Bookkeeping Manager

Summary

Join a trusted tax preparation and business services provider as a Bookkeeping Manager. This remote position offers a dual role: managing your own client portfolio and leading a bookkeeping team. You will handle all aspects of bookkeeping, from accounts payable and receivable to financial reporting, while mentoring and overseeing a team of 2-5 bookkeepers. The ideal candidate possesses strong leadership skills, advanced QuickBooks proficiency, and a minimum of 5 years of bookkeeping experience, including 2+ years in management. This is a full-time, long-term position with a competitive salary, performance-based bonuses, and opportunities for professional growth.

Requirements

• Bachelor's degree in Accounting, Finance, or related field
• 5+ years of hands-on bookkeeping experience, including 2+ years in a management role
• Advanced proficiency in QuickBooks (Desktop and Online versions)
• Demonstrated ability to manage personal workload while supervising others
• Strong understanding of US accounting principles and tax requirements
• Excellent communication skills, with experience working with US clients
• Proven team leadership and mentoring abilities
• High attention to detail and accuracy
• Experience with financial reporting and analysis

Responsibilities

• Maintain a personal portfolio of client accounts, handling all bookkeeping functions
• Process accounts payable and receivable for assigned clients
• Perform monthly bank and credit card reconciliations
• Prepare financial statements and reports for assigned clients
• Handle payroll processing and tax compliance requirements
• Maintain accurate and detailed financial records in QuickBooks
• Manage and mentor a team of 2-5 bookkeepers, including work allocation and performance reviews
• Oversee team's bookkeeping operations, ensuring accuracy and timeliness
• Review and approve team members' financial transactions and reports
• Maintain QuickBooks systems and establish standardized processes
• Handle escalated client issues and complex accounting matters
• Develop and implement internal controls and best practices

Preferred Qualifications

• Certified Bookkeeper (CB) designation
• Experience with additional accounting software platforms
• Knowledge of payroll processing and tax compliance
• Experience in multiple industries or with diverse client portfolios

Benefits

• Competitive Salary with performance-based bonuses
• This is a full-time, long-term position
• Work from home. (But available to meet in CDMX 1-2x per month.)
• Monday through Friday (PST)
• Additional perks
• Opportunities for professional growth and development