What are the responsibilities and job description for the Senior Bookkeeper / Accounting Manager position at Imperity Tax Planning?
Company Description
Headquartered in Melville, NY, Imperity is a rapidly growing, multi-entity financial services platform serving independent advisors and business owners through an integrated model of wealth management, tax planning, insurance, and business advisory.
As we continue to scale, we are launching Imperity Business Services (IBS)—a dedicated division focused on delivering bookkeeping, financial reporting, and planning support to our growing base of business clients.
👉Our mission:
To become the financial operating system for business owners.
Role Description
We are seeking a Senior Bookkeeper / Accounting Manager to help build and lead the foundation of our bookkeeping division.
This is not a traditional bookkeeping role.
You will work directly with leadership to:
- Establish systems
- Manage firm and client financials
- Build scalable processes
- Play a key role in a high-growth initiative
🔷 Key Responsibilities
📊 Client Financial Management
- Manage bookkeeping for a portfolio of small to mid-sized business clients
- Maintain accurate, up-to-date financial records using QuickBooks Online
- Perform monthly reconciliations (bank, credit cards, loans, etc.)
- Prepare and deliver clean, accurate financial statements (P&L, Balance Sheet)
🔄 Monthly Close Process
- Execute a consistent monthly close within 7–10 days
- Identify and correct discrepancies
- Ensure all accounts are reconciled and properly categorized
🧠 Financial Insight & Communication
- Review financials and identify trends, issues, and opportunities
- Communicate insights clearly to internal team and clients
- Support tax planning and advisory conversations
⚙️ Systems & Process Development
- Help design and standardize workflows across clients
- Assist in building scalable SOPs for the bookkeeping division
- Implement best practices for efficiency and accuracy
🔗 Cross-Functional Collaboration
- Work closely with:
- Tax team
- Financial advisors
- Leadership
- Support onboarding of new clients and integration of acquisitions
👉 This role has a clear path to Controller-level leadership as the division scales.
Qualifications
- Strong proficiency in Financial Statements, Bookkeeping, and accurate Journal Entries (Accounting)
- Extensive experience with Accounting Software and financial systems
- Solid knowledge of Finance principles and practices
- Highly detail-oriented with excellent organizational and analytical skills
- Strong problem-solving abilities and proficiency in Microsoft Office Suite, particularly Excel
- 3 - 5 years experience in a bookkeeping or accounting management role, with a strong track record of financial management and compliance
- Ability to communicate effectively and work collaboratively with a diverse team