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Senior Bookkeeping Specialist
Job in
Santa Barbara, Santa Barbara County, California, 93190, USA
Listed on 2026-02-07
Listing for:
Bartlett, Pringle & Wolf, LLP
Full Time
position Listed on 2026-02-07
Job specializations:
-
Accounting
Bookkeeper/ Accounting Clerk, Senior Accountant
Job Description & How to Apply Below
We are seeking an experienced Senior Bookkeeping Specialist to manage a portfolio of bookkeeping clients and support the efficiency and quality of our bookkeeping team. This role is ideal for a professional with at least 5 years of bookkeeping experience, including public accounting or client-service experience, who is comfortable managing client relationships and reviewing work.
Responsibilities- Manage and oversee bookkeeping services for a portfolio of clients
- Maintain and review general ledger activity to ensure accuracy and completeness
- Perform and review complex bank, credit card, and balance sheet reconciliations
- Oversee month-end and quarter-end close processes
- Prepare and review financial statements and supporting schedules
- Identify accounting issues, trends, and discrepancies and communicate recommendations to clients and senior firm staff
- Serve as a primary point of contact for assigned bookkeeping clients
- Review work prepared by Bookkeeping Specialists and Associates for accuracy and completeness
- Provide guidance, training, and feedback to lower-level bookkeeping staff
- Support onboarding and training of new bookkeeping staff
- Coordinate with tax and accounting teams to support tax preparation and year-end reporting
- Assist with bookkeeping client onboarding, including system setup and process implementation
- Contribute to continuous improvement of bookkeeping services and client experience
- Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience)
- 5+ years of bookkeeping experience, preferably in a CPA firm or client-service environment
- Strong understanding of accounting principles and financial reporting
- Advanced experience with Quick Books Online required
- Proficiency in Microsoft Excel, including reconciliations and data analysis
- Experience managing multiple clients and deadlines
- Prior experience reviewing work and mentoring junior staff
- Strong communication skills and professional client-service mindset
- Ability to work independently and exercise sound judgment
Position Requirements
10+ Years
work experience
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