Senior QuickBooks Advisory Specialist

Senior QuickBooks Advisory Specialist J. Zollo & Associates, Inc. - 4.0 West Palm Beach, FL Job Details Full-time 1 day ago Benefits Paid holidays Disability insurance Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Life insurance Qualifications Employee onboarding Managing customer accounts Teamwork Microsoft Excel Financial data reconciliation Customer relationship building Microsoft Outlook Public accounting Workflow management (operations management method) 5 years Financial reporting Regulatory compliance Research Improving operational efficiency Performance management Team development Hiring Analysis skills Supervising experience Bachelor's degree Managing clients in a finance role GAAP Financial record maintenance Client services Performance Improvement (PI) QuickBooks Online Managing accounting teams Accounting firm experience QuickBooks Quality control operations Financial regulatory compliance Accounting standards Technical troubleshooting support Bachelor's degree in accounting Senior level Onboarding process management Account management Leadership Accounting Communication skills Technical Proficiency Regulatory compliance management Overseeing training Staff development

Full Job Description Job Title:

Senior QuickBooks Advisory Specialist Position Summary The Senior QuickBooks Advisory Specialist (Client Services) is responsible for overseeing the daily operations of the bookkeeping department, ensuring the consistent delivery of high-quality accounting services to clients. This role serves as the primary liaison between firm leadership and the bookkeeping team, providing guidance, oversight, and technical expertise in QuickBooks Online and Generally Accepted Accounting Principles (GAAP). The Accounting Manager will lead by example, support and develop staff, enforce standard operating procedures, and ensure that all client accounts are maintained accurately, timely, and in accordance with firm standards. This position also plays a key role in onboarding new clients, facilitating complex account cleanups, and supporting advanced accounting and reporting needs. Key Responsibilities Department Oversight & Team Leadership Supervise and support Bookkeepers and Accounting Clerks in their daily responsibilities Serve as the primary point of contact between ownership and the bookkeeping team Review workflows to ensure efficiency, accuracy, and adherence to firm standards Monitor workload distribution and ensure deadlines are met Provide ongoing coaching, training, and performance feedback to staff Assist with hiring, onboarding, and development of team members Client Service & Account Oversight Oversee client engagements to ensure accuracy, completeness, and timeliness of all deliverables Review reconciliations, financial statements, and supporting documentation as needed Step in to assist with complex or high-priority client accounts Ensure consistent application of firm processes across all client files Maintain strong client relationships through professionalism and responsiveness Technical Expertise & Compliance Serve as the firm's internal resource for QuickBooks Online troubleshooting and best practices Ensure all work is performed in accordance with GAAP and firm policies Strong understanding of key accounting differences across industries, with the ability to interpret and apply industry-specific financial practices, regulatory requirements, and reporting standards. Stay current on accounting regulations, and QuickBooks updates Research and resolve complex accounting issues Provide guidance on proper accounting treatment and classifications Process Improvement & Quality Control Implement, maintain, and enforce standard operating procedures (SOPs) Identify opportunities for increased efficiency, automation, and process improvement Conduct periodic file reviews to ensure quality control and consistency Lead initiatives to improve accuracy, turnaround time, and client satisfaction Client Onboarding & Cleanup Projects Lead the onboarding process for new clients, ensuring a smooth and organized transition Review incoming records and assess scope of work Perform or oversee cleanup and catch-up bookkeeping projects Establish proper workflows, chart of accounts, and best practices for new clients Qualifications Education & Experience Bachelor's degree in Accounting Minimum of 5-7 years of bookkeeping or accounting experience Minimum of 2-3 years in a supervisory or leadership role preferred Experience in a client service or public accounting environment strongly preferred Technical Skills Minimum of 5-7 years of advanced proficiency in QuickBooks Online (certification required or must be obtained annually) Strong understanding of GAAP Experience with full-cycle bookkeeping, including reconciliations and financial reporting Proficiency in Microsoft Office (Excel, Outlook, Word) Core Competencies Strong leadership and team management skills Exceptional attention to detail and organizational ability Excellent problem-solving and analytical skills Effective communication skills, both written and verbal Ability to manage multiple priorities and meet deadlines High level of integrity and professionalism Work Environment & Schedule Full-time, in-office position Business hours are Monday through Friday, 9:00 AM - 5:00 PM Compensation & Benefits Salary commensurate with experience Benefits include: 401(k) with employer match Health, dental, and vision insurance (100% employer-paid health insurance) Short-term and long-term disability insurance Life insurance PTO and paid holidays Additional Expectations Maintain strict confidentiality of client financial information Uphold the firm's commitment to accuracy, responsiveness, and professionalism Support a collaborative, team-oriented work environment Demonstrate a commitment to continuous learning and improvement

Benefits:

401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance

Work Location:

In person