[Remote] Senior QuickBooks Bookkeeper (Client-Facing) – U.S. Based Only

Note: The job is a remote job and is open to candidates in USA. INVESTOR FRIENDLY CPA® is seeking a U.S.-based Senior QuickBooks Bookkeeper with extensive experience in bookkeeping. In this client-facing role, you will oversee financial accuracy and ensure that QuickBooks records align with tax returns while communicating directly with clients regarding their bookkeeping needs. Responsibilities • Serve as the primary point of contact for assigned U.S. clients • Communicate directly with clients regarding bookkeeping matters, corrections, and financial reports • Ensure financial statements are accurate and ready for client review • Present financial insights when needed • Perform complex QuickBooks cleanup projects • Identify and correct historical bookkeeping errors • Rebuild or restructure books when prior accounting is incomplete or inaccurate • Resolve discrepancies in bank accounts, credit cards, loans, and equity accounts • Work closely with the tax team to ensure financial records match filed tax returns • Reconcile QuickBooks balance sheets and equity accounts with the prior-year tax return • Identify discrepancies between bookkeeping records and tax filings • Adjust books appropriately so that financials align with tax reporting • Reviewing prior-year tax returns • Reconciling beginning balances to the tax return • Correcting balance sheet accounts before starting monthly bookkeeping • Review bookkeeping work prepared by an internal support team • Ensure accuracy, completeness, and proper classification • Approve financials before they are delivered to the client • Maintain high quality control standards • Oversee and validate reconciliations for bank accounts, credit cards, loans and liabilities, equity accounts, payroll liabilities, and intercompany accounts • Prepare or review Profit & Loss statements, Balance Sheets, supporting schedules for tax preparation, and financial reports for client decision-making • Coordinate with an internal team of 20+ preparers and reviewers • Provide guidance on corrections or cleanup tasks • Ensure deliverables are completed accurately and on schedule Skills • Must be located in the United States • 5+ years of QuickBooks experience • Strong expertise in QuickBooks Online • Significant experience performing bookkeeping cleanup projects • Experience reconciling QuickBooks financials with tax returns • Strong understanding of: Balance sheet accounts, Account reconciliations, Chart of accounts structure, Financial statement accuracy • Comfortable communicating directly with clients • High attention to detail and strong diagnostic skills • Accounting degree or equivalent experience • Experience working within a CPA or tax firm environment • Experience reviewing work from remote bookkeeping teams • Familiarity with preparing books for tax preparation Company Overview • INVESTOR FRIENDLY CPA® | Tax Strategists for Real Estate Investors We help real estate investors keep more of their hard-earned money through expert tax strategies, proactive planning, and seamless tax preparation. It was founded in 2020, and is headquartered in Sarasota, Florida, US, with a workforce of 51-200 employees. Its website is https://beacons.ai/investorfriendlycpa. Apply Now Apply Now