What are the responsibilities and job description for the Senior Bookkeeper position at Forte Business Services?

Job Description

Senior Bookkeeper (Full-Charge Bookkeeper)

Salary : $55K - $65K; Location : Memphis, TN (Hybrid)

At Forte, we understand that even the most exceptional leaders require a robust support system. We provide a comprehensive range of services to help entrepreneurs build strong foundations and support established businesses in optimizing their operations. We take pride in delivering solutions that empower our clients to achieve their goals and drive lasting success.

Our team, comprising financial, HR, IT, marketing, and operations experts, is committed to delivering top-tier support to each of our clients. To thrive on our team, readiness to engage with both internal and external stakeholders across diverse disciplines and industries is essential. You will frequently be managing multiple high-priority tasks.

This position will primarily focus on servicing Forte's clients, providing comprehensive bookkeeping services and financial oversight. As a Senior Bookkeeper, you will serve as the primary point of contact for clients, ensuring their financial records are accurate and up to date, overseeing junior bookkeepers, and maintaining strong client relationships.

Responsibilities

Maintain a working knowledge of Generally Accepted Accounting Principles (GAAP)
Manage and maintain accurate financial records for Forte and its clients, ensuring compliance with relevant regulations
Oversee and support Junior Bookkeepers, providing guidance, training, and quality control to ensure accuracy and efficiency
Act as the primary point of contact for clients, addressing their bookkeeping and financial inquiries promptly and professionally
Prepare and review sales tax, business tax, franchise & excise tax, and property tax returns
Ensure accurate and timely month-end and year-end closing processes, including reconciliations and financial reporting
Monitor and manage A / P & A / R processes using platforms such as BILL, Harvest, and QuickBooks Online
Review financial reports for errors, discrepancies, and areas for improvement, collaborating with clients to enhance their financial processes
Contribute to the development and improvement of bookkeeping procedures and systems
Communicate and collaborate effectively with remote clients and stakeholders, providing exceptional customer service and support
Assist with budgeting, cash flow management, and financial forecasting for clients as needed
Maintain confidentiality and security of all financial information

Requirements

Bachelor's degree in Accounting, Finance, or a related field or equivalent professional experience

Minimum of 4 years of bookkeeping experience, with at least 2 years in a supervisory or full-charge capacity

Non-profit bookkeeping and grant reporting / compliance a plus

Proficiency in QuickBooks Online (QBO ProAdvisor certification preferred)

Strong knowledge of A / P, A / R, reconciliations, payroll, and general ledger management

Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members

High level of technical proficiency with digital tools, including Google Workspace (particularly Google Sheets), BILL Spend & Expense, Expensify, and project management platforms like ClickUp, Monday.com, or Asana

Strong attention to detail, organizational skills, and the ability to manage multiple tasks and meet deadlines

Ability to work independently and as part of a collaborative team

Naturally curious, with a willingness to ask questions, seek clarification, and explore solutions when faced with unfamiliar transactions or challenges

Strong analytical and problem-solving skills

Familiarity with industry best practices and a commitment to continuous learning and professional growth

Location

This is a full-time position based in Memphis, TN.

Sponsorship not available.

Compensation & Benefits

55K - $65K annually, depending on experience

3 weeks (120 hours) PTO, plus numerous paid holidays and ~2 weeks off at the end of December

Health, Dental, and Vision Insurance

Hybrid work schedule (expect to be in the office a minimum of three days each week)

Simple IRA Retirement Plan

The Application Process

If this sounds like a great fit, we'd love to hear from you!

Here's what to expect :

Apply at the link below : https : / / focusonyourforte.applicantpool.com / jobs /

If your resume aligns with our needs, you'll receive a call from Emily in HR, who will ask about your work experience and future goals.

Next, you'll meet with the hiring manager and one or two team members (usually via Zoom) to discuss your experience and what you bring to the table.

Depending on the number of candidates, you may be invited for a third, more focused interview or receive an offer directly.

After accepting an offer, Emily will help you with onboarding and orientation.

Before you know it, your first day will arrive! You'll meet the team, tour the office, and start learning the ropes.

At Forte Business Services, we offer a competitive salary and benefits package, a collaborative work environment, and opportunities for professional growth and development. Join our team and contribute to the success of our clients and their businesses. We appreciate all applications, but only those selected for an interview will be contacted.

Forte Business Services is an equal opportunity employer. We value diversity and are committed to creating an inclusive workplace environment.

Salary : $55,000 - $65,000

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