Senior Bookkeeper - Philippines - TeamUp

Paglalarawan

**This is a full-time independent contractor role. Candidates must be able to commit exclusively to this position and not engage in part-time or freelance work once hired.**

Are you the kind of person who enjoys making sense of numbers, thrives on solving problems, and values a healthy work-life balance? We're looking for a Senior Bookkeeper who brings a positive attitude, sharp eye for detail, and a solutions-first mindset to help keep our finances clear, confident, and on track. If you love turning data into clarity and bringing order to the numbers, we'd love to meet you

Bring your talents to a team where you'll make a meaningful difference

WHAT'S IN IT FOR YOU?

• Competitive compensation package tailored to your experience and expertise;
• Discretionary year end bonus rewarding your hard work and dedication;
• Enjoy a generous 22 PTO credits, covering vacations, sick leaves, and holidays (available after initial 90 days);
• Monday through Friday (U.S. workweek), approximately 8:00 AM to 5:00 PM Mountain Time, with a one-hour unpaid lunch break.;
• Embrace the convenience of remote work - operate from the comfort of your home;
• Secure a full-time role as an Independent Contractor, with no BPO involvement;
• Unlock a fulfilling career path with ample learning opportunities;
• Exciting, relationship-based company that genuinely cares about its people and clients;
• Join a company that values work-life balance and strives for growth

CLIENT BACKGROUND

Our client is an accounting firm based in Boise, Idaho, with a vision that reaches far beyond traditional financial management. They believe that managing finances isn't just about numbers and spreadsheets—it's about aligning financial well-being with individual values and life goals. Their approach combines expert accounting services with accessible educational resources, empowering clients to take charge of their financial futures with confidence and clarity.

At the heart of the client's mission is a commitment to inclusivity and partnership. They proudly serve a wide spectrum of individuals and business owners—including creatives like wedding planners, photographers, and other creative professionals, as well as members of the neurodivergent and queer communities. By embracing these diverse perspectives, the client enriches its own understanding of financial dynamics and continues to refine its services to meet people where they are.

For the client, each relationship is more than a transaction—it's a trusted collaboration in pursuit of long-term success and financial stability.

DUTIES AND RESPONSIBILITIES:

• Own day-to-day bookkeeping for assigned clients, ensuring timely and accurate financials each month.
• Perform weekly and monthly reconciliations for client accounts to ensure accuracy and completeness of financial records.
• Proactively identify and resolve discrepancies or uncategorized items.
• Push and review receipts weekly and monthly using Hubdoc or other tools to maintain accurate records.
• Perform comprehensive reviews and clean-up of back-log financial records to restore accuracy and compliance.
• Manage, update, and maintain client accounts, including bank feeds, transaction/bank rules, and manual data imports as needed.
• Ensure that all bookkeeping processes comply with applicable laws, standards, and best practices to maintain client compliance.
• Own and manage accounts payable and accounts receivable processes for assigned clients, including invoicing, bill entry, payment scheduling, and follow-up to support accurate cash flow and reporting.
• Assist in development, maintenance, and refinement client-specific SOP to document workflows, unique bookkeeping processes, and financial reporting standards.
• Assist, as needed, with responses to client inquiries via email, Slack, Loom, or other designated communication tools, providing updates and resolving questions.
• Assist with preparing contractor payment reports, filing 1099s, and organizing client financial information during tax season.
• Utilize tools like QuickBooks Online, Xero, Gusto, Hubdoc, and the like effectively, ensuring client data accuracy and team efficiency.
• Support onboarding tasks such as account setup and cleanup of historical data under the direction of the Bookkeeping Operations Manager or assigned team member.
• Assist part-time, junior, and seasonal bookkeepers by answering questions, troubleshooting issues, and providing guidance on processes and tools.
• Ad hoc tasks as assigned.

QUALIFICATIONS

• Bachelor's Degree in Accounting or any related field
• At least 3-5 years experience working in US Public Firms
• Experience with processing Payroll as well as AR/AP
• Proficiency in Quickbooks Online (QBO), Xero and Gusto Payroll.
• Certifications in QBO is required, and certifications Xero is a plus
• Sales Tax experience- at least 1 year experience is a plus

Nice to haves:

• Experience with Hubdoc and Financial Cents, firm will train if needed.

ADDITIONAL REQUIREMENTS

• Personal equipment (laptop or desktop)
• Reliable, stable and high-speed internet
• A dedicated, private workspace that is free from distractions, ensuring confidentiality and optimal focus on tasks.
• Start and end times may flex by up to 1–2 hours with prior approval, but candidates must maintain full overlap with core U.S. business hours and be available Monday through Friday MT time.

DESCRIPTION OF IDEAL CANDIDATE

• Discerning and Thoughtful – You don't just follow checklists. You assess context, spot inconsistencies, and apply sound judgment—whether advising clients or collaborating with teammates. You balance detail with big-picture thinking and know when to act, pause, advise, or ask.
• Proactive Communicator - You are a confident and articulate individual who embraces open communication and is unafraid to voice your opinions. You possess a strong sense of self-assurance, enabling them to contribute valuable insights and suggestions with clarity and conviction.
• Warm and Friendly - You have a natural ability to make those around you feel comfortable and valued. With a genuine smile and a kind word, you create an inviting atmosphere that fosters connection and collaboration.
• Team Player - You collaborate well and cooperate within the group. You actively listen to others' perspectives, and value the collective effort to achieve sharè.
• High Analytical Skills with Insatiable Curiosity - You are a lifelong learner and problem-solving maestro, armed with the ability to adapt, communicate effectively, and make ethical decisions. You are not only an asset to the organization but also a catalyst for growth and innovation.
• Problem Solver - You're a resourceful problem solver who excels at figuring things out independently. Possessing a keen analytical mind, you approach challenges with a solution-oriented mindset and a tenacity to unravel complexities. You're also fearless in asking questions when needed.
• Trustworthy - You are not only skilled and competent, but also highly trustworthy, demonstrating integrity and reliability in all your actions and decisions.

Showcase your talent, confidence, and commitment to excellence — and let's thrive together. Apply today and play a key role in shaping our success story