Senior Bookkeeper – Client Advisory & Operations

Bronwealth Financial & Tax is looking for an experienced Bookkeeper with 3 years of professional bookkeeping experience to join our growing team.

This is not simply a data-entry bookkeeping position. We are looking for someone who can take ownership of client relationships, maintain accurate books, communicate confidently with business owners, and help us continue improving our internal processes as we grow.

Our bookkeeping clients are primarily established businesses generating approximately $3 million to $10 million in annual revenue. Because we work with many clients in the same industry, the bookkeeping structure and operational needs are often very similar from client to client, although some business owners also have additional side businesses or entities.

Responsibilities

• Manage ongoing bookkeeping for a portfolio of small and mid-sized business clients
• Conduct client phone calls and answer bookkeeping-related questions
• Review financial records and identify items requiring client follow-up
• Assist with onboarding new bookkeeping clients
• Reconcile bank, credit card, payroll, and other financial accounts
• Record and review journal entries, including payroll entries
• Work with payroll systems including ADP, Paycom, and UZIO
• Coordinate with our tax team to ensure books are accurate and tax-ready
• Maintain client workflows, tasks, and documentation within TaxDome
• Help develop and improve Standard Operating Procedures (SOPs)
• Identify opportunities to make our bookkeeping processes more efficient and scalable
• Maintain strong communication and follow-up with clients throughout the year

Qualifications

• 3 years of professional bookkeeping experience
• Strong QuickBooks Online experience
• Experience communicating directly with business owners or clients
• Strong understanding of reconciliations, journal entries, payroll accounting, and financial statements
• Highly organized with strong attention to detail
• Comfortable learning and improving technology and workflow systems
• Ability to manage multiple client relationships and deadlines
• Professional communication skills and a client-service mindset

Preferred Experience

• Experience working in a CPA, accounting, bookkeeping, or tax firm
• Experience with payroll systems such as ADP, Paycom, or UZIO
• Experience with TaxDome or another accounting CRM/workflow platform
• Experience preparing books for business tax returns
• Experience working with S corporations and closely held businesses
• The ability to prepare basic to moderately complex individual and business tax returns would be a significant advantage and may create additional growth opportunities within the firm

Compensation

Compensation is based on experience and capabilities. We are currently interviewing candidates in the range of $25–$32 per hour.

Candidates with stronger client-facing experience, tax preparation capabilities, or the ability to take greater ownership of client relationships may qualify toward the higher end of the range.

About Bronwealth Financial & Tax

Bronwealth Financial & Tax provides integrated financial planning, investment management, tax, and bookkeeping services to individuals and business owners. Our bookkeeping division is growing quickly, and we are looking for someone who wants to take ownership of an important part of the client experience and grow with the firm.

The right person for this position will have the opportunity to become a key member of our accounting and tax team as the firm continues to expand.