Bookkeeping Manager and Trainer

ABOUT THE ROLE

We are a US-based bookkeeping firm serving small and medium-sized businesses across multiple industries. We're hiring a highly skilled bookkeeping manager and trainer who genuinely understands US accounting standards, tax laws, and the expectations of American business owners — not just someone who knows the software. You will work directly with our team to train and educate our team as well as review books to ensure quality output.

JOB DUTIES

Meet daily with team to train on areas that team needs greater understanding on. Step in and complete the work when needed as well as review the work for quality and compliance.

Review full-cycle bookkeeping for multiple US clients using QuickBooks Online and/or Xero

Review Reconciliation of bank accounts, credit cards, loans, and merchant accounts (Stripe, PayPal, Square, etc.) monthly

Review transactions accurately in accordance with US GAAP and client COAs

Review financial statements — P&L, Balance Sheet, and Cash Flow — ready for CPA review or tax filing

Review accounts payable and accounts receivable, including aging reports

Review payroll journal entries and reconcile payroll liabilities (federal and state withholding, FICA, FUTA, SUTA)

Review sales tax obligations across multiple states and assist with preparation for filing

Review and assist with 1099-NEC preparation and contractor tracking at year-end

Flag issues proactively and communicate clearly with the team lead and other bookkeepers in writing



KNOWLEDGE REQUIREMENTS

US Bookkeeping Experience

3+ years working directly with US-based clients or companies

QuickBooks Online Certified

ProAdvisor certification strongly preferred

US Tax Knowledge

Solid understanding of 1099s, W-9s, payroll taxes, sales tax nexus

Accrual & Cash Accounting

Fluent in both methods and knows when each applies

Excel / Google Sheets

Comfortable building and working in complex spreadsheets

Strong written English


HIGHLY PREFERRED

Experience with QBO,

Experience with Shopify, Square, Amazon, Stripe, Etsy, Gusto, ADP...etc

Familiarity with Schedule C, S-Corp, and LLC taxation structures

Experience supporting a US CPA firm or bookkeeping company (not just a single employer)

Knowledge of Chart of Accounts setup and cleanup for new or messy clients

Bachelor's degree in Accounting.

CPA board passer (even if not practicing) is a strong plus

WHO YOU ARE

You are meticulous, deadline-driven, and take real ownership of your clients' books. You don't wait to be told when something looks off — you catch it and say something. You are comfortable working independently across multiple clients without hand-holding. You take pride in delivering financials that are genuinely clean and ready to use.

WORK SETUP

California Business hours strongly preferred. Must be able to be available during CA business hours. This is a part time role but can be full time if candidate would also like to perform bookkeeping duties.

Reliable high-speed internet is required (we will verify connection speed)

Must have a dedicated workspace and computer with a working camera for weekly video calls

HOW TO APPLY

Please send your CV along with the items below to my Whatsapp at ---------- .

Please include the following in your application message:

(1) your years of US bookkeeping experience and the types of clients you've handled,
(2) your QuickBooks Online certification status,
(3) a 1-2 min video explaining the types of bookkeeping industries you have served and the software you have experience with,
(4 ) resume,
(5) your available working hours.

Applications without these will not be reviewed.