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Senior Accounting Professional
3 semanas atrás
We are seeking an accomplished Accounting Manager to lead our bookkeeping and accounting team. The ideal candidate will possess excellent leadership skills, a strong understanding of accounting standards, and the ability to manage multiple projects.
This is a high-ownership role that requires expertise in QuickBooks, experience with team leadership, and a passion for process improvement.
The successful candidate will be responsible for managing a team of bookkeepers, overseeing daily deliverables, performing quality control, and serving as a key escalation point for client accounts.
Key Responsibilities- Team Leadership & Coaching
- Manage, coach, and mentor 2–3 bookkeepers while fostering a culture of ownership and accountability.
- Perform regular quality reviews and coach staff on bookkeeping best practices, including client-specific standards.
- Conduct 1 : 1s, performance check-ins, and ensure timely completion of client deliverables.
- Client Relationship Management
- Serve as the primary escalation point for complex client queries.
- Support clients directly during transitions (e.g., from a retiring bookkeeper) and lead onboarding if necessary.
- Ensure accurate and responsive communication, including written correspondence and live client calls.
- Accounting Oversight
- Perform or supervise reconciliations for bank accounts, credit cards, loans, and vendor accounts.
- Ensure timely and accurate reporting: monthly closes, balance sheet reviews, and journal entries.
- Manage vendor payments and reconcile AP / AR activity as needed.
- Process & Tools Management
- Own task management in Asana, ensuring SOPs and workflows are followed and documented.
- Maintain high-quality reporting and documentation using QuickBooks Online, Excel, and cloud tools.
- Contribute to internal process improvement projects and cross-functional initiatives.
- Strategic & Operational Contribution
- Participate in leadership meetings and provide input on planning, growth strategy, and hiring needs.
- Identify potential service improvements, automation opportunities, or workflow bottlenecks.
- Work closely with senior management to support scalability and client satisfaction.