Senior Bookkeeping Associate
Full Time
Medical
$50,000 – $75,000
As a Senior Bookkeeping Associate at DiLucci CPA Firm, you’ll be responsible for overseeing and delivering high-quality bookkeeping services to our clients while managing a team of virtual assistants (VAs) to ensure timely and accurate financial reporting. You’ll play a key role in maintaining our standard of excellence, directly interfacing with clients and supporting their success through dependable bookkeeping and financial organization.
At DiLucci CPA, we hold ourselves to high standards of professionalism and integrity. Our core values—Genuine Care, Great Communication, and Speed to Learning—guide how we interact with clients and approach our work. As a Senior Bookkeeping Associate, you’ll embody these values by delivering dependable work, leading a team with accountability, and supporting clients with clarity and consistency.
In this role, you’ll manage a team of VAs while also owning client relationships and deliverables. You’ll be responsible for ensuring all bookkeeping is completed accurately, that clients are kept in the loop, and that our internal processes are followed. This is more than just reconciliations and categorization—it’s about providing our clients peace of mind through proactive communication, clean books, and reliable service. You’ll be empowered to improve systems, train team members, and elevate our bookkeeping standards. If you take pride in accuracy, leadership, and great client service, we’re excited to see what you’ll bring to the team.
Opportunities to lead and grow within the firm
Supportive, remote work culture
Accurately complete and review monthly bookkeeping for a portfolio of clients
Manage a team of bookkeeping virtual assistants, assigning tasks, reviewing work, and ensuring timely delivery
Maintain clear, organized documentation of all financial activity and communications in our systems
Communicate directly with clients to gather documents, clarify transactions, and answer questions
Train and oversee VAs to maintain quality and consistency in bookkeeping services
Implement and maintain best practices in QuickBooks Online, ensuring clients’ books are audit- and tax-ready
Collaborate with the leadership team on process improvements and workflow optimization
Act as a reliable point of contact for both clients and team members in all bookkeeping matters
All bookkeeping is completed accurately and delivered on time each month
Team of VAs is well-managed, accountable, and trained to perform to DiLucci CPA standards
All client communications are professional, timely, and proactive
QuickBooks Online accounts are maintained with minimal rework required by tax or accounting teams
Team pipeline, client progress, and deliverables are clear and visible in tracking systems
Client confidence is built and maintained through accurate books and great communication
Opportunities for additional services are identified and passed along to sales or tax teams as appropriate
2+ years of bookkeeping or accounting experience, preferably in a professional services or corporate environment
Proficiency in QuickBooks Online
Demonstrated experience managing or leading a team
Excellent organizational and communication skills
Experience with client-facing interactions
Strong attention to detail and commitment to deadlines
Self-motivated, accountable, and able to work independently in a remote environment
Fully Remote
$50,000–$75,000 per year (Full-time, based on experience and skill set)
Remote Work – Enjoy the option to work remotely.
Flexible Sick Days – Take the time you need to rest and recover.
Paid Time Off – Prioritize work-life balance with flexible time off.
Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and let them shine through with every interaction.
We believe in building real relationships through honesty and empathy. Whether with clients or teammates, we approach every interaction with authenticity and a commitment to providing real value.
Great communication is at the core of everything we do. We prioritize clarity, transparency, and providing value in every conversation, ensuring that everyone feels informed, supported, and heard.
We value quick learning, a strong work ethic, and a go-getter attitude. Our team rapidly absorbs new information, adapts to challenges, and takes immediate action to deliver results, ensuring we stay ahead and drive success.
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