Bookkeeper

About the role

We are a forward-thinking tax, bookkeeping, and advisory firm that blends traditional financial expertise with cutting-edge technology. Our mission is to deliver exceptional client service while leveraging automation, AI, and innovative workflows to optimize efficiency and accuracy. We are seeking a client accountant who is both a technical accounting expert and a technology-forward problem solver to join our team.

Key Responsibilities

• Manage full-cycle bookkeeping and high-level accounting for large revenue clients, ensuring accurate and timely recording of all financial transactions.
• Perform bookkeeping clean-up and oversee bookkeeping corrections for other client accounts.
• Establish, document, and optimize accounting processes for clients and internal teams.
• Identify opportunities to automate repetitive tasks using AI, bots, and workflow automation tools.
• Build and maintain internal systems, workflows, and tools to improve efficiency and accuracy.
• Collaborate with team members to implement AI-driven agents and bots to handle routine accounting functions.
• Monitor and enforce best practices in client bookkeeping and internal process standards.
• Support tax, advisory, and financial reporting projects with accurate and organized accounting data.
• Provide insights and recommendations to clients and internal teams on improving financial processes.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• 3+ years of experience in accounting or bookkeeping for mid to high-revenue clients.
• Advanced knowledge of bookkeeping, general ledger management, reconciliations, and financial reporting.
• Experience with workflow automation, AI tools, and building tech solutions within an accounting context.
• Strong problem-solving skills and ability to design scalable processes.
• Tech-forward mindset with a passion for leveraging automation to improve efficiency.
• Excellent communication skills and client-facing experience.
• Ability to manage multiple priorities and lead projects independently.

What We Offer

• Opportunity to work in a tech-forward, innovative accounting environment.
• Exposure to cutting-edge AI and automation tools in accounting.
• Collaborative team culture with room to drive meaningful change.
• Competitive compensation and benefits package.