What are the responsibilities and job description for the Senior Bookkeeper position at JNM Accounting?
Fast-growing accounting and advisory firm serving small businesses, contractors, and high-growth companies across the United States. We specialize in bookkeeping, tax strategy, business consulting, and financial operations support. We are looking for a highly organized and experienced Senior Bookkeeper / Accounting Operations Manager to help us scale our bookkeeping division, onboard new clients, implement operational processes, and manage ongoing bookkeeping engagements. This is not a basic data-entry bookkeeping role. We are looking for someone who can think critically, solve problems, communicate professionally with clients, and help build systems that allow our company to grow.
Responsibilities Client Bookkeeping & Financial Management
- Manage bookkeeping for multiple business clients
- Perform monthly bank and credit card reconciliations
- Maintain accurate financial records in QuickBooks Online
- Prepare monthly financial statements and reporting packages
- Review and categorize transactions accurately
- Manage accounts payable and accounts receivable workflows
- Assist with payroll coordination and payroll reconciliations
- Handle contractor and construction-style bookkeeping/job costing
Client Onboarding
- Lead new client onboarding process
- Set up QuickBooks Online companies
- Connect bank feeds and accounting integrations
- Clean up historical bookkeeping records when needed
- Create and maintain chart of accounts structures
- Gather and organize onboarding documentation
Operations & Process Development
- Build and improve bookkeeping workflows and SOPs
- Help create scalable systems for client management
- Develop monthly close checklists and internal processes
- Improve efficiency and automation across the bookkeeping department
- Assist in training junior staff as the company grows
Client Communication
- Communicate professionally with business owners
- Request missing documents and resolve bookkeeping issues
- Explain bookkeeping and reporting matters clearly
- Maintain strong client relationships
Qualifications Required
- 3 years of bookkeeping experience
- Advanced QuickBooks Online experience
- Strong reconciliation and cleanup experience
- Experience managing multiple clients/accounts simultaneously
- Strong organizational and communication skills
- Ability to work independently and solve problems
- Experience with payroll systems and financial reporting
Preferred
- Construction or contractor bookkeeping experience
- Experience with job costing
- Experience creating SOPs/processes
- Full-charge bookkeeping experience
- Experience managing onboarding workflows
- Accounting firm experience