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Menendez Vet Financial Group

Senior Bookkeeper - Veterinary & Medical Clients

jacksonville, FL

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Job description

Job Description Job Description Job Summary

We are seeking an experienced Senior Bookkeeper to join our team and support a portfolio of veterinary and professional-service clients.

This is an in-office, part-time position for someone who is highly experienced in bookkeeping and comfortable independently managing client books from day-to-day transaction review through month-end close.This is not an entry-level bookkeeping position.

Schedule: Part-Time: 25 hours per week

Monday-Friday 12:30 PM-5:30 PM In-office position

About the Role

The Senior Bookkeeper will be responsible for maintaining accurate and up-to-date financial records for assigned clients, with a strong focus on veterinary and healthcare-related businesses.

The ideal candidate has previously worked with bookkeeping for veterinary practices, medical practices, healthcare businesses, or similar professional-service organizations and understands the importance of accurate financial reporting, proper expense classification, reconciliations, and clean books for tax planning and tax preparation.

Ideal Candidate:

We are looking for someone who does more than simply categorize transactions.The right candidate understands how accurate bookkeeping affects tax preparation, tax planning, cash flow, payroll, business decisions, and the overall financial health of a business.

You should be comfortable identifying issues, asking questions, researching discrepancies, and taking ownership of the quality of the books you manage.

This position is ideal for an experienced bookkeeper who enjoys working with professional clients and wants to become familiar with the unique financial needs of veterinary and healthcare businesses.

Responsibilities

Manage bookkeeping for multiple assigned clients

Categorize and review income and expenses

Perform monthly bank and credit card reconciliations

Review and maintain the chart of accounts

Record and reconcile loan and financing activity

Review payroll entries and payroll-related transactions

Record owner contributions, distributions, and equity transactions

Review merchant processing deposits and related fees

Identify duplicate, missing, or incorrectly categorized transactions

Review accounts payable and accounts receivable activity when applicable

Perform month-end bookkeeping and closing procedures

Prepare monthly Profit & Loss and Balance Sheet reports

Review financial reports for unusual activity or inconsistencies

Perform bookkeeping cleanup and catch-up projects

Maintain supporting documentation for transactions

Communicate with clients when additional information or documentation is needed

Coordinate with tax and payroll team members when necessary

Maintain organized and tax-ready books throughout the year

Required Qualifications

Strong professional bookkeeping experience

Previous bookkeeping experience in the veterinary, medical, healthcare, or related professional-services industry

Strong understanding of bookkeeping and accounting fundamentals

Experience managing multiple client files or entities

Experience with monthly reconciliations and month-end close

Ability to review financial statements and identify inconsistencies

Strong attention to detail and accuracy

Ability to work independently and meet deadlines

Excellent organizational and communication skills

Comfortable communicating directly with clients regarding bookkeeping questions and missing documentation

High level of professionalism and confidentiality

Preferred Qualifications

QuickBooks Online experience

Experience working in an accounting, tax, or bookkeeping firm

Veterinary industry bookkeeping experience

Experience with payroll accounting and reconciliations

Experience cleaning up prior-period bookkeeping

Familiarity with S Corporations, LLCs, partnerships, and small business accounting

Experience preparing individual or business income tax returns is a strong plus, but is not required

Bilingual - English-Spanish

Tax Experience:

Tax preparation experience is not required for this position. However, candidates with experience preparing individual or business income tax returns will be strongly considered, as there may be opportunities to assist the tax team during tax season

Worksite address

jacksonville, FL, 32099, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.

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