Client Bookkeeping Manager – Tax Firm

About Us

We are a tax planning and tax preparation firm that works closely with entrepreneurs and closely held businesses to provide high-quality tax solutions. Our approach goes beyond compliance—we partner with our clients to help them understand their financials, minimize tax liabilities, and make informed business decisions.

We are growing and looking for a strong Client Bookkeeping Manager to play a key role in supporting both our clients and our internal tax team.

Our office is conveniently located near Southdale Mall in Edina with plenty of food options nearby!

Position Overview

The Client Bookkeeping Manager will oversee bookkeeping for a portfolio of client accounts, ensuring accurate, timely financial records that support effective tax planning and preparation. This role works closely with our CPAs to maintain high-quality financial data and ensure all deliverables are ready for tax filings.

While bookkeeping is the core of the role, this position also includes involvement in broader tax preparation and support functions, making it ideal for someone who wants to expand their skillset within a tax-focused firm.

You will work directly with a CPA who will provide mentorship and support your growth within the firm.

**This is an in-person role with room for flexibility to work remote as you grow in the role**

Key Responsibilities (60-70% of Role)

• Manage bookkeeping for multiple closely held business clients, ensuring clean, accurate financials
• Maintain general ledgers, perform reconciliations, and prepare financial statements
• Collaborate with CPAs to ensure financial data aligns with tax planning and preparation needs
• Identify and correct discrepancies or inconsistencies in financial records
• Prepare and organize client financial reports for tax filing
• Ensure all required documentation is complete and delivered to tax preparers on time
• Maintain organized, audit-ready records across all client accounts
• Act as liaison between outsourced payroll team and clients
• Communicate proactively with team members regarding client needs, questions, or issues
• Assist in improving internal processes and workflows
• We are open to suggestions and really want to reinforce that we are looking for someone who wants to help shape and expand their role over time.

Secondary Responsibilities (30-40% of Role)

• Support additional components of the tax preparation and filing process
• Data entry and basic tax preparation (primarily during the busy season)
• Taking client calls and answering questions or directing to the proper person

Qualifications & Requirements

• Prior bookkeeping or accounting experience (required)
• Experience working with small businesses or closely held companies
• Solid understanding of accounting principles and financial statements
• Strong attention to detail and organizational skills
• Ability to ask thoughtful questions, identify issues, and think critically
• Willingness to learn and grow within a tax-focused environment
• Strong communication skills and ability to collaborate with CPAs and team members
• Proficiency with bookkeeping software (e.g., QuickBooks or similar) preferred
• Ability to manage multiple clients and deadlines effectively

Preferred Traits

• Interest in tax planning and preparation processes
• Proactive, curious, and solutions-oriented mindset
• Adaptable and open to taking on responsibilities beyond bookkeeping
• Comfortable working in a fast-paced, client-service environment
• Desire to grow into a broader role over time

Work Structure

• 60–70% Bookkeeping and client account management
• 30–40% Tax preparation support and related responsibilities

Compensation & Benefits

• Competitive salary (based on experience)
• Weekly pay
• Employer Sponsored 401k (With Roth Option)
• 401k Contribution
• Annual Discretionary Profit Sharing
• Firm Bonus Structure
• Health & Dental Insurance
• PTO
• Paid Holidays
• Fitness Center Access

Pay: $50,000.00 - $80,000.00 per year

Work Location: In person