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Bookkeeping Supervisor
Job Purpose:
To oversee and manage the administrative functions of the bookkeeping team, ensuring efficient operations, high-quality client service, and adherence to company standards. This role involves supervising administrative staff, coordinating with bookkeeping supervisors, and optimizing administrative processes to support the company's objectives.
Key Responsibilities:
To oversee and manage the administrative functions of the bookkeeping team, ensuring efficient operations, high-quality client service, and adherence to company standards. This role involves supervising administrative staff, coordinating with bookkeeping supervisors, and optimizing administrative processes to support the company's objectives.
Key Responsibilities:
Team Supervision:
- Oversee the daily activities of the bookkeeping administrative team.
- Provide leadership, guidance, and support to ensure team members' professional growth and development.
- Conduct regular performance reviews and provide constructive feedback.
Process Management:
- Develop and implement efficient administrative processes and procedures.
- Monitor and optimize workflows to ensure timely completion of administrative tasks.
- Coordinate with bookkeeping supervisors to align administrative support with bookkeeping operations.
Client Communication:
- Ensure prompt and effective communication with clients regarding administrative matters.
- Address escalated client issues and work towards satisfactory resolutions.
Document Management:
- Oversee the preparation, review, and management of client agreements, contracts, and other documents.
- Ensure accuracy and compliance with company policies and legal requirements.
Payment Processing:
- Supervise the setup of signed agreements and prompt processing of payments.
- Ensure accurate record-keeping and reporting of financial transactions.
Email and Communication Management:
- Manage the internal Bookkeeping Administrative Email and ensure timely responses.
- Facilitate clear and effective communication within the administrative team and with other departments.
Team Coordination:
- Maintain accurate records of client assignments and team activities.
- Track and report on key performance indicators (KPIs) for the administrative team.
Additional Duties:
- Perform all other duties as assigned by Company management to support the overall objectives of the organization.
Competencies:
Integrity
- Acts as a role model for ethical behavior.
- Resolves complex ethical dilemmas.
- Provides guidance on ethical issues to colleagues.
Accountability
- Manages team workload and meets deadlines with minimal supervision.
- Takes responsibility for team outcomes and proactively addresses issues.
- Coaches others in taking responsibility for their work.
Customer Focused
- Builds and maintains strong relationships with key customers.
- Anticipates customer needs and offers proactive solutions.
- Leads initiatives to improve customer service practices.
Time Management / Organization
- Plans and organizes team projects and resources efficiently.
- Implements effective time management strategies for the team.
- Anticipates and addresses potential scheduling conflicts.
Communication
- Communicates complex ideas clearly and persuasively.
- Manages difficult conversations with tact and diplomacy.
- Coaches others on effective communication techniques.
Teamwork
- Leads team projects and fosters a collaborative environment.
- Mentors and supports team members to enhance performance.
- Manages significant team conflicts effectively.
Self-Motivated
- Inspires and motivates others to achieve high performance.
- Takes on challenging projects and drives them to completion.
- Leads initiatives to improve team or department performance.
Required Qualifications:
- Minimum 3 years of experience in an administrative or supervisory role within bookkeeping or a related field.
- Bachelor’s degree
- Strong knowledge of bookkeeping and general accounting principles.
- Experience with QuickBooks (Desktop and Online preferred).
- Proficient in Excel and other office software.
- Excellent time management and organizational skills.
- Strong communication and interpersonal skills.
- Experience managing a team and handling client communications.
Preferred Qualifications:
- Previous experience in a consulting firm or similar environment.
- Experience with Salesforce or other CRM software.
Performance Metrics:
- Client Satisfaction: Measured by client feedback and satisfaction survey results.
- Team Efficiency: Timely completion of administrative tasks and projects.
- Communication: Responsiveness to client communication and internal coordination.
- Accuracy: Ensuring accuracy in document preparation and financial transactions.
Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!
Anderson Business Advisors is an award-winning workplace - voted Top Places to Work 6 years in a row by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.
Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.
At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.
We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.
Anderson Advisors offers robust benefits including:
- Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
- Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
- Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
- Plan for the future with a 401(k) matching program.
- Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
- Stay active with a $35 monthly gym membership subsidy.
Please note that a full background check, drug screen, internet, and social media search are required for employment.
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