Client Accounting Manager - Team Lead

About Bookkeeper360:

Bookkeeper360 is a financial technology solution that helps businesses manage their finances.  Our accounting team delivers a comprehensive suite of services, including full-service accounting, payroll, tax, and advisory, along with AI-driven software that provides real-time dashboards and insights. Since 2012, Bookkeeper360 has been the trusted choice for thousands of small business owners. Our commitment to excellence and client success has earned us independent recognition as one of the top online bookkeeping solutions by publications such as NerdWallet, Forbes, and Entrepreneur Magazine. 

To learn more about how we got started and the story behind our founder, check out this feature on our CEO.

If that is not awesome enough, here are some other reasons why you should join us:

We have been recognized by Inc. 5000 Fastest Growing Companies and an Inc. 5000 Best Places to Work. Most recently, we have been named in Accounting Today’s 2024 Best Firms to Work For.  🙌

We have earned a 4.8 Google ranking from 1,000+ customers due to our hardworking and dedicated team. 🤗

We were voted best overall Bookkeeping Solution for Small Businesses by NerdWallet for the past three years, Entrepreneur for 2023, and TechRepublic for 2024. 💪

Our firm is in a hyper-growth stage, and we are expanding our team to service our fast-growing client base. 🚀

About the role:

This position works within our Client Services Department. You will manage and oversee the quality of work of a team of accountants who own their own book of business and are responsible for our clients’ success.

What you'll do as an Accounting Manager at Bookkeeper360:

• 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

How to be successful in this role:

• Must be Driven, Accountable, Humble, and Team-Oriented

• A drive to do better and be better: You’re not satisfied with “good enough,” and something that needs fixing isn’t just someone else’s job. You love to be innovative, bring new ideas to the table, and drive improvement within your own team and across the organization

• A people-oriented mindset: You understand that people are everything. You’re collaborative, optimistic and you listen to understand, remaining kind, humble, and empathetic in all interactions

• 🎶Everyday we’re hustling🎶: You are a highly motivated self-starter, determined to succeed, and comfortable in a competitive, performance-based environment. You are driven to be the leader of the pack with a “If you’re not first, you’re last” mentality

• A thirst for knowledge: This role is as challenging as it is rewarding. You’re excited to take on new challenges and have a passion for continuous learning and personal and professional development

• A “tech guru”: As a fully remote company, strong computer skills, as well as strong financial analytical skills, are important to our success. You have a passion for technology and innovation and stay updated on the latest technology and accounting practices advancements. If you enjoy learning how to use new softwares and tools, you’ll fit right in

Experience required:

• 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

Gets you to the top of the list:

• 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

Compensation & Benefits

• Salary range from $110,000-$140,000/year + annual performance bonus plan

• 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

At Bookkeeper360, we are committed to hiring diverse talent of different backgrounds, and as such, it is important to us to provide an inclusive work environment for all. We do not discriminate on the basis of race, gender identity, age, religion, sexual orientation, veteran or disability status, or any other protected class. As an equal opportunity employer, we encourage and welcome people of all backgrounds to apply.