Client Accounting Manager - Team Lead

2 days ago

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Bookkeeper360

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Bookkeeper360 is a comprehensive bookkeeping and financial service provider for small to medium businesses. Since 2012, the company has offered a range of services including personalized bookkeeping, tax advisory, payroll, and CFO advisory solutions. Their team-based approach, powered by technology, provides clear and responsive communication, and aims to save businesses time and hassle from financial mismanagement. Bookkeeper360 is known for its professional team of bookkeepers and CPAs who maintain high-quality standards through rigorous training and active software certifications.

Xero • Accounting • Bookkeeping • Bill Pay • Payroll

51 - 200 employees

💸 Finance

🤝 B2B

☁️ SaaS

💰 $2.5M Seed Round on 2022-08

📋 Description

• Manage a team of 6-10 accountants and ensure they are completing engagements • Ensure accuracy and quality control of client work • Oversee the profitability of client engagements • Ability to cross-sell and upsell additional service offerings to client base • Responsible for training and development of team members • Manage team work-flow to meet client deadlines • Technical lead on accounting and technology issues

🎯 Requirements

• 4-Year degree in accounting (BS/MS/MBA) Required | CPA preferred • 7-10 years of accounting experience • 3 years in a mid-sized CPA firm with experience in issuing financial statements • 3-5 years experience in a managerial role • Cloud-based accounting experience • Ability to prepare consolidating financial statements • A passion for helping small businesses • Ability to build processes and create operational efficiencies within client portfolios • Thrives in a fast-paced environment • Ability to provide valuable insight to small businesses; helping them grow • Certified in Quickbooks Online and/or Xero • Experience working with Shopify, Amazon Seller Central, A2X, Bill.com, and Gusto • A passion for utilizing technology to build efficiencies • Experience in e-commerce, product companies, technology, professional service business, and real estate • Experience working with inventory, valuation, cut-off testing, and internal controls • Experience managing cash flow for small businesses

🏖️ Benefits

• Comprehensive benefits package including medical, dental, vision, and 401K with employer match • Paid parental leave and job security for all new parents (Moms, Dads, Adoptive, Foster) • Fully remote workplace • Unlimited PTO after the first year • Company-paid holidays • Virtual team-building activities and other company-wide events • Collaborative team-based work environment • Career path and advancement opportunities - company policy of promoting from within