Client Accounting Manager - Remote

Client Accounting Manager (CAS Services)

We are seeking a seasoned, detailed-oriented Bookkeeper at My CPA Coach, responsible for managing bookkeeping and accounting services for multiple high net-worth individuals and small business clients across a variety of industries. My CPA Coach is a fast-growing CPA Firm that specializes in Tax Planning and Consulting for Small Business Owners and High-Income Individuals. This is a client-facing role that requires strong communication skills and a high level of accuracy and ownership over the bookkeeping process.

Highlights of the Role:

• Serve as a primary point of contact for small business clients for accounting & bookkeeping services
• Work independently to perform bookkeeping and payroll services
• Work from home; position is 100% remote
• Ensure timely, accurate, and quality work deliverables
• Receive competitive base compensation

The Ideal Candidate:

• Is QuickBooks Certified
• Has at least 3 years of client-facing accounting experience, serving as the primary contact for engagements
• Is confident to serve clients independently (resources provided)
• Is able to work effectively and efficiently on tasks

Job Responsibilities:

• Serve as the primary point of contact for assigned clients and communicate directly regarding bookkeeping questions and requests
• Provide full-service accounting and bookkeeping services to diverse clientele, including business owners, real estate investors, and high-income or high-net worth individuals.
• Collaborate with internal team members, including CPAs and bookkeeping specialists, regarding client financials to deliver optimal results
• Prepare and lead client accounting calls, regularly providing status updates and engaging the clients with their accounting questions throughout the year.
• Maintain strong client relationships by managing their expectations, being responsive to their communications/emails, and meeting your promises with clients (delivering on what you say you will)
• Oversee and manage all accounting practices and ensure compliance with financial regulations and standards.
• Collaborate with Managing Partners to develop and implement financial and operational strategies aligned with the organization's goals.
• Stay up-to-date on relevant accounting laws and regulations.

Qualifications

• Must be a certified Bookkeeper in QuickBooks online
• At least 3 years of QuickBooks Online and/or relevant bookkeeping experience
• Strong problem solving and interpersonal communication skills
• Ability to set priorities, handle multiple tasks, and deliver results in a fast paced and dynamic environment with the desire for continuous improvement
• Willingness and ability to learn new tools and technologies quickly

Job Type: Full-time

Pay: $70,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Application Question(s):

• Do you have at least 3 years of client-facing accounting experience where you've served as the primary contact? Please briefly describe your experience.

Education:

• Associate (Required)

Experience:

• Bookkeeping: 3 years (Required)

License/Certification:

• QuickBooks Online Certification (Required)

Work Location: Remote