Account Manager (Remote, Full Time, Bookkeeping/Accounting)

IF THIS SOUNDS LIKE YOU, WE’D LOVE TO HEAR FROM YOU!

We’re looking for someone who excels at building strong relationships and fostering positive connections, while also being able to set clear boundaries and uphold expectations with clients and team members. You’re highly organized and detail-oriented. You have strong communication skills and a problem-solving mindset. You have experience working with and overseeing a team in a remote/virtual environment. You’re tech-savvy and can learn new software quickly. You’re process oriented. You possess exceptional financial literacy. You have excellent time management and project management skills, as well as the ability to adapt to changing priorities and client needs. You have a proven ability to manage multiple clients and projects simultaneously, consistently meeting deadlines while maintaining accuracy and delivering high-quality results.

ABOUT US:

We’re a tax and bookkeeping firm that prioritizes stability, respect, and a positive team culture. We offer meaningful work, clear processes, and a supportive environment where you can grow. Plus, we believe work-life balance comes above all—because we know great work comes from a happy team!! We serve business owners in all 50 states. We have a wonderful team of professionals and we have wonderful clients as well! Our firm prioritizes long-term relationships with our team members and clients and a healthy work-life balance. Our clients span diverse industries - but they are primarily in the construction, trades, real estate and healthcare industries. We take pride in providing exceptional, highly personable services, maintaining organized systems, and fostering a collaborative team environment!

WHY WORK WITH US?

1. Work from home: where you can be comfortable (literally and figuratively)

2. Impactful Work: Your work actually matters. You'll play a key role in helping businesses stay financially strong, reduce stress, and make informed decisions. Your skills make a real impact—and we appreciate that.

3. Team Culture: We’re a team, not just coworkers. We support each other, communicate openly, and actually enjoy working together. No drama, no micromanaging—just a collaborative, respectful, and fun work environment where you’re valued.

4. Forward-Thinking: We’re a forward-thinking, tech-savvy firm that leverages software to streamline our operations, making everything easier for both us and our clients.

ABOUT THE ROLE:

This role is highly diversified and adaptable, encompassing a wide range of responsibilities. As an Account Manager you will be responsible for managing client relationships, addressing client and team inquiries, new client onboarding, client meetings via phone and zoom, quality control review of bookkeepers and their KPI’s for month end and year end, performance reviews of bookkeepers, reviewing client financials, creating financial reporting packages for clients, presenting financials, budgets and/or forecasts to clients via zoom, training bookkeepers, comprehensive bookkeeping cleanups and restorations for messy financials and large, complex historical catchup projects, process improvement and maintenance, 1099 process handling and filing, payroll setup, sales tax setup, other system setups as needed for clients, along with one-off projects as needed.

JOB RESPONSIBILITIES: • Act as a point of contact for clients, addressing inquiries and maintaining professional communication • Assist in conducting periodic reviews of financial transactions to identify and resolve discrepancies • Assist in the preparation of financial reports, including income statements, balance sheets, and cash flow statements • Help manage client expectations to ensure a high level of client satisfaction • Oversee month-end and year-end closing procedures, ensuring necessary adjustments for accurate financial reporting • Monitor and verify that all bookkeeping activities comply with relevant accounting standards and regulations • Implement quality control measures to review financial records for accuracy and completeness • Supervise and support Junior and Senior Bookkeepers, Clean Up Specialist, and Onboarding Specialist • Conduct performance evaluations and provide constructive feedback to team members • Provide updates, address concerns, and gather feedback from clients • Attend client meetings via Zoom and phone • Analyze client financial data to identify areas for cost reduction and increased profitability • Prepare and present comprehensive financial reports, highlighting key performance indicators and financial trends • Identify inefficiencies in bookkeeping processes and propose and implement solutions • Streamline workflows to optimize efficiency and accuracy in bookkeeping operations • Keep detailed and organized records of client interactions, agreements, and project milestones • 1099 process handling and filing • Sales Tax Registration, Setup and Filing • So we know you pay attention to detail; include the secret code word ‘yellow’ in your email subject line when applying • Payroll Setup (Gusto) • Messy, large, historical bookkeeping cleanup and catchup projects

REQUIRED QUALIFICATIONS: • 5+ years of bookkeeping experience using QuickBooks Online • 2+ years of experience working directly with clients • QuickBooks Online Certified • Quiet workspace for client and team meetings • Remote Work Ready: Equipped with a reliable internet connection and home office setup • Strong understanding of accounting principles, GAAP, tax regulations, and industry standards relevant to US-based businesses • Availability for EST Hours: Willingness to overlap SOME, not all, work hours with the EST time zone (8 AM - 5 PM EST) • Exceptional English Skills: Outstanding written and verbal English communication

DESIRED QUALIFICATIONS, BUT NOT REQUIRED:
• Bachelor's degree in Accounting, Finance, or related field (or equivalent experience)
• Hands on, relevant bookkeeping experience in one or more of the following industries: Constructions, trades, Real Estate, Health Care
• A/P, A/R, Payroll Processing, Sales Tax Filing

OUR TECH STACK:
• QBO
• Keeper.app
• TaxDome
• Slack
• Zoom
• Gusto
• Keeper Security
• Zoom
• Loom (oh how we love loom!)
• Notion
• Dext, Hubdoc
• bill.com
• Track 1099

HOW TO APPLY:

This position requires an incredibly high level of detail. For your application to be considered, you must complete the following after carefully reading the job description:

1. Email us the following information to [email protected]:

2. Use the email subject line: Your Next Account Manager

3. In your email, include the following: Your resume, attached as a PDF

4. In the body of your email please include: Why do you want this position?

5. Using Loom (it’s free to set up and use), record a video telling us about the business industries you have experience working with, when you are available to start and any other information you’d like to share with us.

Job Type: Full-time

Pay: From $62,400.00 per year

Benefits:
• Flexible schedule
• Paid time off
• Referral program
• Retirement plan

Schedule:
• Choose your own hours
• Monday to Friday
• No weekends

Supplemental Pay:
• Bonus opportunities

Application Question(s):
• Did you apply by carefully following the 'How to Apply' instructions in the job description?

Work Location: Remote

Apply Job!