The Position: The Client Accounting Manager will work directly with business owners to provide high quality financials along with expert service and support. You will serve a variety of small businesses, understand their needs, and deliver insights to help drive improved results. You will be a key member of our growing team.
Key Responsibilities:
- Manage a book of roughly 20–25 clients per month, owning the relationship end-to-end
- Own month-end close for those clients - reviewing reconciliations, performing adjusting entries, and delivering monthly/quarterly financials on time
- Track deliverables and deadlines across the full client portfolio
- Work in both prep and review capacity depending on the client's needs
- Oversee and support a couple of junior bookkeepers: reviewing their work for accuracy, providing feedback and guidance, and giving regular status updates
- Handle client-facing communication directly, including email and video/recording tools (e.g., Loom)
- Submit sales tax reporting and prepare Form 1099s
- Update cash flow forecasts and budgets, and support other ad hoc client requests
- Investigate accounting issues and identify/implement remedial actions
- Collaborate cross-functionally with Tax and other teams to deliver client value
- Assist with internal process improvements and other internal initiatives
Qualifications:
- Associate's degree (or higher) in Accounting preferred
- 5+ years of bookkeeping experience preferred
- Strong QuickBooks Online experience (General Ledger, Reconciliations, financial reporting)
- Experience with ClickUp or similar project management tools preferred
- Experience with AI, Fathom, and other financial reporting/visualization tools is a plus
- Experience with or interest in working directly with small business owners
- Detail-oriented with strong understanding of tax and accounting principles
- Strong verbal and written communication skills to effectively explain financial concepts to clients
- Forward-thinking – strong interest in learning and applying new tools and technologies
- Senior enough to manage both client relationships and a small team – not looking for a pure individual contributor
- Ability to solve problems in a fast-paced and rapidly growing environment
Compensation: $38–$43 USD per hour
Benefits:
- Flexible schedule
- Work from home
- Generous PTO and Vacation
- Training and Support
Job Type: Full-time
Pay: $80,000.00 - $90,000.00 per year
Application Question(s):
- How many years of experience do you have working with QuickBooks?
Work Location: Remote
