Account Manager
Are you a detail-oriented Accounting Manager who is fueled by providing top-notch service and enjoys collaborating? Do you possess at least 10 years of exceptional bookkeeping and accounting skills, along with experience in supporting online entrepreneurs?
Are you passionate about nurturing client relationships and seeking to contribute to a growing virtual firm that values clients as partners?
Do you excel in leadership roles and find fulfillment in guiding teams at work?
If so, then we want to talk to you!
Intro for Company
Kickstart Accounting, Inc. is a woman-owned virtual accounting firm specializing in helping women business owners to understand their financials in order to make informed business decisions.
Kickstart Accounting is different from other firms. We act as an accountability partner for our clients, celebrating their wins and helping stay on track for success.
Summary of Responsibilities
Our growing accounting firm is seeking a full-time Account Manager to oversee a team of bookkeepers and clients. This position will be working directly with the CEO, Client Service Director, and Operations Coordinator on team leadership & development, client management, client strategy, execution, and monthly reporting.
Essential Functions
- Provide day-to-day direction and coaching to assigned bookkeeping team
- Review weekly and monthly financials for assigned bookkeeping team
- Provide leadership, development, and support to assigned team members
- Provide and lead process improvement strategies internally and for clients
- Assist with new employee onboarding and training
- Work with clients to set up and maintain their QBO
- Process weekly transactions for all clients in QBO
- Prepare and file payroll and sales tax returns
- Communicate with clients via Zoom, email, and other approved channels regarding their financials and their business strategies
- Prepare monthly financials and narratives adhering to company standards
- Prepare weekly client dashboards, cash forecasts, and financial reports
Education, Experience, and Skills Required
- Bachelor’s degree in accounting or business administration
- 5 years Leadership experience
- Familiar working from home
- QuickBooks Online
- 10+ years accounting experience
- Prior accounting experience in a multi-client environment
Compensation
- $70,000-$80,000
- Health (with employer contribution)
- Employer paid dental (employee only)
- Other ancillary benefits include vision, short / long-term disability, life
- 401k program
- PTO & paid holidays
Personal characteristics needed to be successful in this role
- Calm and agile with the ability to adapt quickly to changing situations and maintain composure under pressure
- Exceptional written and verbal communication
- Superior Organizational skills
- Detail Oriented
- Critical Thinker
- Growth Mindset
- Proactive
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