Lead Bookkeeper - Remote | US/Canada Only

Summary

Specialized Accounting is an experienced hospitality accounting firm that supports hospitality, marina, restaurant, and service-based businesses with accounting services and financial insights. The company is seeking a Lead Bookkeeper to maintain accurate financial records, support client accounting needs, and gradually develop into an Account Manager responsible for client communication, advisory support, and strategic oversight.

Responsibilities

• Develop agency, leadership, and a sense of ownership of client accounts, with a view toward transitioning into an Account Manager role
• Active engagement and involvement and the desire to learn, update, and improve processes
• Data input of day-to-day accounting operations
• Reconciliation of bank and credit card accounts
• Accounts payable and accounts receivable support
• Payroll reconciliation
• Revenue recognition and point-of-sale data extraction
• Speaking with clients and answering client accounting procedural questions (with increasing responsibility for client communication as you progress)
• Calculating and entering month-end accruals and adjusting entries
• Updating the documentation of processes and procedures, as well as quarterly process reviews
• Communicating with clients in a timely and professional manner
• Collaborating with senior team members and Account Managers to support client deliverables and gradually assume more account management duties
• Other duties as assigned

Skills

• Proficiency in bookkeeping and creating accurate journal entries in an organized and efficient manner
• Experience using accounting software to manage financial records
• Strong knowledge of financial statements and finance principles
• Attention to detail, organizational skills, and the ability to work independently
• Demonstrated interest in professional growth toward a client-facing Account Manager role
• Bachelor's degree in Accounting, Finance, Business Administration, or a related field, or equivalent experience
• High degree of customer service, attention to detail, and ability to manage multiple tasks
• Excellent written and verbal communication skills
• Must be able to problem-solve
• Learning new programs & problem-solving issues is imperative
• Proficient with technology; solid knowledge of computer operations and software
• Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly, and reassuring
• Ability to work in a fast-paced environment with minimal supervision
• Must be located in the United States or Canada
• Possesses ninja customer service skills
• Is empathetic and loves to help others
• Knows how to prioritize, stay organized, and can problem-solve
• Has solid bookkeeping experience and accounting knowledge, with the ambition to grow into an Account Manager role
• Applicant must be able to accept constructive criticism, as processes are always evolving and can be improved
• Previous experience in hospitality or service-based industries is a plus
• Double or other practice management system
• QuickBooks Online
• Receipt capture software (Ramp, etc.)
• Microsoft 365 and Teams
• Microsoft Excel
• Gusto Pro
• Remote work
• Has a quiet workspace for meetings and conversations
• Is Humble, Hungry, and Smart
• Knowledge of cheesy 80s music, along with the ability to recite quotes from •The Princess Bride• and •Scrubs• is a definite plus!

Qualifications

Must Haves

• Proficiency in bookkeeping and creating accurate journal entries in an organized and efficient manner
• Experience using accounting software to manage financial records
• Strong knowledge of financial statements and finance principles
• Attention to detail, organizational skills, and the ability to work independently
• Demonstrated interest in professional growth toward a client-facing Account Manager role
• Bachelor's degree in Accounting, Finance, Business Administration, or a related field, or equivalent experience
• High degree of customer service, attention to detail, and ability to manage multiple tasks
• Excellent written and verbal communication skills
• Must be able to problem-solve
• Learning new programs & problem-solving issues is imperative
• Proficient with technology; solid knowledge of computer operations and software
• Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly, and reassuring
• Ability to work in a fast-paced environment with minimal supervision
• Must be located in the United States or Canada
• Possesses ninja customer service skills
• Is empathetic and loves to help others
• Knows how to prioritize, stay organized, and can problem-solve
• Has solid bookkeeping experience and accounting knowledge, with the ambition to grow into an Account Manager role
• Applicant must be able to accept constructive criticism, as processes are always evolving and can be improved

Nice to Haves

• Previous experience in hospitality or service-based industries is a plus
• Double or other practice management system
• QuickBooks Online
• Receipt capture software (Ramp, etc.)
• Microsoft 365 and Teams
• Microsoft Excel
• Gusto Pro
• Remote work
• Has a quiet workspace for meetings and conversations
• Is Humble, Hungry, and Smart
• Knowledge of cheesy 80s music, along with the ability to recite quotes from •The Princess Bride• and •Scrubs• is a definite plus!

Benefits

• Long-term remote role
• Holiday pay
• Profit share for eligible employees
• Health benefits
• 401(k) plan
• Computer and IT services are provided and managed by Specialized Accounting