Bookkeeper360 Senior Accountant manages client relationships and leads a small team of bookkeepers to deliver accounting services. Responsibilities include financial reviews, month-end close, reconciliations, and technology integration.
Responsibilities
This position works within our client fulfillment department. You will be responsible for managing your own book of clients and are responsible for delivering our services.
Manage client relationships weekly and monthly
Is the primary point of contact for Bookkeeper360 clients
Interact with business owners, providing them monthly financial reviews, or, as needed by the client
Qualification
Review workflow and business operationsHow to Be Successful in This RoleDriven and accountablePeople-centeredExperience working in e-commerce
Required
Manage and lead 1-3 bookkeepers in maintaining the transactional bookkeeping tasks on the accounts, such as AP/AR, categorizing expenses, reconciliations, etc.
Effectively delegate and review the work assigned to your team of bookkeepers to ensure promptness and accuracy
Reconcile tax returns to books and records
Deliver exceptional service on time and on budget
Complete any back work projects in an efficient, timely manner
Routinely communicate with your manager relating to financial close, accounting issues, and deliverables
Leverage multiple cloud-based accounting systems and integrated add-ons to provide accounting services for our clients
Set up and manage cloud technology integrations
Review workflow and business operations, and make technology and app recommendations to increase efficiencies
How to Be Successful in This Role:
Driven and accountable: You take initiative, own your results, and strive for excellence
People-centered: You lead with empathy, humility, and collaboration
Preferred
Experience working in e-commerce, product companies, technology, professional service businesses, and real estate