Key skills
Cloud
About this role
Role Overview
- Manage client relationships weekly and monthly
- Is the primary point of contact for Bookkeeper360 clients
- Interact with business owners, providing them monthly financial reviews, or, as needed by the client
- Must have a sense of urgency to address tight deadlines with a multitude of accounting activities, including general ledger, month-end close functions, and financial reporting
- Manage and lead 1-3 bookkeepers in maintaining the transactional bookkeeping tasks on the accounts, such as AP/AR, categorizing expenses, reconciliations, etc.
- Effectively delegate and review the work assigned to your team of bookkeepers to ensure promptness and accuracy
- Reconcile tax returns to books and records
- Deliver exceptional service on time and on budget
- Complete any back work projects in an efficient, timely manner
- Routinely communicate with your manager relating to financial close, accounting issues, and deliverables
- Leverage multiple cloud-based accounting systems and integrated add-ons to provide accounting services for our clients
- Set up and manage cloud technology integrations
- Review workflow and business operations, and make technology and app recommendations to increase efficiencies
Requirements
- 3-5 years of experience overseeing the work of bookkeepers or staff accountants
- Bachelor’s degree in Accounting, or a related field (BS/MS/MBA preferred)
- Experience working in e-commerce, product companies, technology, professional service businesses, and real estate industries
- Cloud-based accounting experience
- Public accounting experience
- Consulting experience
- Expertise in accrual basis financial reporting
Tech Stack
- Cloud
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