Position Overview

We are seeking an experienced Full-Charge Bookkeeper to join our CPA firm in an on-site role. This position is responsible for managing the complete accounting cycle for multiple clients—from daily transaction processing through financial reporting and year-end close.

This is a hands-on role for someone who doesn’t need babysitting, can spot issues before they become problems, and keeps client books clean enough that CPAs don’t have to fix them later.

Key Responsibilities

• Manage full-cycle bookkeeping for multiple clients
• Maintain and reconcile general ledgers, bank accounts, credit cards, and loan accounts
• Handle accounts payable, accounts receivable, and cash flow tracking
• Process and oversee payroll and related tax filings
• Prepare monthly, quarterly, and year-end financial statements
• Perform month-end and year-end close processes
• Review and clean up client books, correcting errors and inconsistencies
• Manage and file sales tax and other regulatory filings
• Prepare workpapers and support schedules for tax preparation and audits
• Communicate directly with clients to request documentation and resolve issues
• Identify discrepancies, inefficiencies, and opportunities for process improvement
• Ensure compliance with accounting standards and firm procedures

Qualifications

• Associate’s or Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience)
• 3–5+ years of full-charge bookkeeping experience, preferably in a CPA or public accounting firm
• Strong understanding of accounting principles and financial reporting
• Required: Advanced, hands-on expertise in QuickBooks (Online and/or Desktop)
• Strong Excel skills, including ability to analyze and reconcile data
• Proven ability to manage multiple clients and deadlines independently
• High level of accuracy, organization, and accountability

Preferred Skills

• Prior experience in a CPA or public accounting firm environment
• Experience with payroll platforms (Gusto, ADP, or similar)
• Knowledge of sales tax, multi-state filings, and compliance requirements
• Experience cleaning up complex or neglected books
• Familiarity with additional accounting systems (e.g., Xero)

Work Environment

• On-site, in-office position (not remote)
• Fast-paced, deadline-driven CPA firm environment
• Direct collaboration with CPAs and accounting staff
• High level of ownership and responsibility

Compensation & Benefits (customize as needed)

• Competitive salary based on experience
• Health, dental, and vision insurance
• Paid time off and holidays
• Retirement plan options
• Continuing education and professional development

What Success Looks Like

• Books are accurate, current, and audit-ready at all times
• Financial statements are delivered on time with minimal CPA adjustments
• Issues are identified and resolved before they escalate
• Clients trust the numbers without second-guessing
• You operate independently and keep everything moving