Senior Accountant

About the role

You will support day-to-day bookkeeping for a portfolio of US-based Xero accounting partners and small business clients, delivering accurate, reliable, and timely work. You will serve as a trusted point of contact for accountants and clients, responding promptly and communicating with clarity and service orientation. You will use AI-powered tools throughout your workflow to speed up processes and elevate the quality of your output. You will test, evaluate, and help refine these AI tools by flagging what works well, what does not, and where the biggest efficiency gains can be found. You will document your learnings, workflows, and best practices so that other bookkeepers can adopt your methods and scale what you build. You will partner closely with US leadership to shape how AI-powered bookkeeping serves small businesses and aligns with strategic goals. You are a bookkeeper who genuinely loves bookkeeping and take pride in clean, dependable work.

Key facts

What you'll do

Support day-to-day bookkeeping for a portfolio of US-based Xero accounting partners and small business clients, delivering accurate, reliable, and timely work.

Serve as a trusted point of contact for accountants and clients, responding with clarity and maintaining a service-oriented mindset in every interaction.

Use AI-powered tools throughout your workflow to accelerate tasks and improve the quality of your deliverables.

Test, evaluate, and help refine AI tools, providing clear feedback on what works, what does not, and where the most significant efficiency gains can be realized.

Document your learnings, standard workflows, and best practices so that other bookkeepers can replicate and scale your successful approaches.

Partner closely with US leadership to influence how AI-powered bookkeeping solutions are designed and implemented for small businesses.

Take pride in meticulous bookkeeping, ensuring that books are clean, reliable, and consistently meet high standards.

Communicate in a responsive, transparent, and service-focused manner with both clients and internal accounting professionals.

Continuously seek better, faster, and smarter ways to work, optimizing processes and removing unnecessary friction.

Stay curious and excited about AI, pushing the boundaries of what it can achieve for client service and operational efficiency.

Act as a strong documenter and communicator, turning insights and procedures into repeatable processes that others can follow easily.

Perform hands-on work in a fast-moving environment where the playbook is still being written and adapted as new tools emerge.

Contribute to the refinement of AI tools and workflows, helping to identify practical improvements that enhance daily bookkeeping operations.

Collaborate with cross-functional teams to ensure that bookkeeping practices support broader business objectives and client needs.

Maintain a high standard of professionalism and reliability in all interactions, reinforcing trust with clients and internal stakeholders.

Requirements

Demonstrate proven experience in accounting and bookkeeping for small businesses, showing a track record of responsibility and accuracy.

Show a solid command of core bookkeeping workflows, including reconciliation, accounts payable and receivable, month-end close, and financial reporting.

Exhibit familiarity with modern accounting software such as Xero and a willingness to adopt new tools quickly and effectively.

Display an understanding of US bookkeeping practices and requirements relevant to small business clients.

Bring experience using AI tools within a professional workflow, with a genuine enthusiasm for exploring and applying these technologies.

Communicate clearly and professionally in both written and verbal formats, ensuring messages are understood and actionable.

Work reliably in a hybrid schedule, meeting the in-office requirement as specified and collaborating effectively with team members.

Approach problem-solving with curiosity and a structured mindset, seeking practical solutions that improve processes and outcomes.

Maintain a high level of attention to detail and accuracy, recognizing that small errors can have significant consequences in bookkeeping.

Nice to have

Client-facing experience is a strong plus, as it enables more effective communication and relationship management.

Possession of a CPA credential is a plus, indicating deeper knowledge and commitment to the profession.

Practical notes

This role requires a hybrid schedule with a mandatory in-office presence three days per week in New York City.