• Manage customer invoicing, receipts, and accounts receivable
• Review aging reports and identify unusual balances
• Correct unapplied payments, credits, and posting errors

Payroll Accounting

• Post payroll journal entries accurately
• Reconcile payroll liabilities
• Properly classify wages, payroll taxes, benefits, reimbursements, and owner-related activity
• Identify payroll discrepancies and communicate issues when necessary

Sales Tax & Other Liabilities

• Maintain accurate sales and sales tax records
• Assist with sales tax reporting and reconciliation
• Understand the importance of reconciling sales tax, payroll tax, loans, credit cards, and other balance sheet accounts
• Identify unusual or aged liability balances

Month-End Close

• Ensure all transactions are entered and reconciled for the period
• Review the general ledger and balance sheet for obvious errors
• Prepare clean, review-ready financial records
• Generate P&L, Balance Sheet, Trial Balance, and General Ledger reports
• Document unresolved questions clearly before submitting work for review

Financial Statement Review

• Review financial statements for reasonableness
• Identify misclassifications, unusual balances, negative accounts, duplicate accounts, and other red flags
• Understand how bookkeeping decisions affect tax preparation and financial reporting
• Make appropriate adjusting entries when necessary

Software & Workflow Management

• Strong proficiency in QuickBooks Desktop and QuickBooks Online is required
• Ability to work efficiently in a paperless office
• Comfortable using practice management and workflow software such as Jetpack Workflow, Canopy, or similar systems
• Maintain organized supporting documentation and client files
• Follow established procedures and deadlines consistently

Collaboration With Accountants & Tax Preparers

• Provide clean books and complete supporting information for tax preparation
• Respond to review comments promptly
• Correct issues identified during review
• Communicate accounting questions rather than passing unresolved problems forward
• Work collaboratively with senior accountants, tax preparers, and administrative staff

What We Are Looking For

The successful candidate will have:

• Strong accounting and bookkeeping knowledge
• Excellent attention to detail
• Strong analytical and problem-solving ability
• The ability to work independently
• Excellent organizational and multitasking skills
• A positive, team-oriented attitude
• The ability to manage multiple deadlines in a fast-paced accounting environment
• Strong client communication skills
• Respect for confidentiality
• A sense of ownership over the accuracy and completeness of their work

This position is ideal for an experienced accounting professional who enjoys bookkeeping, wants to work with a variety of clients, and is looking for a part-time, professional, in-office position within an established accounting firm.

Hiring Process

Qualified applicants should expect a multi-step interview process that includes a practical skills assessment.

We are specifically looking for demonstrated ability, not simply years of experience, education, or credentials. Candidates must be able to show that they can independently produce accurate, complete, review-ready bookkeeping work.

Compensation is negotiable based upon experience and qualifications.

Job Type: Full-time

Pay: $24.00 - $29.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Paid sick time

Education:

• High school or equivalent (Preferred)

Experience:

• accounting firm: 5 years (Required)

Ability to Commute:

• Middlefield, OH 44062 (Required)

Ability to Relocate:

• Middlefield, OH 44062: Relocate before starting work (Required)

Work Location: In person

Salary : $24 - $29