Senior Bookkeeper - Aardvark Tax Advisors

Aardvark Tax Advisors, LLC 

We are a fast-growing accounting practice with offices located in the Bay Area of California.  We are dedicated to providing exceptional tax preparation, accounting, and advisory services to a diverse range of clients by embracing cutting-edge technology. With a commitment to professionalism, reliability, and continuous improvement, we are seeking experienced professionals to join our dynamic team and help deliver the exceptional client service we strive to provide. If you are passionate about making a difference in the financial well-being of individuals and businesses, we would love to hear from you. 

The Senior Bookkeeper will be responsible for managing a team of 3-6 bookkeepers. This role involves overseeing day-to-day bookkeeping operations, ensuring accuracy in financial records, and delivering timely reports for a diverse client portfolio. The successful candidate will coach and mentor team members, ensure adherence to accounting standards, and foster a collaborative environment. You will also act as a liaison between the bookkeeping team and other departments, such as accounting and tax preparation.  This role will include some client-focused efforts as well, requiring strong organizational skills and attention to detail.  This role will report to the Tax & Accounting Leader within Aardvark Tax Advisors. 

Key Responsibilities

Team Leadership: 

• Manage and lead a team of 3-5 bookkeepers, providing guidance, mentorship, and performance feedback. 

• Oversee the delegation and completion of bookkeeping tasks to ensure deadlines are met. 

• Train new hires and support continuous professional development within the team. 

• Conduct regular check-ins to monitor workload, team morale, and overall performance. 

Operational Oversight: 

• Review the accuracy and completeness of financial transactions processed by team members, including accounts payable, accounts receivable, bank reconciliations, and payroll. 

• Ensure timely preparation and review of monthly, quarterly, and annual financial statements (income statements, balance sheets, cash flow statements) for clients. 

• Support the team in resolving complex client issues and bookkeeping challenges, acting as the primary escalation point. 

Client Relationship Management: 

• Serve as the primary point of contact for high-level client inquiries, offering expertise and strategic advice on bookkeeping-related matters. 

• Collaborate with clients to understand their financial needs and ensure that services align with their business goals. 

• Ensure that the team delivers exceptional service, building strong, long-term relationships with clients.  

Quality Control & Process Improvement: 

• Maintain high standards for financial accuracy and compliance with legal and practice policies. 

• Implement and monitor best practices to improve the efficiency and accuracy of bookkeeping processes. 

• Stay informed about the latest bookkeeping technology, software updates, and industry trends, ensuring the team adopts tools to enhance performance. 

Collaboration with Senior Leadership: 

• Work closely with senior accountants, tax preparers, and management to ensure seamless coordination between bookkeeping and other services. 

• Provide insights and recommendations to leadership on operational improvements and team development. 

• Prepare detailed reports and summaries for senior management on team performance, client satisfaction, and key financial data. 

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field. 

• 4+ years of bookkeeping experience, including at least 1-2 years in a supervisory or team leadership role. 

• Proficiency in accounting software such as QuickBooks, Xero, or similar platforms. 

• Strong understanding of accounting principles, including accounts payable, accounts receivable, general ledger management, and financial reporting. 

• Excellent leadership, organizational, and communication skills. 

• Proven ability to manage multiple priorities and deadlines in a fast-paced environment. 

Preferred Skills

• Experience in a tax or accounting firm. 

• Familiarity with payroll processing and compliance. 

• Knowledge of US tax laws and regulations. 

• Certification in bookkeeping or accounting software (e.g., QuickBooks Certified User). 

Benefits

• Opportunity to work with a diverse portfolio of clients in a fast-growing firm. 

• Competitive compensation and benefits package that includes health, dental, and vision plans and a 401k match.

• A collaborative and supportive work environment focused on client success.