Client Accounting Manager - Team Lead

Summary

Join Bookkeeper360, a fintech company helping small businesses manage their finances, as a Client Services Manager to lead and mentor a team of 6-10 accountants. You will oversee the quality of client work, ensure profitability of engagements, and cross-sell additional services. Responsibilities include team training, workflow management, and acting as a technical lead for accounting and technology issues. The ideal candidate possesses 7-10 years of accounting experience, including people management, and proficiency with cloud-based platforms. A Bachelor's degree in Accounting is required, and a CPA is strongly preferred. Bookkeeper360 offers a competitive salary, comprehensive benefits, remote work, and unlimited PTO.

Requirements

• 7-10 years of accounting experience, including 3+ years at a mid-sized CPA firm
• 3-5 years in a people management or leadership role
• Experience preparing consolidating financial statements and issuing financial reports
• Strong communication skills and a passion for helping small businesses succeed
• Proficiency with cloud-based platforms like QuickBooks Online and Xero
• Ability to build processes, drive operational efficiency, and deliver strategic insights
• Bachelor’s degree in Accounting required (MS/MBA preferred); CPA strongly preferred

Responsibilities

• 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 the client base
• Responsible for the training and development of team members
• Manage team workflow to meet client deadlines
• Technical lead on accounting and technology issues

Preferred Qualifications

• Familiarity with tools like Shopify, Amazon Seller Central, A2X, Bill.com, and Gusto
• Experience with e-commerce, SaaS, real estate, inventory management, or internal controls

Benefits

• Salary range from $110,000-$140,000/year + performance bonus
• Comprehensive benefits package including medical, dental, and vision
• 401K with employer match after the first year
• Paid parental leave for all parents (biological, adoptive, and foster)
• Fully remote work environment
• Unlimited PTO after your first year
• Company-paid holidays
• Team-building events and virtual activities
• Career development and internal promotion opportunities